October 16, 2026TechnologyStocks·Bearish·technology
SemiAnalysis says NVIDIA refused neoclouds access to GTC Berlin over use of AMD, TPU chips
SemiAnalysis says it has confirmed that multiple neoclouds have been refused access to NVIDIA's GTC Berlin conference because they added AMD GPUs, TPUs and other chips to their cloud offerings. The firm says the restriction does not apply to hyperscalers, and that neocloud executives feel NVIDIA has used high-pressure tactics to keep them NVIDIA-only.
Detected & updated continuously · Source: Nebula
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