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Partnerships and hiring data show AI companies are expanding beyond Nvidia chips

View original at cbinsights.com
CB Insights - Enterprise Ai Title: Partnerships and hiring data show AI companies are expanding beyond Nvidia chips Date: 2025-11-04 02:25 Source: https://www.cbinsights.com/research/ai-companies-expand-beyond-nvidia/ <p><a href="https://www.cbinsights.com/company/nvidia">Nvidia</a> isn’t the only AI chip supplier in t…
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  • Google opening TPU capacity at Anthropic scale signals both Anthropic's push for non-Nvidia supply and Google's bet that more buyers want alternatives

    80% confidence

  • As compute comes from multiple vendors, a larger market will emerge for software that abstracts chip differences

    80% confidence

  • More than half of AWS Bedrock service now runs on Trainium AI chips

    80% confidence

  • AI demand is outpacing supply, creating opportunity to develop Trainium chip capacity

    80% confidence

  • Early signals in hiring and partnerships show the AI compute mix starting to split away from Nvidia dominance

    80% confidence

  • Anthropic is the notable exception to Nvidia's investments across leading AI companies

    80% confidence

  • TensorWave has deployed North America's largest AMD GPU cluster and is projecting $100M in ARR by year-end

    80% confidence

  • Switching from CUDA is a major barrier due to infrastructure, software ecosystem, and unknown learning costs

    80% confidence
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What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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