Continue Reading
Full article on Unknown
Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)
Market Intelligence Analysis
AI-Powered
Why This Matters
Michael 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
Market impact analysis based on bearish sentiment with 74% confidence.
Sentiment
Bearish
AI Confidence
74%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
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
Original article published by
Unknown
on December 19, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.