Key Metrics
Company Snapshot
Qualcomm is a Semiconductors company, based in San Diego, California, USA, founded 1985 by Irwin Jacobs, Andrew Viterbi, Franklin Antonio. Market cap $180.22B (As of Sep 5, 2026, companiesmarketcap.com).
Recent changes
- Sep 8, 2026Sep 8, 2026Qualcomm and Amazon strike $60B AI chip pact Pulse story
- Sep 5, 2026Sep 5, 2026First reported market cap: $180.22B companiesmarketcap.com
- Sep 3, 2026Sep 3, 2026Qualcomm Backs Ultrahuman's $70M Smart Ring Bet Pulse story
- Aug 6, 2026Aug 6, 2026Invested in Lumilens (Series C, $700M) SiliconANGLE
- Jun 30, 2026Jun 30, 2026GV's Dave Munichiello on Qualcomm's Modular Deal, a Roughly 10x Return, and the AI Software Shift Pulse story
Earlier changes (5)
- Jun 30, 2026Jun 30, 2026Qualcomm's $3.9B Modular Buy Hands GV a 27x Return as Chipmakers Race to Own AI Software Pulse story
- Jun 24, 2026Jun 24, 2026Qualcomm Agrees to Buy Modular for ~$4B in All-Stock Deal, Taking Aim at Nvidia's CUDA Moat Pulse story
- Jun 24, 2026Jun 24, 2026Qualcomm to Buy AI-Software Startup Modular for ~$3.9B to Attack Nvidia's CUDA Moat Pulse story
- Jun 10, 2026Jun 10, 2026Invested in Neura Robotics (Series C, up to $1.4B) Neura Robotics
- Sep 1, 2025Sep 1, 2025Invested in Figure (Series C, $1B+) Wikipedia
Investors
Latest Pulse
- Sep 12, 2026AI Data Centers Are Now Built Like Military BunkersA UAE AI campus now weighs underground bunkers and air defense, Google just locked in nuclear power for Finland, and a nuclear-plant operator is going public -- power and physical security, not GPUs, are AI's newest constraint.→
- Sep 10, 2026Why AI Capex Forecasts Keep Being Too LowBroadcom, Marvell, Oracle, Qualcomm and Anthropic have each raised AI revenue guidance, backlog figures or credit capacity this quarter rather than lowering them, a pattern holding across chipmakers, cloud providers and frontier labs.→
- Sep 8, 2026Qualcomm and Amazon strike $60B AI chip pactQualcomm and Amazon announced a multi-generational deal to co-develop custom AI inference chips and optical interconnects for AWS data centers, tied to up to $60 billion in potential future purchases and a warrant for Amazon to buy a stake in Qualcomm worth.→
- Sep 8, 2026Venture Funding's 2026 Boom Is Really Fewer, Bigger BetsAugust's $42B in global venture funding, a $14.6B defense-tech record, and a wave of billion-dollar seed rounds all point to the same mechanism: more dollars chasing fewer, later-feeling deals.→
- Sep 8, 2026Robotics' $55.8B Year Looks Like Infra Spend, Not VentureRobotics companies have raised $55.8 billion in 2026, but the capital intensity and multi-year development cycles behind that number look more like project-finance infrastructure spending than a venture-return profile.→
- Sep 8, 2026Arm Bets Phones Will Run Agents, Not Just AppsArm's next mobile chip platform, CSS for Mobile 2, is built to run AI agents and console-quality graphics locally on a phone, moving inference off the cloud and onto the device inside a 1-watt power budget.→
- Sep 3, 2026Qualcomm Backs Ultrahuman's $70M Smart Ring BetUltrahuman raised a $70 million round led by Qualcomm Ventures at a $365 million valuation, a 3x markup, to build custom silicon that turns its smart ring into an on-device computer -- launching the same week rival Oura filed to go public.→
- Sep 3, 2026Nvidia Confirms $12.9B Deal to Buy Hugging FaceNvidia formally confirmed its $12.9 billion acquisition of Hugging Face, the open-source AI model repository, converting a deal reported as unsigned in August into a completed agreement with public commitments on platform neutrality.→
- Sep 2, 2026Ex-Apple Engineers' Lyte Raises $165M at $1.6BLyte, a robotics-perception startup founded by former Apple and PrimeSense engineers, raised a $165 million Series C led by Maverick Silicon at a $1.6 billion valuation to scale sensing for warehouse robots.→
- Aug 31, 2026Syntiant's 'Edge AI' IPO Pitch Is Mostly a Microphone BusinessSyntiant is pitching investors on a roughly $300M edge-AI chip IPO, but about 95% of its most recent quarterly revenue actually comes from a sensor business -- mostly microphones -- it acquired in 2024, not from AI chip sales.→
Coverage Timeline
newest first- Sep 10, 2026AIWhy AI Capex Forecasts Keep Being Too Low→
- Sep 8, 2026BIG TECHQualcomm and Amazon strike $60B AI chip pact$60B chip pact→
- Jun 30, 2026FUNDINGGV's Dave Munichiello on Qualcomm's Modular Deal, a Roughly 10x Return, and the AI Software Shift~10x return→
- Jun 30, 2026BIG TECHQualcomm's $3.9B Modular Buy Hands GV a 27x Return as Chipmakers Race to Own AI Software$3.9B→
- Jun 24, 2026BIG TECHQualcomm Agrees to Buy Modular for ~$4B in All-Stock Deal, Taking Aim at Nvidia's CUDA Moat$3.92B→
- Jun 24, 2026BIG TECHQualcomm to Buy AI-Software Startup Modular for ~$3.9B to Attack Nvidia's CUDA Moat~$3.9B→
All Coverage
AI
Why AI Capex Forecasts Keep Being Too Low
Broadcom, Marvell, Oracle, Qualcomm and Anthropic have each raised AI revenue guidance, backlog figures or credit capacity this quarter rather than lowering them, a pattern holding across chipmakers, cloud providers and frontier labs.
DEEP DIVE
Qualcomm and Amazon strike $60B AI chip pact
BIG TECH$60B chip pact
Qualcomm and Amazon strike $60B AI chip pact
Qualcomm and Amazon announced a multi-generational deal to co-develop custom AI inference chips and optical interconnects for AWS data centers, tied to up to $60 billion in potential future purchases and a warrant for Amazon to buy a stake in Qualcomm worth.
DEEP DIVE
GV's Dave Munichiello on Qualcomm's Modular Deal, a Roughly 10x Return, and the AI Software Shift
FUNDING~10x return
GV's Dave Munichiello on Qualcomm's Modular Deal, a Roughly 10x Return, and the AI Software Shift
GV general partner Dave Munichiello discussed Qualcomm's June 24 acquisition of AI infrastructure software startup Modular in a Crunchbase Q&A published June 30, describing a return of roughly 10x on GV's total dollars invested after leading Modular's Series A at a $155 million valuation with a $23 million check. Munichiello framed the deal as validation of a shift toward 'disaggregated inference' — software that lets AI workloads run efficiently across a mix of chips rather than locking into a single hardware vendor.
Qualcomm's $3.9B Modular Buy Hands GV a 27x Return as Chipmakers Race to Own AI Software
BIG TECH$3.9B
Qualcomm's $3.9B Modular Buy Hands GV a 27x Return as Chipmakers Race to Own AI Software
Qualcomm's roughly $3.9 billion acquisition of Modular -- the AI-software company founded by Swift and LLVM creator Chris Lattner -- has handed early backer GV a 27x return on its initial check, the firm's Dave Munichiello revealed this week. The deal is the clearest sign yet that the strategic battleground in AI is shifting from raw silicon to the software layer that makes chips usable, as Qualcomm bets it can challenge Nvidia's CUDA moat by owning the stack that runs models across CPUs, GPUs and AI accelerators.
Qualcomm Agrees to Buy Modular for ~$4B in All-Stock Deal, Taking Aim at Nvidia's CUDA Moat
BIG TECH$3.92B
Qualcomm Agrees to Buy Modular for ~$4B in All-Stock Deal, Taking Aim at Nvidia's CUDA Moat
Qualcomm agreed on June 24 to acquire Modular, the AI-infrastructure company founded by Chris Lattner (LLVM, Swift), in an all-stock deal valued near $4 billion — its largest ever. The play: use Modular's MAX platform to run AI models across Qualcomm silicon without hand-tuning code for each chip, directly attacking the software stack that has cemented Nvidia's data-center dominance.
Qualcomm to Buy AI-Software Startup Modular for ~$3.9B to Attack Nvidia's CUDA Moat
BIG TECH~$3.9B
Qualcomm to Buy AI-Software Startup Modular for ~$3.9B to Attack Nvidia's CUDA Moat
Qualcomm agreed to acquire Modular -- the startup behind the Mojo programming language and MAX AI platform -- in an all-stock deal worth roughly $3.9 billion. The bet is that the way to break Nvidia's dominance isn't a faster chip but an open software layer that lets AI models run efficiently across any hardware, directly challenging the CUDA lock-in.
Value Add Research
- Company Deep Dive · Sep 28, 2026Figure AI: Inside the $39 Billion Humanoid Robotics Company Building Its Own AI and Factory
- AI & Technology · Aug 27, 2026Eliyan Valuation 2026: $1B After a $145M Series C
- AI & Technology · Aug 19, 2026How Hugging Face Makes Money: ~$150M ARR and the $12.9B Nvidia Deal
- VC & Investing · Jul 15, 2026Syntiant IPO (SYTN) 2026: $270M Revenue S-1 Breakdown
- AI & Technology · Jul 6, 2026$350B Sovereign AI — Every Government's Bet (2026)
- Market & Trends · Jun 29, 2026TSMC Taiwan: 90% Advanced Chips, $165B Arizona Hedge
- AI & Technology · Jun 27, 2026Saudi Arabia AI: $100B Vision 2030
- Market & Trends · Jun 16, 2026SpaceX Direct to Cell: 657 Satellites, 4G/5G
Related Companies
Qualcomm FAQ
What is Qualcomm's market cap?
Qualcomm's market cap is $180.22B (As of Sep 5, 2026, companiesmarketcap.com).
Who are Qualcomm's investors?
Qualcomm's investors include Storm Ventures, Vintage Investment Partners (As of Sep 5, 2026).
Is Qualcomm publicly traded?
Yes. Qualcomm trades under the ticker QCOM, with a market cap of $180.22B (As of Sep 5, 2026).
Sources & methodologyshow
Where these figures come from
- companiesmarketcap.comresearch database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.