Nvidias SecondHalf Outlook Expert Insights AI Controversies and Antitrust Regulatory Challenges
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Views on NVIDIA and Forecast for the Second Half of the Year by Asset Management Companies
Antitrust Regulations Approaching, Concerns for NVIDIA?
NVIDIA and AI Creative Generative Art: Inseparable
Bloomberg recently interviewed Nancy Curtin, Chief Investment Officer of AlTi Global Investment Management, who stated that despite NVIDIA’s Blackwell super GPU representing a blue ocean opportunity, several challenges have surfaced simultaneously. AlTi Tiedemann Global manages assets exceeding $70 billion. When asked by Bloomberg if now is a good time to enter NVIDIA stocks for a long position, Curtin was queried on whether the bullish sentiment would hold through the second half of the year.
Curtin highlighted the significant advantages of generative AI videos in new product development.
NVIDIA’s Blackwell platform signifies a groundbreaking leap in accelerated computing power. Blackwell provides robust computing power for constructing large-scale language models, a major technological stride in real-time generative AI video technology. Both in hardware and software markets, NVIDIA’s Blackwell GPU holds substantial competitiveness in the global semiconductor market, with governments, medical institutions, and the automotive industry just beginning to procure chips.
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However, simultaneous to the interview, there were allegations that France’s antitrust and regulatory authorities are preparing to sue NVIDIA, to which NVIDIA has not publicly responded as of the deadline.
Last September, France’s antitrust regulatory unit conducted a surprise inspection on a chip company, during which NVIDIA indicated that besides France, China, the EU, and the UK are also undergoing scrutiny and regulation. French antitrust regulators and the EU have also filed antitrust and competition complaints against Microsoft and Apple, which are still pending resolution.
NVIDIA’s core products have evolved from chip and hardware manufacturers to AI artificial intelligence platforms. NVIDIA’s ecosystem includes GPUs, programming languages, and software that almost monopolize all related markets. There are reports that French regulatory authorities are preparing to file lawsuits against NVIDIA’s products such as CUDA chip programming software and recently invested AI cloud computing services.
NVIDIA’s AI platform and creators are interdependent. Under NVIDIA’s technological cooperation, new deep machine learning systems can generate graphics, voice, and video from text, transforming AI-generated art into another form of AI artistic system.
For instance, Adobe’s Premiere video editing software uses CUDA chip programming to accelerate editing and shorten production time, saving creators time and effort while reducing working hours. In the past, creators faced challenges such as slow editing efficiency and bugs that hindered quick access to editing. CUDA combines high-speed processing with AI deep learning and cloud systems to solve all these problems at once.
While this sounds promising, enabling creators to quickly access audiovisual files uploaded to cloud systems and then generating a large number of similar nature derivative videos through machine learning contexts may raise concerns about copyright infringement and data privacy leaks.
Premiere uses several plug-in apps that operate CUDA and NVIDIA’s AI platform to generate videos, creating many gray areas in this innovative technological field. Based on previous EU and UK-French policies protecting personal data and intellectual property rights, if lawsuits are filed and litigation begins, NVIDIA will face challenges in stagnating its core products.
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