SemiAnalysis 称英伟达限制采用 AMD 与 TPU 的 neocloud 参加 GTC Berlin
SemiAnalysis 称英伟达拒绝部分采用 AMD GPU、TPU 等第三方芯片的 neocloud 厂商参加 GTC Berlin,以此施压其减少采用竞品硬件。报道提到超大规模云厂商因采购量更大未受同样对待,部分 neocloud 已低调部署 AMD 方案以规避压力。SemiAnalysis 今年早些时候还称英伟达会推迟向这类厂商分配新芯片,并影响其 IPO 与融资支持;也有观察者认为英伟达有权决定自家会议的邀请名单。
lized IT infrastructure designed to efficiently handle AI workloads. According to SemiAnalysis, neocloud providers are feeling Nvidia's pressure as the GPU maker attempts to discourage them from adopting competing GPU and AI hardware. The situation is reportedly so tense that some neocloud providers are now deploying AMD-based solutions without publicizing the move. This "quiet" approach might help them avoid further retaliation from Nvidia. – SemiAnalysis (@SemiAnalysis ) October 16, 2026 SemiA
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