How will this possible government action affect American AI development if a case is brought against Nvidia? Wouldn't a case kill AI development by years, if not decades?
The problem is if development of those GPUs has such a high fixed cost that in a more competitive environment revenue does not pay for it. But that seems unlikely to me at a first glance. AMD, Apple, Google, and Facebook all have their own chips. They just don’t have CUDA to go with it, or don’t sell their chips to customers.
Rather, a case like this would lower prices by increasing competition. Other commenters have mentioned that if CUDA opened up, that would help companies like AMD become more competitive. Right now, if you want CUDA, you are forced to buy a GPU from Nvidia. So broader CUDA interoperability would benefit "also-rans" and consumers too.
[1] https://www.ftc.gov/advice-guidance/competition-guidance/gui...
You fix the anti-trust issues and super charge AI development just by open sourcing CUDA.
It'd reduce the US advantage over Europe-- since an AI startup could actually do useful stuff without breaking the bank on training and running the models, but it'd basically be a rebalancing where hardware companies get less and actual AI companies get more.