Report
Multiple neoclouds reportedly denied GTC Berlin access over rival chips
SemiAnalysis says hyperscalers aren't affected because of their greater buying power; neocloud executives fear Nvidia retaliation.
TLDR
SemiAnalysis says multiple neoclouds were refused access to GTC Berlin for adding AMD GPUs, TPUs and other chips to their cloud offerings. It says the restriction does not apply to hyperscalers, which have more buying power. The outlet also says neocloud executives fear Nvidia could withhold early allocations or stop supporting a potential IPO or VC raise if they offer rival hardware. Some are considering offering AMD GPUs or TPUs quietly, it says.
Combined views
—
1 Source, first seen ago
