Source: Cailian Press, Author: Zhao Hao.
Vistage mentioned that AI chips are facing supply shortages, and companies that occupy a dominant position may face certain behavioral restrictions in the future; Earlier this week, it was reported that French regulators will file an antitrust lawsuit against Nvidia.
Margrethe Vestager, Executive Vice President and Commissioner for Competition of the European Commission, warned that Nvidia's artificial intelligence (AI) chip supply is facing a "huge bottleneck".
Vestager told the media during her visit to Singapore that the EU regulatory agencies are still considering whether and what actions to take, "we have been questioning them, but this is just a preliminary step for regulation."
According to Vestager's social media account, she visited Singapore for three days, participated in a conference held by AI Singapore, and discussed how to improve the level of AI projects, and how to accelerate the process from research to deployment, from simulated problems to solutions.
Since becoming the biggest beneficiary of AI spending frenzy, Nvidia has been on the watch list of regulatory agencies in many countries, because AI models run well on its produced graphics processing units (GPUs), which is regarded as the best choice by major datacenter operators.
Currently, Nvidia's GPUs have become the hottest commodity in the tech industry, attracting many tech giants to spend heavily. It is estimated that Nvidia's flagship product H100 helped the company obtain more than 80% of the market share, significantly ahead of major competitors Intel and AMD.
Vestager mentioned that AI chips are facing supply shortages, and the secondary market may help stimulate innovation and fair competition. But she pointed out that companies that occupy a dominant position may face certain behavioral restrictions in the future.
"If you have that kind of dominant position in the market, there are things that small companies can do, but you are not allowed to do," Vestager said, "but as long as you focus on your own business and respect this, there will be no problem."
Earlier this week, it was reported that France will file an antitrust lawsuit against Nvidia. The report mentioned the risk of its abuse of market dominance, and also expressed concern about the AI industry's excessive reliance on Nvidia's programming tool CUDA.
It is understood that Nvidia has spent nearly 20 years building a parallel computing platform and programming model "CUDA", which has attracted millions of developers with its efficient combination with GPUs, and now also includes software development tools, various services and partner-based solutions, becoming a deep ecological barrier.
Last November, French Minister of Economic, Finance and Industry and Digital Sovereignty Bruno Le Maire said that Nvidia's dominance in the AI chip field has led to increasingly unequal treatment among countries, and also stifled fair competition.
According to data cited by Le Maire, 92% of GPUs come from Nvidia. "If you want fair competition, you need a lot of private companies, not one company that may sell all the equipment," he said.
However, some analysts believe that many recent antitrust measures by the EU reflect their concern about the dominant position of US tech giants in new technology fields. For a long time, European companies have invested less in R&D and have had lower growth rates than their US counterparts.
As Christine Lagarde, Managing Director of the International Monetary Fund, previously mentioned, "We would like to see more attention to innovation, especially to investment in R&D, so that European-based innovative businesses can be realized in Europe. Today, Europe looks like a 'creativity shopping mall' for the United States."
Editor/Lambor