In VentureBeat's July VB Pulse survey of 170 AI infrastructure respondents, 39.4% said they are likely to evaluate non-Nvidia accelerators (AWS Trainium, Google TPU, AMD Instinct, Intel Gaudi, or in-house ASICs) over the next 12 months. Only 25.3% said the same for Nvidia's next-generation GPUs like Blackwell (GB300), a 14-point gap.
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