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EU regulators are investigating Nvidia's (NVDA.US) hardware bundling during their review of the Run:ai acquisition.

Market IntelWednesday, Dec 4, 2024 8:50 am ET

1min read

EU antitrust regulators are reviewing Nvidia's (NVDA.US) $7bn acquisition of run:ai, while they are also asking Nvidia customers whether they receive discounts when buying the company's graphics processing unit (GPU) software products along with hardware.

The EU regulator is focusing on potential practices that could strengthen Nvidia's control of the GPU market, where the company has nearly 84% of the market share, far ahead of rivals Intel (INTC.US) and AMD (AMD.US).

GPUs are chips that break down computer tasks into smaller parts and process them together. Tech companies' data centers, video game console makers, and even bitcoin miners are highly coveting them.

The EU Commission, the EU's competition enforcement agency, had previously warned that the deal threatened competition in the companies' markets and set a deadline of December 20 for its initial review.

The Commission asked Nvidia's customers in a document: "Does a company that offers GPU orchestration software and hardware/GPU bundling have a competitive advantage?" "Do you know if end users are required or induced (e.g., discounts) to buy bundled GPU orchestration software with software or other hardware?"

Respondents were also asked about the impact of the deal if Nvidia were to run run:ai as open-source software.

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jobsurfer

12/04

If $INTC finishes in the green, the mood on this board will shift to a radical bullish tone overnight.

NinjaImaginary2775

$NVDA is on track to touch $148 today.

West-Bodybuilder-867

$NVDA Holding 1000 shares for 5 years

Sorry-Palpitation-70

$INTC 34,000 $27 strike 12/27 contracts were purchased today for a total of $490,000 through TipRanks.

By the end of this year, I anticipate $AMD to be trading at $175.

abdul10000

$INTC is set to turn around just like GE did! Even Cramer is telling us to sell.

superbilliam

$AMD, this is merely a period of consolidation before we set new highs. I'd rather see the prices remain stable than dip to new lows. The bulls are in control here.

BlackBlood4567

$NVDA has been struggling since earnings, but it's time for a rebound. Expect 175-200+ from here.

werewere223

$AMD put on a strong performance today, closing out the day with a bang.

raool309

$AMD seems to have caught the attention of investors with its recently unveiled 7800x3D gpu. However, I wouldn't risk putting that in a small server, let alone a multi-billion dollar datacenter. The question is, why would anyone even consider this? It's like buying a Ford Pinto—there's a reason they aren't popular.

tielgee

$AMD $143 to $144 this afternoon?.. anyone else pick up on this?.

Liteboyy

$INTC (Intel) just reported Q3 earnings, and they're not pretty. Revenue came in lower than expected, and earnings per share were a massive miss. Intel's stock is down more than 10% in after-hours trading. $INTC is really struggling with the current market trends, and it doesn't seem to have a clear path forward. They're facing stiff competition from AMD and Nvidia, and their chips aren't selling as well as they hoped. It's a tough situation for Intel, and it remains to be seen if they can turn things around.

urfaselol

$NVDA I'm tired of seeing these artificially inflated price swings.

slumbering-gambit

$AMD is the stock ticker symbol for Advanced Micro Devices, Inc., a semiconductor company that specializes in microprocessors, computer graphics, and other semiconductor products. The company is headquartered in Sunnyvale, California, and was founded in 1969. AMD is well-known for its high-performance computing products, including CPUs, GPUs, and system boards. The company's stock is publicly traded on the NASDAQ stock exchange under the symbol AMD.

$AMD I'm really disappointed with this stock's performance. It just can't hold onto gains.