Nvidia’s biggest conference season just got awkward. According to a report published by SemiAnalysis on October 16, 2026, several neoclouds were denied access to Nvidia’s GTC Berlin 2026 event because they had brought AMD GPUs and Google TPUs into their fleets.
The timing matters. GTC Berlin is scheduled for October 20 to 22, which means the affected providers learned they were out only days before the doors open.
What the SemiAnalysis report says
Neoclouds are smaller cloud companies built almost entirely around renting out GPU computing power, mostly for AI workloads.
SemiAnalysis attributes Nvidia’s reported pressure to a goal of keeping smaller providers on Nvidia-only fleets. Those fleets would contain no AMD Instinct accelerators and no Google TPUs, which are custom chips Google designed for machine learning.
The pressure appears to be selective. According to the report, Nvidia has not applied the same tactics to hyperscalers like AWS and Microsoft Azure, which hold far more purchasing power.
The neoclouds are not simply accepting it. The original report indicates some providers are considering switching suppliers to escape the pressure. SemiAnalysis also notes that certain neocloud executives are weighing whether to offer non-Nvidia chips quietly, in an effort to limit potential backlash from Nvidia.
Why neoclouds are diversifying in the first place
As of August 2026, many neoclouds were reportedly splitting their orders between AMD Instinct and Nvidia GPUs on a near 1:1 basis. At least two providers were deploying 10,000 GPUs from each vendor.
The reasoning is mostly economic. AMD offers a price advantage, while Nvidia still holds the performance crown.
The sector itself has also grown crowded. There were more than 300 GPU providers in the neocloud space as of September 2026, up 55% from about 209 a year earlier.
The money behind the fight
Neocloud revenues exceeded $25 billion in 2025, and projections put the sector near $400 billion by 2031.
Nvidia’s overall position remains dominant. The company is projected to capture around 75% of AI accelerator revenue in 2026, down from 87% in 2024.
Background: GTC as more than a conference
GTC is Nvidia’s flagship developer and industry event series. The Berlin edition is set to run across venues including the Tempodrom and STATION-Berlin.
What this means for Nvidia, AMD and the neoclouds
The original report already points to some providers considering a supplier switch in response to Nvidia’s pressure.
The quieter approach some executives are reportedly weighing—offering non-Nvidia chips without fanfare—suggests many would prefer to avoid open conflict while still hedging.
For investors tracking AI infrastructure, the signals to watch are concrete. One is whether Nvidia’s projected 75% share of AI accelerator revenue in 2026 holds or slips further. Another is whether more neoclouds publicly disclose AMD or TPU deployments, or go quiet about them. A third is whether Nvidia extends, softens or abandons the reported pressure once GTC Berlin wraps on October 22.
Disclosure: This article was edited by Diego Almada Lopez. For more information on how we create and review content, see our Editorial Policy.