GoKawiilEnterprises rank non-Nvidia AI chips ahead of Blackwell in evaluation plans
VentureBeat's July VB Pulse survey of 170 AI infrastructure buyers found 39.4% plan to evaluate non-Nvidia accelerators like AWS Trainium, Google TPU, AMD Instinct or Intel Gaudi over the next year, versus 25.3% who plan to evaluate Nvidia's next-gen Blackwell GPUs. Despite this evaluation gap, the share of respondents expecting to switch platforms within three months actually dropped from 38.3% to 28.8%, even as usage and infrastructure activity rose across the board.
GoKawiil's interpretation of the reporting above, not reported fact.
The data suggests enterprises are hedging against Nvidia dependency by broadening their evaluation pipelines, even though Nvidia still dominates production deployments. This signals a maturing market where buyers are optimizing existing infrastructure and building leverage for future negotiations rather than making immediate switches, which could gradually erode Nvidia's pricing power over time.
- Non-Nvidia accelerators lead Nvidia's Blackwell by 14 points in enterprise evaluation plans for the next 12 months.
- Platform-switching urgency fell even as production adoption and accelerator utilization increased.
- Microsoft Azure saw the largest production adoption jump, rising 18.1 points to 47.1% in July.
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Published there as: “Enterprises put non-Nvidia chips 14 points ahead of Nvidia's next-gen GPUs on their evaluation lists”
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