Are multiple regulatory agencies targeting chip giant Nvidia? Anti competitive behavior or focus
阿豆学长长ov
发表于 2023-11-30 17:38:30
225
0
0
American chip giant Nvidia is receiving close attention from regulatory agencies in multiple countries. According to media reports, Nvidia recently stated in a regulatory document that regulatory agencies in the European Union, China, and France have requested information about its graphics cards, and it is expected that there will be more requirements in the future.
At the end of last year, after the release of Generative Artificial Intelligence ChatGPT, the demand for chips in the market surged. According to market research firm Jibang Consulting, most of the over 1.2 million AI servers shipped this year are equipped with Nvidia GPU chips, accounting for 60% to 70% of the market share. At the end of May this year, Nvidia's market value exceeded trillions of dollars, becoming the world's first chip company with a market value exceeding trillions of dollars.
This current dominant advantage has aroused the interest of regulatory agencies around the world. Nvidia stated in regulatory documents, "For example, the French Competition Authority (FCA) has collected information from us about our business and competition in the graphics card and cloud service provider markets as part of ongoing investigations into competition in these markets."
In September this year, the FCA conducted a surprise inspection of a "graphics card industry" company, and local and American media identified the company as NVIDIA. The FCA released a report this year on competition in the cloud computing industry, studying the market dominance of cloud computing companies such as Amazon, Google, and Microsoft, and whether their market dominance will affect competition. The report also points out that the development of large-scale language models, cloud games, and other industries may have an impact on the competitive operation of the industry. "The competition authorities must remain vigilant and ensure that existing participants do not hinder the development of small or new participants who utilize these technologies."
In September, some media quoted informed sources as saying that the European Union is investigating anti competitive behavior in the field of artificial intelligence chips led by Nvidia. Insiders say that the European Commission has been informally gathering opinions on potential abuse in the GPU industry to understand whether intervention is necessary in the future. However, in early October, an EU spokesperson responded that the European Commission had not conducted a formal investigation into artificial intelligence chips.
On November 21st local time, Nvidia released its financial report for the third quarter of the 2024 fiscal year as of October 29th, achieving revenue of $18.12 billion, a year-on-year increase of 206%, far exceeding market expectations of $16.2 billion; Net profit of 9.24 billion US dollars, higher than market expectations of 7.2 billion US dollars. The core business data center performed strongly, with a total revenue of $14.51 billion, a year-on-year increase of 279%, far exceeding market expectations of $12.87 billion.
The financial report shows that half of data center revenue comes from cloud computing infrastructure providers, and the other half comes from consumer internet organizations and large companies.
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
- Hot pot giant's sluggish performance and busy "self rescue": Haidilao bets on new product categories, Xiabu Xiabu seizes old customers
- Suddenly! The US stock market has fallen sharply! The data warning of chip giants flocking together and diving
- Lithography machine giant, urgent statement
- Jia Yueting talks about iPhone 16 launch event: Apple is becoming mediocre, leaving Steve Jobs more and more like a soulless giant! Luo Yonghao: Zero Innovation
- Too sudden! Giants apply for bankruptcy protection, with stock prices plummeting by over 70% this year and a maximum debt of 71 billion yuan
- soar! The market value of "Seven sisters" has soared by 7 trillion yuan! AI chip giant gains over 22% this week, surpassing Tesla in market value
- The demolition of the wall is complete! Taobao officially supports WeChat Pay, giant accelerates' ice breaking 'process
- AI consumes too much electricity, tech giants want to collectively bet on nuclear energy? Google is currently in negotiations
- Mining giant Rio Tinto announces acquisition of Arkadium Lithium
- High energy ahead! The "Seven Giants" of the US stock market are about to announce their financial reports, and the shocking data is coming
-
【英偉達の需要が高すぎる?SKハイニックス:黄仁勲がHBM 4チップの6カ月前納入を要求!】SKハイニックスの崔泰源(チェ・テウォン)会長は月曜日、インビダーの黄仁勲(ファン・インフン)CEOが同社の次世代高帯域 ...
- 琳271
- 昨天 17:54
- 支持
- 反对
- 回复
- 收藏
-
ファイザーが前立腺がんを治療する革新薬テゼナ& ;reg;(TALZENNA®,一般名:トルエンスルホン酸タラゾールパーリカプセル)は2024年10月29日に国家薬品監督管理局(NMPA)の承認を得て、HRR遺伝子突然変異 ...
- 什么大师特
- 4 小时前
- 支持
- 反对
- 回复
- 收藏
-
南方財経は11月5日、中央テレビのニュースによると、現地時間11月5日、米ボーイング社のストライキ労働者が59%の投票結果で新たな賃金協定を受け入れ、7週間にわたるストライキを終えた。ストライキ労働者は11月12 ...
- Dubssgshbsbdhd
- 5 小时前
- 支持
- 反对
- 回复
- 收藏
-
【マスクはテスラが携帯電話を作ることに応えた:作れるが作らないアップルとグーグルが悪さをしない限り】現地時間11月5日、有名ポッドキャストのジョローガン氏のインタビューに応じ、「携帯電話を作るのは私たち ...
- 波大老师
- 7 小时前
- 支持
- 反对
- 回复
- 收藏