SemiAnalysis Pots On X "SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings. 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...."

Multiple neoclouds have been denied access to GTC Berlin after incorporating AMD GPUs, TPUs, and other chips into their offerings, as confirmed by SemiAnalysis. This situation does not affect hyperscalers, who possess greater buying power. Executives from the neoclouds allege that NVIDIA is employing high-pressure tactics to maintain its exclusivity in the market.

AI summary, not financial advice

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