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Neoclouds say Nvidia refused them GTC Berlin access over AMD and TPU offerings

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SemiAnalysis reports that multiple neoclouds were refused access to Nvidia's GTC Berlin after adding AMD GPUs, TPUs, and other chips to their cloud offerings. The post says the restriction does not apply to hyperscalers, which have greater buying power.

Neocloud executives reportedly feel Nvidia uses high-pressure tactics to keep them Nvidia-only and fear retaliation such as withheld early allocation or harm to IPO or VC fundraising.

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SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings

Note that this doesn't apply to hyperscalers, as they have more buying power. But for neoclouds, executives feel NVIDIA has been using high-pressure tactics to keep them NVIDIA-only.

As such, neocloud executives are starting to consider offering TPUs or AMD GPUs quietly to avoid getting pressured by NVIDIA and to avoid the feeling that NVIDIA will retaliate.
https://x.com/SemiAnalysis_/status/2071005685903454496

SemiAnalysis@SemiAnalysis_
SHOCKING: Many neocloud executives we spoke with feel that if they have non-NVIDIA networking gear on their cluster, or if their cloud has an AMD GPU or TPU offering, NVIDIA will retaliate. They feel that retaliation includes not giving early allocation or no longer supporting a potential IPO/VC raise.(1/3)🧵
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Source: SemiAnalysis · x.comPublished · added here

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