Qualcomm to Acquire Modular (reuters.com)

234 points by timmyd a day ago

roflcopter69 a day ago

Tbh, Modular getting acquired happened sooner than I would have expected, if ever. Don't know how to feel about this one.

Also so many mixed feelings about Mojo, the programming language powering Modular. Of course Chris Lattner is free to pursue whatever he wants, his many contributions to tech will always be highly regarded, but to me it feels as if he "wasted" lots of his precious mental capacity on making Mojo a python-like language instead of trying to come up with something better from first principles. I know, the promise of Mojo eventually being a Python superset has been taken back, which I think is the right move, and I understand why Mojo's initial motivation for being close to Python was to attract ML folks, but I'm getting counterfactual regret just by thinking about what Chris Lattner could have achieved by making a new programming language truly from scratch and not letting some undesireable pythonisms muddy the language.

Anyway, sorry for rambling. Congrats to the team at Modular!

samuell a day ago

I'm actually mostly worried about the future of Mojo at this time.

Though hopefully it will be fully released open source still, but I feel there are question marks around whether it will be a priority to continue to develop by Qualcomm, or if they are mainly interested in the AI compute stack?

Time will tell I guess, but a lot feels to be up in the air.

mshockwave 3 hours ago

indeed, open sourcing is only half (or even less) of the picture: who is driving the open source community and how it is driven (i.e. governing structure) are probably more important IMHO. There are countless of cases where an open source project is either killed by slow death, or dictated by a single entity. Chris's previous projects like LLVM and MLIR are fortunate enough to grow and thrive organically, and that takes years if not decades to cultivate

samuell a day ago

Maybe Chris was a little unhappy about where Mojo ended up, and sees this as an opportunity to start anew on a properly designed language from scratch :D

ainch 18 hours ago

They've said that Mojo is still on track to be open-sourced this year, post-acquisition.

dagi3d 11 hours ago

According to their website, yes it will be opensourced soon

khurs 4 hours ago

Looked up Mojo

"Mojo aims to combine the usability of a high-level programming language, specifically Python, with the performance of a system programming language such as C++, Rust, and Zig

Mojo builds on the Multi-Level Intermediate Representation (MLIR) compiler software framework, instead of directly on the lower level LLVM compiler framework like many languages such as Julia, Swift, C++, and Rust.[16][17]

MLIR is a newer compiler framework that allows Mojo to exploit higher level compiler passes unavailable in LLVM alone, and allows Mojo to compile down and target more than only central processing units (CPUs), including producing code that can run on graphics processing units (GPUs), Tensor Processing Units (TPUs), application-specific integrated circuits (ASICs) and other accelerators.

It can also often more effectively use certain types of CPU optimizations directly, like single instruction, multiple data (SIMD) with minor intervention by a developer, as occurs in many other languages"

https://en.wikipedia.org/wiki/Mojo_(programming_language)

adev_ 11 hours ago

> sorry for rambling.

You're right to ramble. I also believe that the world need a high level language fitting for accelerators that is not Python.

However developing something like that is by all means not a trivial task and many failed there.

havercosine 11 hours ago

Though, Modular should have been the team to do it. My theory is that they raised too much money too soon. With that kind of money, you get anxious investors waiting to see some magic on quarterly timelines. So Modular was forced to be compatible with Python as there's no other way to win quick developer mindshare. (Though I don't think they managed to do that either).

A closest counter path I would have expected Modular to follow was Zig or Oxide computers (I know not apples to apples comparision). Start actually attacking the problem with hindsight and lessons of 30 years of Python, build something fresh, and try to patiently win the market.

Rust is not going to win this market. The language has too much syntax friction to win over data science/AI folks and doesn't offer too much in parallel programming world. Julia, although beautiful attempt, couldn't gather enough support outside academia.

In fact, if Nvidia cuTile, Triton, Jax keep delivering, Python seems unmatched at the moment. It is likely to be in the similar position that C/C++ have been in embedded and firmware world.

pjmlp 7 hours ago

adev_ 10 hours ago

pjmlp 7 hours ago

Lisp, see Connection Machine and Star Lisp.

Several decades of their time.

Best of all, it is actually compiled without JIT drama.

This is the reasoning behind the guys that have created a whole new Common Lisp frontend to LLVM for biochemistry research at MIT.

fragmede an hour ago

pjmlp 20 hours ago

He already did that, Swift for Tensorflow, the project hardly survived one year after the public announcement.

adev_ 11 hours ago

> Swift for Tensorflow, the project hardly survived one year after the public announcement.

This was doom to fail from the beginning.

Swift will always have the image of an Apple product binded and controlled by the Apple ecosystem. This is very unlikely to change.

Nobody sane of mind would bind there entire technology stack on something half proprietary with a support was from the beginning secondary outside of Apple platforms.

adonese 12 hours ago

I think that was the motivation to make Mojo a superset of python.

pjmlp 10 hours ago

gugagore 17 hours ago

To say nothing of "Swift for TensorFlow" when Julialang was an option.

To each their own!

jdub 16 hours ago

"first principles" and "from scratch" are predictable failure modes... he had very good reason to pursue a Python-like language given the circumstances and objectives

roflcopter69 12 hours ago

I think I get what you mean and I should have been more precise in my wording. I didn't mean that an alien language that looks nothing like we have ever seen but for the sake of doing it "right" from scratch would have been a good idea. A new programming language definitely should steal the ideas of other languages that turned out to be good. But Mojo also adopted some of the arguably bad ideas from Python just because there was too much design pressure to appeal to Python programmers. I wonder what Mojo could have looked like without this particular pressure. Basically, with what kind of programming language would a person with as much experience and good taste as Chris Lattner come up with if there were no such external pressures?

boxed 5 hours ago

fancyfredbot 13 hours ago

Modular now joins SYCL, OpenCL, and One API on the list of cross platform languages which never really became cross platform.

After so long and so much investment in AI, the best cross-platorm API we've got for high performance Kernels is vulcan, a graphics API. That is sad.

Still, this is pretty good for Modular's employees, probably good for Qualcomm. It's just terribly disappointing for anyone who invested time learning mojo in the hope it might actually become cross platform.

0xpgm 6 hours ago

I might be reading this differently, but isn't the acquisition a bet that Modular will become a manufacturer-agnostic software stack?

> "We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and give customers real choice in how and where they deploy AI," Qualcomm CEO Cristiano Amon said.

paufernandez 3 hours ago

I also believe this. And I think very few people can pull it off, and Chris Latt ner is precisely one of them. I hope that the agreement includes open sourcing Mojo at some point. Chris mentioned fall 2026, iirc.

mshockwave 3 hours ago

one of the reasons I rarely read press releases is that I don't believe in promises -- I believe in _incentives_. In this case, what will Qualcomm be incentivized to do? What are in their interests?

geodel an hour ago

vovavili 43 minutes ago

pjmlp 7 hours ago

The competition to CUDA and proprietary 3D APIs always overlooks developer productivity.

For some strange reason there is this expectation, maybe due to UNIX background of those folks, that portable APIs have to exist without good IDE tooling, no graphical debuggers, no high level programming models, no libraries ecosystem.

Then for some "strange" reason, GPU developers mostly pick proprietary and the cycle repeats itself.

melodyogonna 7 hours ago

But the Modular stack is focused on developer productivity. It is still early but there has been substantial work on all these

pjmlp 6 hours ago

ipsum2 10 hours ago

The best cross-platform API is CUDA, because we have ROCm.

pjmlp 7 hours ago

Only superficially, given what CUDA provides and what ROCm supports.

ssivark a day ago

Qualcomm seems to be assembling a whole portfolio of technologies/products aimed at

1. Moving beyond ARM to RISC-V

2. Being competitive for AI/could needs instai of just chips for phones and other edge devices.

Interesting to see bold and high-conviction moves in this direction. Tenstorrent, Modular, Ventana, Alphawave, etc.

MobiusHorizons 13 hours ago

> Moving beyond ARM to RISC-V

The reason to move away from arm has nothing to do with performance, but rather avoiding licensing snafus like happened with their laptop chips. So far no one has delivered a risc-v core with class leading performance outside of the really low end. Not saying it can’t be done, but it will likely be a step back at first.

monkeydust 7 hours ago

Whats peoples thoughts on Tenstorrent - they were looking for funding on Hiive recently but that deal got pulled when Qualcomm rumours surface a week or so ago.

bobajeff a day ago

It's kind of funny that Modular is getting acquired by a hardware company considering what it's founder has said repeatedly in interviews and articles about how those companies fail to make AI stacks.

* https://www.modular.com/blog/democratizing-ai-compute-part-9...

surajrmal a day ago

Could be the reason that Qualcomm decided to buy them out. Hire someone who knows how to fix the problem.

ivell 7 hours ago

Still the result could be that the software performance much better on their hardware than others. Priorities, competition, etc.

pjmlp 7 hours ago

Patents, and tooling portfolio.

melodyogonna a day ago

Related, Reuters reported the deal a few days ago, valued at $4b: https://www.reuters.com/legal/transactional/qualcomm-nearing...

nylonstrung 6 hours ago

I call BS, zero chance this traded at $4B. The fact they describe it as a "chip company" shouldn't give confidence

melodyogonna a day ago

Qualcomm has acquired excellent engineering talent here, the infrastructure I've seen Modular build in the 3 years I've followed the company is insane.

bit_economist a day ago

It's interesting that acquire.fyi data shows tech M&A deal volume is down 11% year to date, but total deal value is up 40%. So, fewer deals are closing in tech, but the deals that are closing are much larger. I wish we had the deal value for this one.

cocoflunchy 21 hours ago

It's the first sentence of the article? "an all-stock deal valued at nearly $4 billion"

maxloh 19 hours ago

I don't get it.

Qualcomm has almost no products in the high-end inference/training market. The industry standard is the NVIDIA Hopper H100/H200.

What could they possibly get from acquiring Modular?

sobkas 17 hours ago

> I don't get it. > > Qualcomm has almost no products in the high-end inference/training market. The industry standard is the NVIDIA Hopper H100/H200. > > What could they possibly get from acquiring Modular?

Don't ask what they will gain from owning it, ask what they will gain from others not owning it...

nl 16 hours ago

> Qualcomm has almost no products in the high-end inference/training market.

There's actually a lot of ML deployed on phones. Both Google's and Apple's photo software uses it heavily for example.

> The industry standard is the NVIDIA Hopper H100/H200.

B200/B300/GB300 actually...

ipsum2 10 hours ago

Nah, the vast majority of popular deployed models are still on Hopper.

toxicdevil 18 hours ago

Qualcomm is pivoting.

It's now focusing on inferencing, both for data centers and edge. They already have an older AI100 NPU card and have other products in the pipeline including server class CPU that they are targeting for "Agentic" applications.

bradfa 18 hours ago

Are the Qualcomm Dragonfly chips not considered high end?

re-thc 17 hours ago

> I don't get it. Qualcomm has almost no products in the high-end inference/training market

You're allowed to get a new job. Qualcomm is allowed to enter new markets.

mathisfun123 18 hours ago

You've never heard of an acquihire?

osigurdson 13 hours ago

I don't think $4B is reasonable for an acquihire. They must see value in the technology.

mathisfun123 12 hours ago

carterschonwald an hour ago

so the most notoriously patent oriented tech firm is buying this up. lol ;)

good for the founders. also explains why my resume got dropped on the floor as a desk reject :p

totalperspectiv 8 hours ago

Per modular Twitter, the plan is still to open source the mojo compiler this year: https://x.com/Modular/status/2069787078032834635

moscoe 14 hours ago

Either this was the plan all along (cashing in on the bubble) or it’s an admission of failure.

bwfan123 3 hours ago

Mojo seemed like a passion project. The fundamental problem was never the lack of a great programming language, and inventing a python bastard child of a language is not a solution. But, respect and congrats to the Modular folks. HW companies have notoriously bad software teams and culture and hopefully this injects some good sw dna into the acquirer.

YuechenLi 20 hours ago

I honestly think Mojo would be better served if it is just a high-level language for GPU programming that compiles down to PTX with clear Python/Rust interop boundaries instead of trying for the "one language, multiple computational model" thing that they seem to be going for. The programming model between CPU and GPU programming is very different: code that runs best on CPU with heavy branching behaviors should not be written the same way as massively parallel matrix multiplication oriented GPU code, which I think they will be forced to do in the MLIR level anyway.

So, you end up with a language that looks like Python, but doesn't behave like Python, and companies that adopt Mojo early with the promise of Python compatibility may find themselves running into edge cases with difficult to trace compiler error messages that would be nearly impossible to debug, especially with the addition of Zig style `comptime` as their metaprogramming model.

markkitti 15 hours ago

Yesterday, LineShine a supercomputer in China emerges as #1 in the Top500 using ARM v9 based chips and no GPUs. Today, Qualcomm a premier designer of ARMv9 licensed chips in the United States acquires Modular, who has been creating a compiler stack that provides an alternative to NVIDIA's CUDA stack.

Are you ready for Qualcomm ARMv9 powered inference running Mojo/MAX written kernels doing low-cost inference at scale for AI?

IMcD23 11 hours ago

Are you a bot?

dwa3592 19 hours ago

Has anyone used mojo/modular extensively in their work? I installed it as soon as it was available but never went past the toy examples.

disgruntledphd2 9 hours ago

I have a friend who is doing stuff with it, and he's incredibly excited about it, which is definitely a good sign.

I was really excited about it at launch, but its proprietary nature put me off.

amoshebb 7 hours ago

I tried, also all a little while ago, really found the puzzles fun to do and then tried to implement some basic radar pipeline things and found lots of just basic 'building blocks' for signal processing (i/o things, fft) were missing to the point I went back to JAX.

I'm still not manage memory on GPU the way I would like, but mojo (or, my ignorant first stab at it) did not let me exploit direct DMA type things anyway.

fnands 5 hours ago

What radar pipelines are you working on (out of pure curiosity here)

cisrockandroll 4 hours ago

RIP Modular

revengerwizard a day ago

Oh, that is unexpected... I tried applying for a position at Modular a few days ago.

fishgoesblub 16 hours ago

Welp, I think I can give up on my hope for Mojo.

mlazos 8 hours ago

Wtf? What a joke, but I mean the best way to become a billionaire is convince someone with a billion dollars to give it to you. This is actually insane, wow. I guess Qualcomm is desperate? Nobody was bidding for this, but congrats to the team at modular?! I’m actually salty about this because like I don’t feel like mojo was even good after trying it out.

WhereIsTheTruth a day ago

Of all possible acquirers, Qualcomm is the worst outcome for Mojo, rip

afr0ck a day ago

Why you say that? Nuvia made a massively great success with Oryon CPUs which are now all over the place.

re-thc 17 hours ago

> Nuvia made a massively great success

Not true. Nuvia has had huge delays as part of the acquisition. It resulted in ARM licensing lawsuits and many more and things dragged out.

refulgentis 13 hours ago

sipjca 11 hours ago

Hasn't pretty much everyone from Nuvia left QC at this point?

bigyabai 18 hours ago

Nvidia wasn't going to buy them. Unless Mojo intended to compete toe-to-toe in the hardware space, they were destined to get bought out by a hardware underdog at some point or another.

This is where an industry-spanning consortium would have helped out, but Mojo never really built those inroads with the hardware space. They just expected everyone else to opt-in to their mercurial middleware, which is a fundamental misunderstanding of how and why CUDA is successful.

semiinfinitely 21 hours ago

latty gotta get his baggy

samuell a day ago

As a meta comment, I'm surprised such a news is not reaching the frontpage already.

zapzupnz 19 hours ago

It's on the front page now.

lr1970 a day ago

There are multiple HN submissions on this topic and none of them gets traction. Weird...