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TRENDINGIntelligence Brief

Qualcomm Acquires Modular to Challenge CUDA as iPhone 18 Pro Wave 2 Pre-Orders Expand Globally

Qualcomm has agreed to acquire Modular, the team behind Mojo and MAX, to build a unified AI developer stack. Simultaneously, T-Mobile introduced a 24-month financing offer for the iPhone 18 Pro as global Wave 2 pre-orders face tight supply constraints.

Key points

  • Qualcomm agreed to acquire AI software startup Modular to unite Oryon processors and Amazon Dragonfly accelerators under an open developer stack.
  • T-Mobile launched a 24-month installment promotion for the iPhone 18 Pro on its Experience Beyond plan, challenging 36-month competitor lock-in terms.
  • Wave 2 pre-orders in Canada, India, and Asia saw 6.9-inch iPhone 18 Pro Max shipping dates slip 4 to 6 weeks within 30 minutes due to 2nm supply bounds.
  • T-Mobile detailed 5 network optimizations for the iPhone 18 Pro, including four-carrier 5G Standalone aggregation and direct-to-cell Starlink fallback.

Primary sources