Tesla’s Elon Musk Shares Concerns Over Nvidia-Arm Merger

According to Bloomberg, Tesla CEO Elon Musk has shared competition concerns over Nvidia’s proposed takeover of British semiconductor and software design company Arm Ltd.

The CEO and electric vehicle (EV) pioneer is not the first to raise an eyebrow to the issue either, as E-commerce giant Amazon and smartphone maker Samsung have already registered their opposition to the merger with authorities in the U.S..

The U.S. Federal Trade Commission (FTC) announced an in-depth review of Nvidia’s plans to buy Arm, the results of which are expected in the coming weeks.

Musk’s anti-competition concerns aren’t unfounded — Nvidia, a veteran manufacturer of GPUs, has recently started upping its game in the AI computing space, and Arm has been on the forefront of AI computing and machine learning for quite some time now.

Even if the U.S. FTC gives Nvidia the green light, the GPU maker will still need to obtain antitrust approval from the European Union for its $54 billion USD purchase of Arm.

While Tesla’s products do currently rely on components from Nvidia for graphics processing and AI acceleration, the EV maker is likely working towards decreasing that dependence and gradually weening off it altogether.

At AI Day earlier this month, Tesla unveiled its Dojo Supercomputer D1 chip — an incredibly fast AI training supercomputer with clusters of GPUs that absolutely smoke anything Nvidia currently has to offer at pretty much the same cost.