Qualcomm acquires VinAI to expand GenAI capabilities

Qualcomm has taken a decisive step to solidify its lead in the landscape of generative AI with the acquisition of  MovianAI, the former GenAI division of Vietnam-based VinAI. The official announcement of the deal was made on 2 April 2025 by Qualcomm.

More than mere business strategy, this acquisition looks like a strategic play that could redefine Qualcomm’s AI capabilities across multiple industries. And, if executed well, it could give Qualcomm a significant edge in an AI-powered future.

VinAI not only brings cutting-edge research expertise into Qualcomm’s fold but also strengthens its presence in Vietnam’s rapidly evolving tech ecosystem.

What’s in it for Qualcomm?

For years, Qualcomm has been working on technologies like mobile computing, 5G, and IoT. However, at the times when generative AI is at the forefront of technological disruption, by integrating VinAI’s research and development capabilities, Qualcomm is not just acquiring talent, but also gaining access to advanced AI models.

The strategic benefits of this acquisition go beyond just expanding Qualcomm’s AI research.  The company stands to gain:

1. Enhanced AI Performance for Edge Devices – Qualcomm has been integrating AI capabilities into Snapdragon-powered devices. With VinAI’s expertise, expect smarter, more efficient on-device AI models that will drive better personalisation and automation.
2. Stronger AI Positioning in Automotive and IoT – AI is redefining automotive technology, and Qualcomm is investing heavily in software-defined vehicles. The acquisition strengthens its ability to deliver advanced AI solutions for self-driving tech, predictive maintenance, and intelligent connectivity in cars.
3. Diversification Beyond Smartphones – While Qualcomm remains a dominant force in mobile chipsets, competition from MediaTek and Apple’s custom silicon has intensified. Expanding into AI-powered PCs, enterprise applications, and cloud-based AI solutions will reduce reliance on a single market.
4. Access to Vietnam’s Talent Pool – Vietnam’s ICT sector has been growing at an impressive pace, with companies increasingly contributing to global innovation. Qualcomm has been working with Vietnamese firms for over two decades, and this acquisition deepens its ties to one of Asia’s rising tech hubs.

Fitting into the bigger AI race

The AI landscape is getting more competitive than ever. While NVIDIA dominates the GPU market, OpenAI is setting benchmarks in generative AI models, and Apple and Google are working towards embedding AI deeper into their ecosystems.

Meanwhile, Qualcomm’s strength lies in its ability to run AI workloads efficiently on mobile and edge devices rather than relying solely on cloud-based processing. By acquiring VinAI’s generative AI division, it may position itself as one of the key players

 in delivering AI-driven experiences directly on devices, whether it’s a smartphone optimising battery life based on user habits, an AI-powered dashboard in a car, or enterprise solutions that streamline workflows with on-device intelligence.