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Asset Management Company’s Views on NVIDIA and Second Half Year Forecast
Antitrust Regulatory Pressure: Concerns for NVIDIA?
NVIDIA and the Integral Role of AI in Generative Art
Bloomberg recently interviewed Nancy Curtin, Chief Investment Officer at AlTi Global, who stated that while NVIDIA’s Blackwell super GPU presents a blue ocean opportunity, several challenges have also emerged. Managing over $70 billion, AlTi Tiedemann Global was asked by Bloomberg if investing in NVIDIA stocks now would still be bullish in the second half of the year.
Nancy Curtin highlighted the significant advantages of generative AI videos in new product development.
NVIDIA’s Blackwell platform represents a groundbreaking leap in computational power. Blackwell provides robust computing capabilities for running large-scale language models, marking a major technological stride in real-time generative AI video technology. Whether in hardware or software markets, NVIDIA’s Blackwell GPU holds substantial competitive strength in the global semiconductor market, with governments, healthcare institutions, and automotive industries beginning to procure chips.
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However, simultaneously during the interview, there were reports alleging that France’s antitrust and regulatory agency is preparing to file a lawsuit against NVIDIA. As of the deadline, NVIDIA has not publicly commented on these allegations.
Last September, France’s antitrust regulator conducted a raid on a chip company. At that time, NVIDIA stated that apart from France, scrutiny and regulation were also ongoing in China, the EU, and the UK. Regulatory bodies in France and the EU have also filed antitrust and antitrust complaints against Microsoft and Apple, which have yet to be resolved.
NVIDIA’s core products have evolved from chip and hardware manufacturers to AI platforms. The NVIDIA ecosystem, including GPUs, programming languages, and software, virtually monopolizes all related markets. There are reports that the French regulatory agency is preparing to sue NVIDIA’s products including the CUDA chip programming software and recently invested AI cloud computing services.
NVIDIA’s AI platform and creators are interdependent. With NVIDIA’s technology collaboration, new deep machine learning systems can generate graphics, voice, and video from text, turning AI-generated art into another form of AI art.
For example, Adobe’s video editing software Premiere, utilizing CUDA chip programming, accelerates editing, reduces production time, and saves creators time and effort. Previously, creators faced inefficiencies and bugs when editing videos, unable to access edits quickly. CUDA, combined with high-speed processing, AI deep learning, and cloud systems, addresses all these issues at once.
While this sounds promising, enabling creators to quickly upload audiovisual files to cloud systems and generate large numbers of similar secondary videos using AI may raise copyright infringement and data leakage concerns.
Premiere and several plug-in apps use CUDA and NVIDIA’s AI platform to generate videos, posing many gray areas in this innovative technological field. Based on past EU and UK-French policies protecting personal data and intellectual property rights, if lawsuits proceed upon filing, NVIDIA will face challenges in its core product stagnation.
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