Nvidia's acquisition of AI startup under investigation by US Department of Justice! Bundled sales' provoke public anger ': customer accusations, competitor dissatisfaction
123458026
发表于 2024-8-2 20:50:54
1224
0
0
On August 2nd Beijing time, according to informed sources cited by US media, the US Department of Justice is conducting an antitrust review on Nvidia's (NVDA, stock price $109.210, market value $2.7 trillion) acquisition of Israeli artificial intelligence startup Run: AI. The two companies announced the transaction in late April, but the specific acquisition amount has not been disclosed to the public. However, some media reports suggest that the transaction amount is $700 million.
On August 1st, the US stock market closed with Nvidia's stock price plummeting by 6.67%. Prior to the stock market on August 2nd, Nvidia's stock price continued to decline, with a drop of 3.90% as of press time.
Nvidia is deeply embroiled in antitrust investigations
The US Department of Justice is not the only agency conducting an antitrust investigation into Nvidia, and the Federal Trade Commission has also been involved in the investigation.
According to foreign media, the investigation is led by the US Department of Justice and jointly promoted with the US Federal Trade Commission. In June, both sides reached a consensus to clarify the division of labor - the Department of Justice will focus on the antitrust review of Nvidia's business practices, while the Federal Trade Commission will shift its investigation focus to the monopolistic behavior of Microsoft and its partner OpenAI in the field of big models.
On July 1st, according to foreign media reports, the French antitrust regulatory agency plans to accuse Nvidia of alleged anti competitive behavior.
In late July, the US Department of Justice, Federal Trade Commission, European Commission, and UK Competition and Markets Authority issued a joint statement expressing deep concerns about a few companies monopolizing competitive resources in the current market.
Official website of the Federal Trade Commission of the United States
The Federal Trade Commission stated in a joint statement, "All four antitrust enforcement agencies have pledged to remain vigilant about potential competition issues and are determined to use their existing powers to prevent strategies that may disrupt fair competition or lead to unfair or fraudulent behavior in the artificial intelligence ecosystem
NVIDIA's' Shopping Strategy '
Run: AI has previously established a partnership with Nvidia to provide support for graphics processing unit (GPU) virtualization. According to the NVIDIA blog, Omri Geller, co-founder and CEO of Run: ai, stated that "Run: ai has been working closely with NVIDIA since 2020. We are all passionate about helping our clients fully leverage their infrastructure
NVIDIA official website
The core technological advantage of Run: AI lies in its ability to enable customers to efficiently complete more tasks with limited chip resources. In the current market environment where chip supply is in short supply, this is undoubtedly a highly valuable service.
One of the doubts surrounding the Run: AI deal is that there are concerns that Nvidia may acquire the company with the intention of hiding a cutting-edge technology that can significantly improve customer computing efficiency and accomplish more tasks with fewer resources. If Run: AI is not acquired, this technology may have a negative impact on Nvidia's main source of profit.
'Bundled sales' or' forcing users to accept specific conditions'?
According to sources, the US Department of Justice's antitrust investigation into Nvidia is divided into two parts, one targeting Nvidia's transaction with Run: AI and the other primarily targeting Nvidia's business practices. The two surveys are independent but related, both investigating whether Nvidia is using its GPU technology advantages to build market barriers.
According to informed sources, as part of the comprehensive review of Nvidia, the investigation team of the Ministry of Justice is actively inquiring about the details of Nvidia's sales behavior, especially focusing on whether Nvidia has set additional conditions in the sales process, such as requiring customers to bundle their chips when purchasing other products, or promising not to purchase chips from competitors as a prerequisite for the transaction.
According to multiple insiders, Nvidia has been criticized by some customers and competitors. They claim that Nvidia's sales strategy limits users' choices and that Nvidia forces users to accept specific conditions during the sales process. In addition, they also expressed dissatisfaction with Nvidia's bundling of chips with other necessary software for sale.
Another issue is that developers will use NVIDIA CUDA software to write applications for their GPUs. The high dependence of the industry on Nvidia CUDA chip programming software has also raised concerns among antitrust authorities.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- NVIDIA GPU 임대 가격 요절!H100 및 RTX 4090 모두 50% 급락
- Only one step away from reaching the summit of the world! Nvidia's market value has exceeded $3.5 trillion, and Wall Street continues to be bullish
- Did you miss out on Nvidia in the AI craze? Hedge fund tycoon shouts: buy this' bargain '!
- Nvidia's new generation AI chip GB200 orders explode, H100 chip hits cold
- ParTec files patent infringement lawsuit against Nvidia in Munich
- Nvidia's intraday market value surpasses Apple again, and the battle for the top spot in the US stock market is becoming increasingly fierce
- How will 'Trump 2.0' affect Nvidia? Wall Street consensus: More is good!
- Huang Renxun makes a major announcement! Nvidia and SoftBank collaborate, SoftBank accelerates AI layout
- The Biden administration hits hard! The US Department of Justice may force Google to sell Chrome
- Wall Street raises Nvidia target price one after another: Blackwell craze is coming!
-
中国政府在努力解决地方形式主义、官僚主义问题,寻求减轻基层官员的工作负担,以确保刺激经济的政策能得到有效执行。 自那以后的几个月里,中国政策制定者一直没有推出大规模刺激措施来让经济迅速复苏,这 ...
- 德鲁凯
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
日本经济新闻(中文版:日经中文网)对美国知名基金公司日前披露的截至9月末的持仓股票进行分析后发现,这些基金明显倾向于投资美国内需企业。由于之前猜测特朗普会在美国总统大选中处于优势,这些基金公司可能 ...
- 德鲁凯
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
资金正从新兴市场国家的资产中流出。投资于股票的投资信托的流出规模创出了9年零3个月以来的新高,债券投资信托也连续4周净流出。其背景是坚挺的美国经济和中国经济的减速。如果美国下一任总统特朗普的政策运作 ...
- 德鲁凯
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
导致要求谷歌分拆的裁决体现了美国反垄断法一个多世纪以来的发展历程。不过也有专家指出,目前尚不清楚法律程序还会持续多久,以及潜在的拆分何时才能实际发生,“到那时,浏览器或搜索引擎的形态可能已经和今天 ...
- 德鲁凯
- 3 天前
- 支持
- 反对
- 回复
- 收藏