France's antitrust probe into Nvidia nears conclusion, focusing on CUDA ecosystem and industry investments

法国对英伟达反垄断调查接近尾声，聚焦 CUDA 生态和产业投资

France's competition authority confirmed its antitrust investigation into Nvidia is nearly done, with a formal Statement of Objections expected soon. The probe, which began with a raid in September 2023, focuses on two issues: heavy developer lock-in to CUDA, making it hard to switch hardware, and Nvidia's investments in AI cloud firms like CoreWeave that may reinforce its dominance. Nvidia holds over 70% of the global AI accelerator market. A Statement of Objections does not mean guilt—Nvidia can defend itself in writing and at hearings, and a final ruling could take over a year. If abuse is proven, fines can reach 10% of global annual revenue, potentially billions of dollars. Nvidia has not publicly commented on the latest update.

Why it matters: France's antitrust probe is nearing its end, with CUDA lock-in and CoreWeave investments as the two sharpest charges. Score isn't higher because we're still at the 'statement of objections' stage—no fine or remedy yet, so I'm discounting slightly.