Nvidia, the leading force in artificial intelligence (AI) hardware, witnessed an extraordinary decline in its market value, losing nearly $300 billion in a single day. This marks the largest one-day drop in the company’s history, spurred by a broader sell-off in AI stocks and an escalating antitrust investigation by the U.S. Department of Justice (DOJ). […]
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The U.S. Justice Department and the Federal Trade Commission (FTC) have formalized an agreement that paves the way for potential antitrust investigations into Microsoft, OpenAI, and Nvidia. This decision underscores the increasing regulatory scrutiny on these tech giants, which dominate the burgeoning artificial intelligence (AI) industry. The arrangement between the two agencies, confirmed by a […]
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NVIDIA is the first company in the semiconductor sector to reach a valuation of $1 trillion. While the company owes its success partly to the promising prospects of generative AI, the Microsoft-Activision deal may help the company growing in the gaming sector. Although NVIDIA’s gaming revenue for fiscal year 2023 experienced a decline of 27% […]
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The companies may delay until September the formal filing of the deal in Europe. While this may look like an unnecessary delay, this extra time could allow EU regulators to review the deal and grant an approval without opening an in-depth merger review, in our view. The $40 billion deal will combine Nvidia’s graphic and data center chips with Arm’s IP licensing portfolio to create a microchip company with enhanced AI and IoT capabilities. The deal is expected to raise antitrust concerns in US, Europe and China.
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