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.
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.
The July data shows organizations operating AI infrastructure more intensively and putting more provider platforms into production.
Organizations are building real optionality into their accelerator strategy rather than treating Nvidia as the only evaluation worth doing.
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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. 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.
Nvidia remains the default in most production environments. Where is enterprise AI infrastructure actually growing?
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