European Union competitors chief Margrethe Vestager warned of a “large bottleneck” in Nvidia Corp. AI chips provide, however stated watchdogs are nonetheless making up their minds about what, if something, to do about it.
“We’ve been asking them questions, however that’s actually preliminary,” she instructed Bloomberg throughout a visit to Singapore. That “wouldn’t” thus far “tick the field of being regulatory motion.”
Nvidia has drawn the eye of regulators since turning into the largest beneficiary of the synthetic intelligence spending growth. Its graphics processing items — or GPUs — are prized by knowledge middle operators for his or her potential to crunch the huge quantity of data required to develop AI fashions.
The chips have grow to be one of many hottest commodities within the tech world, with cloud computing suppliers competing with each other to get entry to them. Nvidia’s in demand H100 processing items have helped them achieve a market share of above 80%, in line with estimates, forward of rivals Intel Corp. and Advanced Micro Devices Inc.
Regardless of the availability squeeze, Vestager stated that secondary markets within the provide of AI chips may assist to spark innovation and honest competitors.
However she stated corporations which can be dominant may face sure restrictions on their conduct sooner or later.
“When you’ve got that sort of dominant place within the market, there are issues that you simply can not do {that a} small firm can do,” she stated. “However apart from that, so long as you do your small business and are respecting that, you’re good.”