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.
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Founded in 2017, Futuriom is a boutique technology research firm analyzing AI infrastructure and services; cloud infrastructure and services; and cybersecurity. Futuriom has a track record of identifying key shifts in the cloud
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We also track hundreds of startups in the cloud infrastructure market.
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