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.