Enterprises put non-Nvidia chips 14 points ahead of Nvidia's next-gen GPUs on their evaluation lists

Summary

VentureBeat's July VB Pulse survey found that 39.4% of enterprise AI infrastructure respondents are likely to evaluate non-Nvidia accelerators (such as AWS Trainium, Google TPU, AMD Instinct) over the next 12 months, compared with only 25.3% for Nvidia Blackwell (GB300) or next-gen GPUs, a 14-point gap. Although Nvidia remains the default in production, enterprises are building real optionality. Meanwhile, the share expecting a platform change within three months fell from 38.3% in June to 28.8% in July, indicating a focus on optimizing existing infrastructure rather than rushing to switch.