Nvidia news
On September 1, 2026, the U.S. Department of Justice (DOJ) officially served NVIDIA with a subpoena, escalating its ongoing antitrust investigation into the company’s dominance in the AI semiconductor sector.
Key focus areas of the investigation include:
- Bundling Practices: Whether NVIDIA unfairly ties its networking hardware (InfiniBand) to its high--demand GPUs.
- Customer Restrictions: Allegations that NVIDIA penalizes clients who purchase AI accelerators from competitors like AMD or Intel.
- Software Lock--in: The role of the CUDA platform in creating technical barriers to entry for rival hardware.
This move transitions the DOJ's inquiry from a series of informal interviews to a formal legal demand for documents and testimony, significantly increasing the regulatory risk profile for the company.