SemiAnalysis: Neoclouds adding AMD GPUs or TPUs refused entry to GTC Berlin
AccBalanced · x · 2026-10-17
SemiAnalysis reports it has confirmed that multiple Neoclouds were refused access to GTC Berlin after adding AMD GPUs, TPUs and other non-NVIDIA chips to their offerings.
- The pressure targets Neoclouds only; hyperscalers' buying power shields them
- Executives fear retaliation: non-NVIDIA gear or rival chips could mean losing early allocation or support for IPO/VC raises
- Some are quietly considering offering TPUs or AMD GPUs to avoid NVIDIA's pressure
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