this post was submitted on 06 Jun 2024
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Microsoft, sure.
Have the other two really done anything that would cause this inquiry? Not saying they haven't, it's just less obvious to me.
OpenAI may have grown a bit fast in relation to the ai hype craze so I don't know if it'll hold much water on an anti trust. Nvidia competes with competitors with things like GPUs but is pretty far ahead with ai chips and some data center ai related products. It will be interesting to see if either will go anywhere.
Yeah, I don't see OpenAI losing that case, there are plenty of others developing AI, including much bigger companies like Google. It's hard to argue with a straight face that they'll prevent anyone else from entering the market.
Nvidia definitely has a lot of skeletons in their closets with respect to anti-competitive practices.
But even beyond that, any government would be within its right to start action against their dominance in the GPU compute space (e.g. making CUDA an open, independently managed, standard that Nvidia would have to do their absolute best to comply (or Huang would have proper liability, not american style).
Same with their schemes around sanctions busting. If I was American, I would be extremely pissed off with how they are being handled with kids gloves for what is essentially treason (i.e. from my limited understanding the highest penalty in the US would be capital punishment).
If there was a time for an NVIDIA anti trust suite, it was a while ago during their OEM/retailer ~~kickbacks~~ i mean discounts.