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U.S. clears way for antitrust inquiries of Nvidia, Microsoft and OpenAI

nytimes.com

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Re: U.S. clears way for antitrust inquiries of Nvidia, Microsoft and OpenAI

#8
Nvidia solved a hard problem and their competitors all failed. I spent years with an AMD card growing progressively more annoyed at their self-inflicted apparent inability to multiply matrices on demand. Nvidia had nothing to do with their failure, unless they had some sort of high-level mole in AMD's driver teams.

Hitting the only successful company in a difficult field with legal assaults is not the obvious path to success. Nvidia has nothing close to a monopoly; there is no moat and they operate in a commodity space that will behave like a normal competitive market. It just happens that their competitors were wall-to-wall complacent about how quickly the hardware world can change and they stupidly thought graphics cards were for displaying graphics. It turns out graphics cards are for building AI and crypto markets.

Re: U.S. clears way for antitrust inquiries of Nvidia, Microsoft and OpenAI

#9
It's difficult for me to understand the thinking here. Nvidia is dominant because AMD and Intel completely dropped the ball on investing in frameworks to compete with CUDA. Microsoft... invested in OpenAI when it was clear that the newer batch of generative models had legs. OpenAI isn't really anticompetitive as far as I can tell - they just have the most money with which to vacuum up the most data and hire the top engineers.

Investigating is fine, but if the concern is the direction of AI in general then that's a job for legislation, not antitrust action. I.e. a job that Congress kind of sucks at.

Re: U.S. clears way for antitrust inquiries of Nvidia, Microsoft and OpenAI

#10
I don’t understand why the US government is moving to cripple NVidia. It’s not Jensen’s fault that he’s a visionary CEO who anticipated this market and invested in CUDA. Jensen also didn’t anything to do with the fact that Intel had incompetent leadership for 15 years before Pat Gelsinger joined in 2021.
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