AIB
AIB Acquisition Corporation Class A
stock NASDAQ

Well yeah having a monopoly would be part of the concern. Nvidia has 95% of the datecenter market, which is attracting regulator attention. If you look at past monopolies that were broken up, Nvidia already has more share then said monopolies at their peak (91% for standard oil, 92% for bell systems). Nvidia has both vertical and horizontal integration to boot, 90% of the market uses CUDA which forces them to use Nvidia. Nvidia is pretty anti-competitive too, it's already been caught coercing AI partner's allocation if they consider moving to another vendor and that's no surprise given it did that for decades prior to AI being a thing. Nvidia has lost multiple partners, including it's prior biggest GPU AIB in EVGA, due to it's coercion tactics. The case of regulator action is very strong. It was needed in the GPU market before AI even become a thing, AI profits have only made it much much worse.
Plus AI in an immature market, meaning things can change very quickly. In fact they should because the toolchain and user experience with AI is still very wonky.

Well yeah having a monopoly would be part of the concern. Nvidia has 95% of the datecenter market, which is attracting regulator attention. If you look at past monopolies that were broken up, Nvidia already has more share then said monopolies at their peak (91% for standard oil, 92% for bell systems). Nvidia has both vertical and horizontal integration to boot, 90% of the market uses CUDA which forces them to use Nvidia. Nvidia is pretty anti-competitive too, it's already been caught coercing AI partner's allocation if they consider moving to another vendor and that's no surprise given it did that for decades prior to AI being a thing. Nvidia has lost multiple partners, including it's prior biggest GPU AIB in EVGA, due to it's coercion tactics. The case of regulator action is very strong. It was needed in the GPU market before AI even become a thing, AI profits have only made it much much worse.
Plus AI in an immature market, meaning things can change very quickly. In fact they should because the toolchain and user experience with AI is still very wonky.