Their previous guidance for this quarter was 16 billion. They pummeled that forecast again.
Nope, that's an illegal anti-trust violation so regulators would stop that.
Except no, because getting ~99% dGPU market share would make anti-trust regulators go after them.
Also there's nothing stopping Intel & AMD reacting by blocking NV. If an NV GPU is detected, disable any PCIe lanes attached to it, including laptops. After all, chipsets are Intel & AMD IP, so why should NV reap the benefits for free?
Doing so would basically wipe NV from the x86 market overnight, leaving Intel/AMD APUs to fill the void. And I'm not sure either of them would mind such a scenario, to be honest.
Getting a monopoly through superior products and innovations is legal. It difficult to prove you obtained a monopoly illegally.
Intel blocking Nvidia graphics would torpedo their desktop gaming CPU's since no one wants to game with Intel graphics and similarly if AMD blocked Nvidia graphics, that would sent a lot of customers to intel. Nvidia still represents 80 percent of the market and is generally the preferred brand. Also AMD or Intel blocking a Nvidia discrete would definitely be anticompetitive when they make discrete graphics themselves and such a solution is silly. It would also force Nvidia's hand to accelerate an ARM desktop/laptop CPU plans. With Nvidia current cashflow, this is not something either company wants. 10 billion in profit quarterly give Nvidia a number of ways to squash AMD.
Nvidia having high prices currently is what is giving AMD a lifeline today in graphics. If Nvidia wanted to price their products low, AMD would be in trouble.
If Nvidia for example priced the RTX 4060, 4070, 4080 and RTX 4090 at $200, $349, $649 and $999 respectively like gamers want. It would destroy AMD profit for their graphic division. RTG would take huge loses by forcing AMD to sell their graphics at cost and thus, unable to recoup any R and D investment. This could be considered predatory pricing if it could be shown Nvidia was selling at a loss at those prices. This is pointless and not a market worth spending such an expensive move.
What I can see Nvidia doing that would be anticompetitive but not illegal is buying all capacity for for CoWoS.
Currently the market is already constrained with Nvidia buying the lion share of the capacity. With these types of profit and with Nvidia likely spending more at TSMC than AMD, any excess capacity is best purchase by Nvidia to block AMD out of the AI market.
I think AMD expect and has forcasted this as well. AMD has said they expect to sell MI300 in the low hundreds of thousands which matches up well with their 2 billion in revenue in 2024 for Mi300. E.g 100-150k x $20000 = 2 to 3 billion dollars. With 2 million H100 products + Blackwell + Amphere on top of this, Nvidia has the financial power at the moment to drown AMD's Datacenter plans when you combine it with Nvidia rapid product release schedule.