39.4% of enterprises eye non-Nvidia chips | VentureBeat

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When enterprise buyers build out their next AI accelerator evaluation list this cycle, they're more likely to put a non-Nvidia chip on it than Nvidia's own next-generation GPU. According to VentureBeat's July VB Pulse survey of 170 AI infrastructure respondents, 39.4% said they're likely to evaluate non-Nvidia accelerators — AWS Trainium, Google TPU, AMD Instinct, Intel Gaudi or in-house ASICs — over the next 12 months, compared with 25.3% for Nvidia Blackwell (GB300) or other next-generation Nvidia GPUs, a 14-point gap.

Nvidia remains the default in most production environments. But organizations are building real optionality into their accelerator strategy rather than treating Nvidia as the only evaluation worth doing.

The finding sits inside a broader pattern: enterprises are expanding and optimizing the AI infrastructure they already operate before making another major platform change. Greater infrastructure activity did not produce greater urgency to switch platforms. The share of respondents expecting...

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