Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)
Affected assets and topics
Why it 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.
Expected market reaction
Market impact analysis based on bearish sentiment with 74% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 24342
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
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on December 19, 2025. Analysis and insights provided by AnalystMarkets AI.
This model on similar stories
Llama 3.1 8B Instant (Groq) · 37.9% correct across 177 scored calls on equities See the full record