Antitrust Concerns Raised Over Nvidia-OpenAI $100B Partnership

Antitrust lawyer Andre Barlow of Doyle, Barlow & Mazard has flagged significant competition concerns surrounding the $100 billion partnership between Nvidia and OpenAI. The deal, announced September 22, 2025, could create an unfair market advantage while potentially restricting GPU supply—a move that may enable Nvidia, AMD, and TSMC to artificially inflate prices.

The collaboration highlights growing financial entanglements among tech giants developing advanced AI systems. Market observers warn this consolidation could marginalize smaller competitors in an already concentrated sector. "Such massive investments raise legitimate antimonopoly questions," Barlow noted, pointing to the partnership's ecosystem lock-in potential.

The TRUMP administration's pro-business regulatory approach has accelerated these developments. A Department of Justice official recently credited President Trump's policies with unleashing U.S. dominance in AI through deregulation and growth incentives. This hands-off stance now faces scrutiny as mega-deals reshape competitive landscapes.