# 黄仁勋威胁新云：不买全套就削减芯片配额

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-06-19 20:38
- AIHOT 分数：65
- AIHOT 链接：https://aihot.virxact.com/items/cmqkxisg1007islu7rdw01ir3
- 原文链接：https://x.com/SemiAnalysis_/status/2067950029722063257

## AI 摘要

Bessemer 合伙人 Adam Fisher 称，一些新云公司担心若未购买英伟达全套硬件，可能被“关进 Jensen 监狱”——即失去芯片配额。黄仁勋似乎在暗示，若不买全套就会削减配额。主推文称正在出售，有意者私信询价。

## 正文

We are selling， DM for pricing

### 引用推文

> Jukan："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 a...