Nvidia's lead under pressure
Nvidia is facing growing technical and regulatory headwinds as rivals and regulators close in — hyperscalers (Google, Amazon, Meta) are building custom AI chips and the EU has extended antitrust scrutiny to Nvidia reported. That shifts the stakes for data-center planning and pricing power ahead of Nvidia’s mega-conference next week reported.
NVIDIA set GTC for March 16–19 in San Jose and expects over 30,000 attendees for the annual showpiece.nvidianews.nvidia.com The company is concurrently committing roughly $26 billion over five years to train and release open‑weight AI models, according to reporting that Wired and NVIDIA executives have confirmed.wired.com Google is rolling out its seventh‑generation TPU, nicknamed “Ironwood,” into broader availability for customers, according to CNBC coverage of its TPU roadmap.cnbc.com Amazon has announced a collaboration to pair AWS’s Trainium processors with Cerebras CS‑3 systems for Bedrock inference workloads, a move positioned to shift some production inference off general‑purpose GPUs.press.aboutamazon.com Meta revealed four new generations in its MTIA (Meta Training and Inference Accelerator) family and said multiple MTIA variants are already running in production as it accelerates chip rollout over the next two years.about.fb.com Brussels has broadened its probe of Big Tech’s AI stack and explicitly raised questions about NVIDIA’s market behaviour and bundling in recent enquiries, per reporting on EU antitrust priorities.bloomberg.com The European Commission accepted a referral tied to NVIDIA’s proposed Run:ai acquisition (Case M.11766), a dossier that NVIDIA has legally challenged while regulators point to NVIDIA’s roughly 84% share in data‑center GPU deployments in their questionnaires.ec.europa.eu
