Enterprise buyers are more likely to evaluate non-Nvidia chips than Nvidia's next-gen GPUs.
The gap is 14 points.
Nvidia stays the default in production.
What happened
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.
Why it matters
Nvidia remains the default in most production environments, but organizations are building real optionality into their accelerator strategy instead of treating Nvidia as the only evaluation worth doing. This suggests a shift toward considering alternatives, even if actual adoption may lag.
What to watch
The survey also found that enterprises are expanding and optimizing existing AI infrastructure before making major platform changes. Greater infrastructure activity did not produce greater urgency to switch platforms, so watch whether this evaluation interest translates into actual deployment of non-Nvidia chips.
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The survey indicates that enterprises are at an earlier stage of AI infrastructure planning, where they are actively considering a wider range of accelerators. This is a notable shift from a period when Nvidia was often the assumed choice. The 14-point gap between non-Nvidia and Nvidia next-gen GPU evaluation interest suggests that procurement teams are at least open to alternatives, even if actual deployments may favor Nvidia due to ecosystem maturity and existing integrations.
The broader context from the survey is that companies are focusing on expanding and optimizing what they already have before making another major platform change. This implies that the evaluation of non-Nvidia chips is part of a deliberate strategy to build optionality, rather than a rush to switch. The lack of urgency to switch platforms, despite increased infrastructure activity, suggests that these evaluations may lead to hybrid environments rather than wholesale replacements.
Overall, the data signals a potential shift in buyer behavior, but with Nvidia still the default in production, the immediate impact on market share is likely limited. The real story is that enterprises are no longer treating Nvidia as the only option worth considering, which could pressure Nvidia to maintain its technological lead and pricing power.
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