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Strategies & Market Trends : World Outlook
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From: Les H12/7/2025 8:33:08 PM
   of 49719
 
Burry Seeks Proof of Nvidia GPU Stockpiles Amid Shipment Doubts
Last updated 45 minutes ago

Burry doubts Nvidia CEO Jensen Huang's October statement that the company shipped 6 million Blackwell GPUs over four quarters, tied to over half a trillion dollars in future sales. Analysts like Kakashii point to revenue figures aligning with far fewer units—around 2.5 to 4 million—while power needs for U.S. data centers alone would rival entire national grids. Defenders note inventory delays from construction timelines up to three years and dual-die designs that may double-count shipments, with Nvidia's recent $57 billion revenue quarter showing strong data center demand at $51.2 billion.

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