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

Key points

• VB Pulse survey of 170 AI infrastructure respondents shows 39.4% favor non-Nvidia accelerators.
• This contrasts with 25.3% for Nvidia Blackwell or other next-gen Nvidia GPUs.
• Azure production adoption rose from 29% to 47.1% in July, an 18.1-point gain.
• Google's Gemini remained the most-used platform in production, rising to 47.6%.
• Respondents emphasize reliability, throughput, and cost per token over mere infrastructure expansion.