Analyst suggests it’s improbable Nvidia will face consequences in antitrust investigation

As per Bickley, the possibility of Nvidia being penalized in an antitrust inquiry is slim. He mentions that the hype around this issue outweighs the actual substance. This is due to the semiconductor industry being highly volatile in the stock market. The CEO of Nvidia, Jensen Huang, is well aware that the current success they are experiencing will not last forever and may abruptly come to an end. The company is maximizing its gains within the short-term window and is striving to extend this period as much as possible.

Regarding the Department of Justice (DOJ), Bickley indicates that if established entities express concerns, the DOJ will take notice. However, during the Biden administration, the department has faced significant setbacks in various antitrust cases they have pursued. Just because they are investigating does not guarantee any substantial actions will be taken.

In Bickley’s view, by the time any action is initiated and the resolution process unfolds, the company’s success wave will have already passed its peak. Profits would have been generated, and any potential harm caused. He emphasizes that the current focus on anti-competitive practices lacks merit, especially when there is minimal competition for the product in question.

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AndyC

Andy Curtis is an award-winning security consultant, researcher and public speaker. He has been working in the computer security industry since the early 1990s, having been employed by state and federal government, leading healthcare and banking providers across three continents. He has given talks about computer security for some of the world’s largest companies, worked with law enforcement agencies on investigations into hacking groups, and is a regular voice on TV and radio explaining IT security threats.

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