Nvidia was accused of analysis of changes and challenges in the U.S. chip market!

Mondo Technology Updated on 2024-03-07

Nvidia was accused of analysis of changes and challenges in the U.S. chip market!

Nvidia is in a good position right now, and a lot of companies are relying on its processors. In addition to the concern that Nvidia sold its shares, we also have to say that the rise of artificial intelligence is completely different from the previous "technology bubble".

However, just when Nvidia was in trouble, a semiconductor company in the United States sued it.

According to GLOP's lawsuit against Nvidia, the company has abused its monopoly to delay the delivery of AI processors made by other companies. What's going on? In short, if a company buys Nvidia's AI chips, then that company will also order AI chips from other companies. Nvidia, on the other hand, will delay their delivery time.

According to Glopp, Nvidia does have "crimes" and "manipulating supplies."

However, Nvidia did not accept this, saying that it did not discriminate against its consumers, and the AI chips it produced would be reasonably apportioned in the market. If it can't be shipped on time, Nvidia can also meet the needs of its users through other means such as leasing. However, his words did not convince everyone, but a former senior executive of AMD expressed his opinion: Nvidia once suppressed AMD by virtue of its own advantages during its tenure at AMD.

So, what Grop says is a copy of AMD's repression. And Nvidia also used this "shameless" way to keep its position.

Naturally, there is no basis for this. But with AMD's example, even if Nvidia doesn't do it now, Nvidia will gradually lose its competitiveness.

Nvidia itself is also experiencing a shortage of supply. Not long ago, they were talking to TSMC about expanding production capacity, and they plan to bring in big companies such as Intel.

In other words, Nvidia has now had a "lack of production capacity" situation, and other companies will definitely choose more channels to buy chips.

But if a diversification strategy is adopted, then Nvidia's position in the country will be greatly affected, and even the company's current position will have a big impact.

In fact, there are also many companies that are speeding up the development of their own artificial intelligence chips to prevent Nvidia from suppressing AMD again. According to Amazon and Google, they do not intend to go head-to-head with Nvidia, but only hope to find a way to replace Intel's chips if necessary. And the rise of Nvidia has also sounded a "wake-up call" for other companies.

All this shows that Nvidia is still being targeted, although it has not done anything. Moreover, as the United States becomes more and more strict in the regulation of the semiconductor industry, Nvidia will not have any new orders.

It seems that Sister Mu Xin also had a vision when she sold Nvidia, and she also realized that as Nvidia's power continues to expand, the status of AI companies will gradually decline. What do you think about this? Please leave a comment, like, share here!

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