Nvidia Reportedly Denies Neoclouds GTC Berlin Access for Running AMD GPUs and Google TPUs

Nvidia reportedly denied several neoclouds access to its GTC Berlin 2026 event because they had brought AMD GPUs and Google TPUs into their fleets, according to a SemiAnalysis report published on October 16, 2026. Crypto Briefing reported the denials came days before the event, scheduled for October 20 to 22.

What the SemiAnalysis Report Says About GTC Berlin

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, with no AMD Instinct accelerators and no Google TPUs, the custom chips Google designed for machine learning.

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 original report indicates some providers are considering switching suppliers to escape the pressure, and SemiAnalysis notes that certain neocloud executives are weighing whether to offer non-Nvidia chips quietly to limit potential backlash from Nvidia.

As of August 2026, many neoclouds were reportedly splitting their orders between AMD Instinct and Nvidia GPUs on a near 1:1 basis, and at least two providers were deploying 10,000 GPUs from each vendor. AMD offers a price advantage, while Nvidia still holds the performance crown.

Nvidia's Scale Behind the Pressure

Nvidia is a publicly traded full-stack AI computing platform company founded in 1993 that designs GPUs, CPUs, networking and rack-scale systems running the CUDA software stack, according to akta.pro company records. The same records show Q1 fiscal 2027 revenue of $81.6 billion, up 85% year-over-year, and Q1 fiscal 2027 data center revenue of $75.2 billion, up 92% year-over-year, with Q2 fiscal 2027 guidance of about $91.7 billion.

Earlier Nvidia Moves This Year

On October 16, 2026, American City Business Journals reported that Volvo Cars and Mercedes-Benz will use Nvidia's vehicle computing, safety software and driving technology, with Mercedes also using Nvidia's tools for factory planning and production. EIN Presswire reported the same day that HP is integrating Nvidia's Open Agent Safety Platform into its AI infrastructure to enhance AI security for small businesses. Kauppalehti reported that Elisa and Nvidia announced a partnership on Thursday, with Elisa CEO Ninni Myllyaho saying the deal is a low-impact early-stage collaboration that adds AI-assisted secretary services but won't fix Elisa's core business issues.

What Comes After GTC Berlin

GTC Berlin is set to run across venues including the Tempodrom and STATION-Berlin, and the event wraps on October 22. The report points to whether Nvidia's projected 75% share of AI accelerator revenue in 2026 holds or slips further, and whether more neoclouds publicly disclose AMD or TPU deployments.