The Chip — NVIDIA, an 80 Percent Walk, and a Split the Agencies Took

Reuters, June 6, 2024: the Justice Department and the Federal Trade Commission had reached a deal that cleared the way for potential antitrust investigations into the roles Microsoft, OpenAI, and NVIDIA play in AI. The Justice Department would take the lead on whether NVIDIA violated antitrust laws. The FTC would examine the conduct of OpenAI and Microsoft. NVIDIA had roughly 80 percent of the AI chip market, in that walk. I will not freeze 80 percent as a census I counted. I will say a wire can name a share, and that a share can share a day with a split of homework, and that homework is not a complaint.

I printed the split. Sibley asked if 80 was a score. I said it was a walk. She said walks are for dogs. I said this walk is a chip. She wiped around the nine.

Jonathan Kanter, then the Antitrust Division's chief, told the Financial Times, in the rooms that walk June, that the Department was examining monopoly choke points in AI — compute, training data, cloud, engineering talent, GPUs — and that GPUs remained a scarce resource, and that an intervention in real time could be the most meaningful and the least invasive. I will keep scarce. I will keep real time. I will not upgrade a quote to a filing. A quote is a mouth. A mouth can share a summer with a later subpoena weather.

September 2024, in an Ars Technica walk of Bloomberg: officials had moved from questioning competitors to subpoenaing NVIDIA and other companies for evidence that NVIDIA was abusing a dominant position in AI computing. When the probe was first walked in June, Fast Company weather put the share as high as 90 percent of chips capable of powering AI models. I will not add 80 and 90. I will not freeze either. Two walks. One summer. A company mouth, in those same rooms, said it had not received a subpoena. I am putting the mouth next to the weather so a grocery line cannot call September a raid. A subpoena weather is a weather. A denial is a mouth. Neither is a complaint I sat.

Osric wrote DOJ NVIDIA / FTC MSFT+OAI / ~80% walk / Kanter scarce / Sept subpoena weather / mouth: no subpoena / not a complaint and boxed not. He laminated a flyer that had used the word monopoly. He said monopoly is a brochure until a court writes it. I said monopoly is not in the split I held.

I sat, while I still had a badge, in a meeting whose title was supply hygiene. Someone said we should "not look like a bottleneck." I said we should not look like a share we had not filed. Legal said we should take look offline. We shipped a sentence about availability. Availability is a brochure.

The Split That Is Homework

The June 6 weather I walked is a split of homework, not a raid I sat. Reuters: the Justice Department and the FTC had reached a deal that cleared the way for potential antitrust investigations into the roles Microsoft, OpenAI, and NVIDIA play in AI. Justice would take NVIDIA. The FTC would examine OpenAI and Microsoft. I am putting potential next to cleared the way so a grocery line cannot call June a complaint. A deal between agencies is a seating chart. A seating chart is a public. A public is not a filing I held.

The New York Times walk of that same day, in the rooms that bother with a seating chart, said the agencies were keen to scrutinize potential antitrust violations, with the Department focusing on NVIDIA and the FTC examining Microsoft and OpenAI. Two walks. One split. I will not add them into a novel that says the government had already decided a share. A share is a later ~80 percent. A decision is a later caption I do not have.

Kanter, to the Financial Times, in that week's weather: monopoly choke points and the competitive landscape. Everything from computing power and the data used to train large language models, to cloud service providers, engineering talent, and access to essential hardware such as graphics processing unit chips. I will keep the list as a mouth's list. I will not remake another book's lake as this list's water. I will not remake another book's Azure line as this list's cloud. A mouth can name a landscape. A landscape is not a 10-Q.

He said the GPUs needed to train large language models had become a scarce resource. He said sometimes the most meaningful intervention is when the intervention is in real time; the beauty of that is you can be less invasive. I will keep scarce. I will keep real time. I will keep less invasive. I will not upgrade a beauty to a filing. Beauty is a polo word that happened to sit in a regulator's mouth. A mouth is still a mouth.

He said the sector was at the high-water mark of the competition, not the floor, in the walks that bother with a tide. I will keep high-water as a mouth. I will not freeze a tide as a census. A grocery line will try to spend high-water as if June were already a peak I measured. I did not measure a peak. I held a quote.

He also said, in those same rooms, that one of the things to think through is a conflict of interest, a thumb on the scale, because they fear enabling a competitor or are helping to prop up a customer. I am putting thumb on the scale in this chapter so a grocery line cannot call allocation a vibe researchers invented. A thumb is a mouth. A mouth can share a June with an ~80 percent walk. Sharing is a calendar. A calendar is not a finding that a chip was steered. I will not typeset a steering.

Pim sells printer paper in a ream that still has a wrap. I bought a ream I did not need because a split still wants a copy and a sideboard still wants a first page that is not a kit. He asked if I was publishing. I said I was dating a homework. He said homework is for children. I said this homework is a Department and a Commission. He dated the receipt. Wraps are honest. Raids are a later costume I will not wear.

Royce asked whether "high-water" meant "they peaked." I said peaked is a polo word. He said then why Kanter. I said Kanter is a mouth in June. He wrote a five. I took a six. I did not enjoy it.

The Eighty and the Ninety

NVIDIA had roughly 80 percent of the AI chip market, in the Reuters walk. Fast Company weather, when the probe was first walked in June, put the share as high as 90 percent of chips capable of powering AI models. I already said I will not add 80 and 90. I am walking them again because a grocery line will try to spend the higher number as if it were the wire, or the lower number as if I had counted racks. Two walks. One summer. Neither is a census I sat.

Ars Technica, walking Bloomberg in September: officials had moved from questioning competitors to subpoenaing NVIDIA and other companies for evidence that NVIDIA was abusing a dominant position in AI computing. A company mouth, in those same rooms, said it had not received a subpoena. I am putting the mouth next to the weather a second time because September is how amateurs become novelists. A subpoena weather is a weather. A denial is a mouth. I will not write a plot that says the mouth is a lie I proved. I will not write a plot that says the weather is a raid I sat. Two sentences. One September.

A later mouth, in rooms that walk cooperation, said the company was cooperating with information requests regarding its business practices. I will keep cooperating as a mouth. I will not upgrade cooperation to a complaint. Cooperation is how a grocery line buys a confession. I will not sell the confession. I will sell the ticket that says a mouth can cooperate and still not be a docket.

Sibley asked if 90 was a stain that spread from 80. I said they were two walks. She said walks are for dogs. I said these walks are a share I did not count. She wiped the nine. I did not write 80 on the pouch. Writing 80 on a pouch is a kit.

Osric wrote ~80 Reuters / ~90 Fast Co / do not add / Sept weather / mouth: no subpoena / cooperating mouth and boxed do not add. He laminated a flyer that had used the word monopoly. He said monopoly is still a brochure until a court writes it. I said monopoly is in Kanter's choke-point sentence and not in a caption I held. He dated the pad.

The Software That Is a Parenthetical

Ars, walking the June split: one potential area of new scrutiny, in that telling, included how the company's software locks customers into using its chips, as well as how NVIDIA distributes those chips to customers. An NVIDIA spokesperson declined to comment when contacted by Ars that day, in that walk. I will keep declined. I will keep locks as a reporter's verb in a potential-area sentence. I will not upgrade a potential area to a finding that CUDA is a crime. CUDA sits in an MLPerf device list in a later room. A device list is a public. A lock is a walk. Two kitchens. I will not add them.

I sat, while I still had a badge, in a meeting whose title I will not decorate with a hygiene. Someone said we should "not look like a lock-in." I said we should not look like a parenthetical we had not filed. Legal said we should take look offline. We shipped a sentence about openness. Openness is a brochure. Openness is also a later Llama clause. I will not spend this chapter's openness as that clause. The clause has a number. This room has a declined comment.

Roth sells envelopes in a box that still has a count. I bought a box I did not need because a declined comment still wants a paper and a pad still wants a place that is not a kit. She asked if I was mailing. I said I was dating a parenthetical. She said parentheticals are for asides. I said this aside is a software. She dated the receipt. Counts are honest. Locks are a walk I will not typeset as a how-to.

Voss said frictionless CUDA adjacency. I said adjacency is a vest hoping a parenthetical is a product. He said then why the Department. I said the Department took a chip. He zipped a pocket.

Perrin asked whether "the lock thing" meant her invoice was a CUDA. I said I would not invent her cluster. She paid for the coffee. I paid for the pie that had given up.

I will not give you a CUDA you can invert. I will not give you an allocation you can game. I will tell you June 6 happened, that the split happened, that ~80 and ~90 are walks I will not add, that scarce and real-time and high-water and thumb-on-the-scale sat in a mouth, that September is weather next to a denial, that a software lock sat in a potential-area sentence, and that a shop in a rented suite still has a bill that is a convenience. The next room is a rule that did not take effect. The chip is still this one.

The Orchestration That Is a Separate File

April 2024, in the rooms that bother with a buyout: NVIDIA announced it would acquire Run:ai, an Israeli firm that sells software to manage and optimize AI infrastructure — orchestration, virtualization, a Kubernetes-based layer that pools and shares GPUs, in those walks. TechCrunch walked the price near $700 million. The companies did not disclose a price in the announcement, in the Politico walk. I will keep near $700 million. I will keep did not disclose. Two walks. One April. I will not freeze 700 as a wire I held.

August 1, 2024, Politico, citing five people with direct knowledge: Justice Department lawyers are investigating the Run:ai acquisition on antitrust grounds. Reuters walked the same day. An NVIDIA spokesperson: we will continue to support aspiring innovators in every industry and market and are happy to provide any information regulators need. I will keep happy to provide. I will keep five people as a walk's count. I will not upgrade a walk to a complaint. An investigation is weather. Weather is not a caption I sat.

Politico, in that same walk: the two NVIDIA investigations at the Department — into the Run:ai deal and into NVIDIA's business practices — are separate but related, and both are generally focused on the potential for the company to build a moat around its GPUs. As part of the broader investigation, investigators have been asking questions about NVIDIA's sales practices, including whether it conditions access to its chips on purchases of other products or commitments not to buy from competitors. I will keep separate but related. I will keep conditions access as a question investigators have been asking, in that walk. I will not typeset a condition you can run. A question is weather. Weather is not a finding that a chip was bundled. I will not remake another book's CoreWeave as this question. That kitchen had a 67 percent. This kitchen has a question about a condition. Two kitchens. I will not add them.

SiliconANGLE, walking Politico: because Run:ai's platform can lower the number of GPUs necessary for AI projects, the Department will reportedly investigate whether NVIDIA bought the company to bury a technology that could curb its main profit engine. I will keep reportedly. I will keep bury as a reporter's verb in a walk. I will not upgrade a bury to a finding I sat. A grocery line will try to spend bury as if I had opened a file. I opened a walk.

September 4, 2024. NVIDIA spokesperson, to Reuters: we have inquired with the U.S. Department of Justice and have not been subpoenaed. Nonetheless, we are happy to answer any questions regulators may have about our business. Bloomberg had reported the day before that the Department had sent a subpoena related to a potential antitrust investigation, and that subpoenas had been sent to other companies in addition to NVIDIA. I am putting the September 4 mouth next to the September 3 weather a second time because a grocery line will spend September as a raid I sat, or spend a denial as a finding I proved. Two sentences. One September. A subpoena weather is a weather. A denial is a mouth. Reuters, in that same walk: the Department has been asking tech companies about NVIDIA's business practices, including hardware bundling, two sources familiar with the questions said. Asking is weather. Bundling is a question. Neither is a complaint.

A later European Commission walk: the Run:ai acquisition was unconditionally approved in December 2024, in those rooms. I will keep unconditionally as a later cousin. I will not freeze a December as this chapter's June. Two continents. One software. I will not write a plot that says Brussels cleared a chip the Department is still asking about. Calendars are not switchboards. A clearance in one kitchen is a public. A question in another is weather. Labels are honest when they stay labels.

French-regulator weather sat in the same summer, in rooms that walk a possible CUDA file. I will not invent a raid I did not hold. I will not invent a charge. I will say a summer can have more than one city's weather, and that weather is not a caption, and that I will not remake a lake as this CUDA. Another book's kitchen already spent the water. This kitchen has a software and a question.

Osric wrote Run:ai Apr announce / ~$700M TC walk / Politico Aug 1 / two files separate+related / condition-access questions / bury walk / Sept 4 mouth: no subpoena / Bloomberg weather / bundling questions / EU Dec unconditional cousin / do not remake CoreWeave and boxed questions. He laminated a flyer that had used the word moat. He said moat is a brochure until a court writes it. I said moat is this book's subtitle and not a finding I sat. He dated the pad.

Sibley asked if a bury was a stain that hid. I said it was a reporter's verb in a walk. She said verbs are for people. I said this verb is weather. She wiped the nine. I did not write 700 on the pouch.

Royce asked whether "Run:ai" meant "they bought the lock." I said lock is a polo word. He said then why two files. I said two files are a Politico walk. He wrote a five. I took a six. I did not enjoy it.

Voss said frictionless orchestration adjacency. I said adjacency is a vest hoping a Kubernetes layer is a product. He said then why the Department. I said the Department is asking questions. He zipped a pocket.

Perrin asked whether "the chip thing" meant her invoice was a bundle. I said I would not invent her cluster, and that a diner is not a GPU pool. She paid for the coffee.

I will not give you a CUDA you can invert. I will not give you a condition you can run. I will tell you June 6 happened, that Run:ai sat in an April announce and an August walk, that ~$700 million is a walk, that two files are separate but related in a Politico sentence, that condition-access and bundling sat in questions, that September 4 is a mouth next to a weather, that a later EU approval is a cousin, and that a shop in a rented suite still has a bill that is a convenience. The next room is still a rule that did not take effect. The chip is still this one.

Royce asked whether "the NVIDIA thing" meant "they broke it up." I said broke is a polo word. He said then why the Department. I said the Department took a chip. He took a cart.

Perrin asked whether 80 percent meant her invoice was a finding. I said I would not invent her cluster. She paid for the coffee.

I will not give you a CUDA you can invert. I will tell you June 6 happened, that the split happened, that ~80 percent is a walk, that scarce is a mouth, that September is weather next to a denial, and that a shop in a rented suite still has a bill that is a convenience. The next room is a rule that did not take effect. The chip is this one.