By Ananya Gairola
Publication Date: 2025-12-08 04:35:00
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 Debate Over Nvidia’s Blackwell Shipments
Burry’s statement came after a detailed thread on X from a user known as Kakashii ignited fresh scrutiny around Nvidia’s latest GPU generation.
The user, who introduced themselves as attorney on social media, questioned Huang’s statement that six million Blackwell GPUs have already shipped.
Huang said in October 2025 that demand for Nvidia’s chips is still surging, noting that the company has shipped 6 million Blackwell GPUs over the past four quarters, reported CNBC.
At the time, he also stated that Nvidia expects a combined $500 billion in GPU sales across the Blackwell line and next year’s Rubin generation.
According to the analysis shared by Kakashii on X, Nvidia’s reported $111 billion in data-center revenue since Blackwell launched does not appear to support that shipment volume.
Even after factoring in the more than $10 billion Nvidia disclosed in the 2024 fourth-quarter Blackwell revenue, the thread argues the numbers only account for roughly 4 million units, leaving a potential gap of hundreds of thousands to millions of GPUs.
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