据报道，“新云服务”公司的管理人员感到受到英伟达的压力，促使一些公司考虑提供替代硬件，如AMD GPU和TPU。此举旨在避免英伟达涉嫌的高压策略，一些管理人员认为这可能导致报复，例如减少英伟达产品的早期分配或在融资轮中被拒绝支持。据报道，由于购买力更强，超大规模云服务提供商受这些策略的影响较小。 AI
影响 英伟达市场压力指控可能使人工智能基础设施选择多样化，并影响新兴云服务提供商的硬件分配策略。
排序理由 该集群由社交媒体帖子组成，报告了行业高管的情绪和潜在策略，而不是主要来源的直接公告或事件。
AI 生成摘要 · Google Gemini · 来自 3 个来源。 我们如何撰写摘要 →
Some neocloud executives are even starting to consider offering TPUs or AMD GPUs quietly, to avoid getting pressured by NVIDIA and to avoid the feeling that NVIDIA will retaliate.(3/3)
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.(2/3)
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 …