The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis How US Antitrust Investigations Into Nvidia, OpenAI and MSFT Could Make Things Worse Not Better
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Jun 7, 2024 The U.S. government's antitrust investigations into Nvidia, OpenAI, and Microsoft could reshape the AI landscape. This discussion highlights the massive rise of Nvidia and the stakes involved with AI's growth. Delve into Wall Street's chase for data amidst increasing regulatory scrutiny. The podcast also examines the potential downsides of strict regulations that might stifle competition and innovation in the sector. Could these investigations ultimately make things worse for the AI industry? Tune in for a thought-provoking analysis!
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AI Power Concentration
- Generative AI's high compute costs concentrate power in big tech's hands.
- Incumbent partnerships and enterprise data integrations amplify this trend.
Antitrust Investigations
- The Justice Department will investigate NVIDIA for antitrust violations.
- The FTC will investigate OpenAI and Microsoft for similar concerns.
Past Antitrust Failures
- The FTC and DOJ's 2019 deal pre-determined antitrust targets, prioritizing headlines over industry analysis.
- This approach has yielded no wins and one loss so far, with judges skeptical of their market definitions.