GoKawiilSemiAnalysis: Nvidia blocked some neocloud firms from GTC Berlin over AMD, TPU use
According to SemiAnalysis, Nvidia has denied some neocloud providers access to its GTC Berlin conference after they added AMD GPUs or Google TPUs to their cloud offerings. The analysis firm says this follows earlier claims that Nvidia withheld early chip allocations and financial support from neoclouds that diversified their hardware, while larger hyperscalers have not faced the same treatment.
GoKawiil's interpretation of the reporting above, not reported fact.
If accurate, the pattern suggests Nvidia may be using its market dominance and conference access to discourage customers from diversifying away from its chips, which could slow adoption of competing AI silicon. However, some observers cited in the report dismiss the claims as overblown, noting Nvidia has also directly invested in some neocloud providers, so the full picture remains contested.
- SemiAnalysis claims Nvidia denied GTC Berlin access to neoclouds using AMD or TPU chips
- Nvidia allegedly previously withheld early chip allocations and funding from such providers
- Some neoclouds reportedly deploy AMD hardware quietly to avoid Nvidia's retaliation
Source: techspot.com — Alfonso Maruccia, 2026-10-21
Published there as: “Nvidia reportedly refused some neoclouds access to GTC Berlin for adding AMD and TPU chips”
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