SemiAnalysis 称已确认多家 Neocloud 因在云服务中增加 AMD GPU、TPU 等芯片而被拒绝参加 GTC Berlin。作者表示该情况不适用于议价能力更强的超大规模云厂商，一些 Neocloud 高管因此开始考虑悄悄提供 TPU 或 AMD GPU，以避免感到 NVIDIA 会通过限制早期配额或影响 IPO/VC 融资进行报复。
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.
As such, neocloud executives are starting to consider offering TPUs or AMD GPUs quietly to avoid getting pressured by NVIDIA and to avoid the feeling that NVIDIA will retaliate.
https://x.com/SemiAnalysis_/status/2071005685903454496
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)🧵在 X 查看被引用的帖子
来源：SemiAnalysis · x.com