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. According to VentureBeat's July VB Pulse survey of 170 AI infrastructure respondents, 39.4% said they're likely to evaluate non-Nvidia accelerators — AWS Trainium, Google TPU, AMD Instinct, Intel Gaudi or in-house ASICs — over the next 12 months, compared with 25.3% for Nvidia Blackwell (GB300) or other next-generation Nvidia GPUs, a 14-point gap.

Nvidia remains the default in most production environments. But 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. Greater infrastructure activity did not produce greater urgency to switch platforms. The share of respondents expecting a platform change within three months fell from 38.3% in June to 28.8% in July, even as production adoption, accelerator utilization, and exploration of neoclouds and open-source infrastructure all rose.

Where is enterprise AI infrastructure actually growing?

The July data shows organizations operating AI infrastructure more intensively and putting more provider platforms into production.

Microsoft Azure posted the largest production adoption growth among the major platforms measured, with the share of respondents reporting Azure in production increasing from 29% in June to 47.1% in July, an 18.1 percentage-point increase. Some of that jump reflects who was surveyed: July's respondent base skewed more up-market than June's (57% at organizations above 1,000 employees, versus 37% in June), and Azure adoption rises with company size in both waves. Google's Gemini was the most-used platform in both waves, with the share of respondents reporting it in production rising from 41.1% in June to 47.6% in July, narrowly ahead of Azure.

The share of respondents reporting OpenAI in production rose from 40.2% to 49.4%. Anthropic production adoption increased from 12.1% to 24.7%. 

Among enterprises that operate their own GPUs, the share running at half capacity or less fell from 83% in June (100 respondents) to 69% in July (155 respondents),...