Nvidia(US:NVDA) 程序员的那些事·2025-09-16 00:24Core Viewpoint - Nvidia is under investigation by China's State Administration for Market Regulation for potential violations of antitrust laws related to its acquisition of Mellanox Technologies, particularly concerning supply commitments to the Chinese market and bundling practices [3][10]. Group 1: Violation Facts - In 2020, Nvidia acquired Mellanox for $6.9 billion, with conditions imposed by the Chinese authorities to prevent bundling sales of GPUs with Mellanox's network equipment [7]. - Nvidia has reportedly ceased supplying several GPU products to China since 2022, which may violate its previous commitments and could be seen as an abuse of its dominant market position in the high-end GPU market [8]. Group 2: Potential Penalties - Under antitrust laws, Nvidia could face fines up to 10% of its previous year's sales in China, estimated to be around $1 to $1.5 billion [9]. - If the situation is deemed particularly severe, Nvidia could incur punitive fines of 2 to 5 times the original penalty, or be required to divest parts of its business to restore market competition [9]. - Nvidia may also be mandated to rectify its business practices by lifting bundling agreements and resuming supply commitments [9].