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“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, NVI”
@damnang2
NVIDIA's coercive GPU allocation leverage over neoclouds reveals a deeper monopoly moat than the market prices in
NVDALONG@ $189.27
$199.26+5.27%
since call Jun 28
peak +11.1%
in postSHORT
“if their cloud has an AMD GPU or TPU offering, NVIDIA will retaliate”
@damnang2
NVIDIA coerces neoclouds away from AMD GPUs, blocking AMD's datacenter ramp at the operator level
AMDSHORT@ $532.56
$482.92+9.32%
since call Jun 28
peak +18.2%
TIMESTAMPS
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