Nvidia reportedly refused some neoclouds access to GTC Berlin for adding AMD and TPU chips
SemiAnalysis' latest "shocking" rumor allegedly confirms what the firm had already revealed in June. Several neocloud providers have reportedly been denied access to GTC Berlin, Nvidia's upcoming conference covering AI, GPUs, and related technologies. The Jensen Huang-led company apparently disapproves of cloud providers adding AMD GPUs, TPUs, and other third-party... Read Entire Article
Analysts with SemiAnalysis have uncovered a growing trend of Nvidia allegedly punishing certain neocloud providers for using AMD and TPU chips in their cloud offerings. Neocloud providers, which specialize in AI-friendly infrastructure, are reportedly being denied access to Nvidia's upcoming GTC Berlin conference, the industry's premier event for AI and related technologies.
Nvidia CEO Jensen Huang allegedly disapproves of neocloud providers adding third-party silicon to their services, leading to tension in the market. Hyperscalers, who have more purchasing power, have not faced the same restrictions. Neocloud providers are reportedly deploying AMD solutions under the radar to avoid further retaliation.
This situation has raised concerns about Nvidia's dominant position in the GPU market, with accusations of monopolistic behavior.
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