Nvidia Reportedly Excluded Emerging Cloud Providers Using Competitor Chips from Berlin GTC Conference
Nvidia has recently barred several emerging cloud service providers from attending its upcoming GTC conference in Berlin, not due to technical shortcomings, but because they incorporate competing chips like AMD GPUs and Google TPUs into their own cloud platforms. Nvidia has not yet publicly commented. As both a chip supplier and major investor to up-and-coming cloud providers such as CoreWeave and Nebius, Nvidia has already made strategic investments of $2 billion in each company.
Nvidia has recently denied several emerging cloud service providers access to the upcoming GTC conference in Berlin. The reason for the rejection is that these companies have incorporated competing chips, such as AMD GPUs and Google TPUs, into their own cloud platforms—not because they failed to meet technical standards. Nvidia has not yet publicly commented on the matter.
Nvidia is both a chip supplier and a major investor for emerging cloud providers like CoreWeave and Nebius. It has made strategic investments of $2 billion in each of the two companies and has also provided revenue guarantees for their compute leasing services. Consequently, many smaller emerging cloud providers dare not openly use Nvidia's competitors, fearing it could affect their priority access to GPUs, financing, and IPO plans. This restriction does not apply to hyperscale cloud providers that possess sufficient purchasing power and in-house chip development capabilities.
Source: MyDrivers