Mojo@Mojo_flyinWhy is this surprising. I've said before that $AMD will be challenged as $NVDA is in a position of extreme strength and leverage in the ecosystem. Twisting the arms of customers is just one age old tactic. You don't need much imagination to figure out what's going on with
SemiAnalysis@SemiAnalysis_SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings Note that this doesn't apply to hyperscalers, as they have more buying power. But for neoclouds, executives feel
