China opens an antitrust investigation into Nvidia

From The Verge: China is investigating Nvidia over antitrust violations, reportedly over claims the chipmaker failed to follow conditions set during China’s approval for its $6.9 billion acquisition of Israeli network hardware company Mellanox in 2020.

While announcing the DGX A100 GPU after acquiring Mellanox, Nvidia CEO Jensen Huang said this while explaining its importance to his company:

“If you take a look at the way modern data centers are architected, the workloads they have to do are more diverse than ever,” explains Huang. “Our approach going forward is not to just focus on the server itself but to think about the entire data center as a computing unit. Going forward I believe the world is going to think about data centers as a computing unit and we’re going to be thinking about data center-scale computing. No longer just personal computers or servers, but we’re going to be operating on the data center scale.”

Since then, the boom in demand for AI chips and servers has driven Nvidia’s value from under $200 billion to over $3 trillion in 2024, surpassing Microsoft, Apple, and Google.

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