> "Some neo-clouds worry that they can’t stray from buying Nvidia’s full stack of hardware for fear of being put in “Jensen jail,” meaning they might lose their allocations of Nvidia chips, said Adam Fisher, a partner at Bessemer Venture Partners."
> It seems Jensen Huang is effectively threatening neo-clouds implying that Nvidia could cut their chip allocations if they don’t buy Nvidia’s full stack.
https://x.com/jukan05/status/2067865844689056191
> "Some neo-clouds worry that they can’t stray from buying Nvidia’s full stack of hardware for fear of being put in “Jensen jail,” meaning they might lose their allocations of Nvidia chips, said Adam Fisher, a partner at Bessemer Venture Partners."
> It seems Jensen Huang is effectively threatening neo-clouds implying that Nvidia could cut their chip allocations if they don’t buy Nvidia’s full stack.