3 ms·

nVidia is playing favorites in allocating its GPUs. It goes beyond the graphics card market, they are trying to corner the market for Cloud AI: https://www.the

by fmajid 3y ago

nVidia is playing favorites in allocating its GPUs. It goes beyond the graphics card market, they are trying to corner the market for Cloud AI: https://www.theinformation.com/articles/nvidia-muscles-into-cloud-services-rankling-aws?rc=6k0bdw https://www.theinformation.com/articles/nvidia-muscles-into-... https://www.theinformation.com/articles/in-an-unusual-move-nvidia-wants-to-know-its-customers-customers?rc=6k0bdw https://www.theinformation.com/articles/in-an-unusual-move-n... https://www.theinformation.com/articles/why-nvidia-aids-cloud-rivals-of-aws-google-and-microsoft?rc=6k0bdw https://www.theinformation.com/articles/why-nvidia-aids-clou... I realize it's hard to sympathize with AWS as a victim, but any monopolist like nVidia leveraging its monopoly in one sector (AI chips) to gain a monopoly in another is the kind of antitrust violation that is precisely what competition authorities are made to investigate.

treprinum 3y ago
There are queues for H100 and everybody wants to buy them. How should they solve the allocation problem? They can also pull out of the market and sell elsewhere comfortably without any crazy bureaucrats harassing them because some French company/branch lost a bid and overestimated its importance to nVidia.
- hef19898 3y ago
  Those monopolist allocation issues usually involve legal cpunsle, cannot be based on sales price or competition, cannot be used to corner markets and so on. In the end, everyone should get an equal haircut, and nobody shoupd be able to jump the line. Classic issue in anti-trust. Source: Had some intense months discussing exactly such kind of situation. Hence I know it is absolutely solveable, but there are always people who just cannot accept to follow rules and accept constraints, which usually leads to some penalties down the line.

3 ms·

nVidia is playing favorites in allocating its GPUs. It goes beyond the graphics card market, they are trying to corner the market for Cloud AI: https://www.the

by fmajid 3y ago

treprinum 3y ago
There are queues for H100 and everybody wants to buy them. How should they solve the allocation problem? They can also pull out of the market and sell elsewhere comfortably without any crazy bureaucrats harassing them because some French company/branch lost a bid and overestimated its importance to nVidia.
- hef19898 3y ago
  Those monopolist allocation issues usually involve legal cpunsle, cannot be based on sales price or competition, cannot be used to corner markets and so on. In the end, everyone should get an equal haircut, and nobody shoupd be able to jump the line. Classic issue in anti-trust. Source: Had some intense months discussing exactly such kind of situation. Hence I know it is absolutely solveable, but there are always people who just cannot accept to follow rules and accept constraints, which usually leads to some penalties down the line.