Nvidia Excludes AMD and Google TPU Cloud Providers from GTC Berlin
Key Summary
Nvidia reportedly bars neoclouds from attending GTC Berlin 2026 due to their use of AMD GPUs and Google TPUs, despite the economic benefits of diversification and potential supplier switch among affected providers.
Background
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.
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 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.
Signals to watch
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.