Nvidia reportedly bars neoclouds from GTC Berlin over AMD and TPU use

A SemiAnalysis report says smaller GPU cloud providers lost event access for running rival chips, while hyperscalers face no such pressure 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. 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.

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