Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)
تحليل معلومات السوق
مدعوم بالذكاء الاصطناعيMichael Burry, a well-known investor, is questioning Nvidia's shipment numbers, specifically the Blackwell shipment, and is asking for evidence of stockpiled GPUs, which may indicate a potential issue with Nvidia's revenue reporting.
Market impact analysis based on bearish sentiment with 74% confidence.
سياق المقال
Editor’s Note: This story has been updated to provide additional clarity on Nvidia GPU dies shipped in 2025. Over the weekend, Michael Burry, the investor made famous by "The Big Short" for forecasting the 2008 housing collapse, asked for evidence of stockpiled Nvidia Corp (NASDAQ:NVDA) GPUs. This development came after an analysis on X questioned whether Jensen Huang's statement about Blackwell shipments aligns with the company's reported revenue and U.S. data-center capacity. Burry Joins Debat
التحليل والرؤى المقدمة من AnalystMarkets AI.