The piece argues Nvidia’s dominance extends beyond GPUs to software (CUDA) and interconnects (NVLink), enabling exclusive dealing and tying under supply scarcity. It further claims the firm skirted China export limits, making its market power a national‑security risk as well as an antitrust problem.
— Merging antitrust with export‑control enforcement would set a precedent for restructuring an AI gatekeeper and could reset prices, access, and governance across the AI compute stack.
Oren Cass
2025.10.01
70% relevant
The piece centers Nvidia CEO Jensen Huang defending sales and engagement in China, claiming Beijing wants an open market and that China is 'nanoseconds behind.' This reinforces concerns that Nvidia’s market power and China posture conflict with national‑security goals and supports calls to scrutinize or restructure Nvidia’s role in the AI compute stack.
BeauHD
2025.09.23
62% relevant
Volvo is replacing 2025 EX90 computers with Nvidia Drive Orin (500+ TOPS), underscoring Nvidia’s expanding control of critical automotive compute stacks, a cross‑domain example of consolidation that informs debates over Nvidia’s systemic power and potential antitrust or national‑security scrutiny.
Oren Cass
2025.09.14
100% relevant
Citations to The Information’s reporting on Nvidia threatening multi‑sourcing customers, federal antitrust probes, and allegations of China‑focused workarounds.