On March 2, it was reported that with the explosion of generative artificial intelligence (AI) demand for AI chips, Nvidia has become the leader of the entire market with its AI GPU, and occupies more than 90% of the AI chip market share. Recently, however, executives at a number of companies have accused Nvidia of abusing its market leadership and retaliating against a customer after learning that it was in talks with a competitor, such as delaying shipments to the customer.
Jonathan Ross, CEO of Groq, the CEO of Groq, an American artificial intelligence startup that competed with Nvidia, recently accused Nvidia of obstructing fair competition in an interview with Wall Street. Jonathan Ross said that other chip customers have revealed to him that if Nvidia asks about it, they will deny talking to Groq for fear of retaliation.
Many of the people we've met have said that if the news of the meeting reaches Nvidia, they will be killed. "The problem is that you have to pay Nvidia a year in advance, but the delivery time may be a year, or it may be longer. They'll say, 'Oh, you bought it from somebody else, so I guess it's going to be late.'" Jonathan Ross said.
Although Nvidia denied this, Scott Herkleman, former senior vice president and general manager of AMD's graphics business unit, also came forward recently, accusing Nvidia's business behavior and monopoly group cartel (Cartel) similar behavior, and calling it a "GPU cartel", suggesting that Nvidia's hegemony in the AI chip market may not be accidental.
Sherkleman, a former vice president at AMD, believes that Nvidia throttles GPUs** to maintain its dominance in the industry by making customers afraid of using rival GPUs.
In an interview with Wall Street, Nvidia CEO Jensen Huang did not directly respond to these allegations, but stressed that the company tries to be as fair as possible in allocating GPUs and will not prioritize companies that will not use GPUs immediately.
At present, there is no concrete evidence to support these allegations against Nvidia, but Herkleman's statement will undoubtedly intensify the discussion and scrutiny of Nvidia's business practices.
At the same time, this is not the first time that Nvidia has been questioned for its market behavior. In 2018, Nvidia also sparked controversy when it launched the GeForce Partner Program, which required partners to dedicate gaming brands (Asus, Gigabyte, Strix, Auros, etc.) to NVIDIA GPUs or fail to get new graphics cards. Although the plan was eventually canceled under popular pressure, it still left a shadow on the image of the industry.
Editor: Xinzhixun-Rogue Sword.