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Rumor mill: Analysts with SemiAnalysis have uncovered what could be another troubling trend in the AI hardware industry. Nvidia is reportedly retaliating against some "neocloud" providers for integrating GPUs and other chips from rival manufacturers into their cloud offerings.

SemiAnalysis' latest "shocking" rumor allegedly confirms what the firm had already revealed in June. Several neocloud providers have reportedly been denied access to GTC Berlin, Nvidia's upcoming conference covering AI, GPUs, and related technologies. The Jensen Huang-led company apparently disapproves of cloud providers adding AMD GPUs, TPUs, and other third-party silicon to their offerings, and is making it harder for them to attend one of the industry's most important events.

Hyperscalers have apparently been spared Nvidia's "punishment" because they wield considerably more purchasing power than neocloud providers.…