NVIDIA GPU Alternatives Are Gaining Serious Traction
We know that lots of companies want to provide alternatives to NVIDIA’s GPUs. In the second half of 2025, evidence is amassing that customers really intend to use them, too.
Proof points cropped up in this quarter’s earnings reports, and they matter. A company like AWS, for example, has an obvious interest in not being beholden to NVIDIA, but it wasn't necessarily certain that customers would readily adopt Trainium as an NVIDIA alternative.
We now have evidence, though, that Trainium is a hit. There’s also an indication that Google’s TPU is expanding beyond in-house usage. Outside the hyperscalers, AMD is gathering frontier AI names in support of the Instinct GPU line.
Nobody disputes that NVIDIA remains the dominant GPU player. But dominance in any market creates a hunger for alternatives, both for internal and customer-facing use.
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