SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis says it has confirmed what its June interviews only described: smaller clouds that add AMD or Google chips are being shut out by Nvidia, while hyperscalers are not. With neocloud credit already under strain this week (CoreWeave's credit default swaps hit distress levels, per CNBC on October 15), this is a named but single-source read on how tied the smaller clouds are to one supplier. It lands a day after SemiAnalysis posted a TPUv7 benchmark that beat GB300 on performance per dollar.
Quoted post
SemiAnalysis · (@SemiAnalysis_) · 2026-06-27
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)
Why it's worth your time
SemiAnalysis says it has confirmed what its June interviews only described: smaller clouds that add AMD or Google chips are being shut out by Nvidia, while hyperscalers are not. With neocloud credit already under strain this week (CoreWeave's credit default swaps hit distress levels, per CNBC on October 15), this is a named but single-source read on how tied the smaller clouds are to one supplier. It lands a day after SemiAnalysis posted a TPUv7 benchmark that beat GB300 on performance per dollar.
Related
10 eventsSource links
Tweets, videos, filings, articles, and source pages tied to this read.