NVIDIA could also withdraw support for future provider IPOs.
Nvidia basically RLHFd the neo clouds to be their pawn
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)🧵
Many users accused NVIDIA of monopolistic or antitrust-violating retaliation against neoclouds using AMD GPUs, while some defended the moves as reasonable favoritism that strengthens the ecosystem.
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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.(2/3)
Some neocloud executives are even starting to consider offering TPUs or AMD GPUs quietly, to avoid getting pressured by NVIDIA and to avoid the feeling that NVIDIA will retaliate.(3/3)
@SemiAnalysis_ The neoclouds are as successful as they are today only because of Nvidia’s early and significant financing support, so ofc Nvidia will retaliate in your scenario. Why aren’t you telling the whole story?
@SemiAnalysis_ tbh Nvidia is doing them a big favor. every dollar spent on non Nvidia chips is a waste of capital. they just don’t know it yet, and Jensen is doing them a big favor.
@SemiAnalysis_ NVIDIA created the neoclouds so the hyperscalers couldn't cut NVIDIA out by making their own hardware instead. Yes, NVIDIA is giving money and hardware to people who don't give money to further hyperscaler hardware develoment. OBVIOUSLY. So what?
@SemiAnalysis_ “Shocking” Idk the NVIDIA monopoly caliber margins would support this pretty well
@SemiAnalysis_ What is shocking about this?
@SemiAnalysis_ This is literally anti trust violation. But this admin has been piss poor on anti trust.
@SemiAnalysis_ Well, has $GOOGL invested into any neocloud? If not for $NVDA there would be no neoclouds. Besides, $NVDA could simply build their own neocloud and bankrupt their asses. Quit bellyaching ffs.
@SemiAnalysis_ "no longer supporting a potential IPO/VC raise", of course, Nvidia doesn't put invest money to have them buy rival's products.
@SemiAnalysis_ How is this shocking? This is literally how the real world works.
@SemiAnalysis_ So we’re talking about their feelings? Seriously?😂 Why there is never ever any AMD or Micron FUD here? It’s always something negative about NVIDIA.
@SemiAnalysis_ Is there evidence of this happening?
@SemiAnalysis_ I mean, the big one's only exist because NVIDIA invested early and provided them with the newest chips which gave them advantages over hyperscalers, but clearly seems like the sec should get involved, pump our revenue or we cut you off seems fishy
@aleks_sharik @SemiAnalysis_ What else do they anticipate then? Smile, high-five and hug to congratulate them buying TPU? Neo- Cloud exists becuase of Nvidia!
@SemiAnalysis_ @FTC @SEC_Fraud_Unit monopolistic behavior to look at after mid-terms and next cycle
@SemiAnalysis_ Those companies shouldn’t worry, Lisa Su will be there to help lead the way so continue on with AMD.
@beefcubee @SemiAnalysis_ Again objectively wrong
@SemiAnalysis_ Nvidia: here's $2B to help you build DCI.
Neo: Thanks! We're gonna order a bunch of AMD.
Nvidia: Totally cool homie! No pressure! We just wanna help a friend.
Why is this "report" even worth publishing? Do you think we're all retarded?
@SemiAnalysis_ 100% true. Many of my neocloud partners, especially UK, Asia, EU, are scared shitless to even talk of alternate vendors for GPU, network stack. Its NV+Spectrum/Quantum. Otherwise you lose future NCP badge or go broke or both. @grok
