クアルコムがModular社(Mojo言語)を買収。個人的には今年のAI業界で最も戦略的なM&Aだと捉えています。注目は、NVIDIAのCUDAに対抗するための「ソフトウェアエコシステムごと押さえる」戦略。ハードウェアだけでなく開発言語から囲い込むのは、まさに敵の土俵に立つ覚悟の表れでしょう。LLVMやSwiftの生みの親であるラトナー氏のチームを丸ごと迎え入れたのも象徴的です。秋のオープンソース化が普及の鍵。ベンダ主導のOSS言語として成功するか、注視していきたいと思います。#Mojo #Qualcomm #AI #OSS #半導体
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