By inc.com
Publication Date:
Michael Burry, famed investor of The Big Short, recently asked for evidence of the “mass quantities” of Nvidia GPUs being housed in the U.S. His request came on the heels of an extensive thread on X claiming CEO Jensen Huang’s statements about the business aren’t adding up.
Huang said this past October that Nvidia had shipped 6 million Blackwell GPUs, the company’s fastest AI chips, over the past year, according to CNBC. But a user under the name @Kakashii posted on X December 7 disputing the claims, a thread Burry chose to amplify and double down on.
Claims of Inconsistent Numbers
Kakashii explained the calculations he performed to confirm Huang’s statements.
“Since Blackwell is out, Nvidia reported 111B in revenue in GPU datacenters,” he wrote. “If you do simple math, 6 million Blackwell GPUs within the reported 111B revenue of datacenters since Blackwell started to ship is not matching, because it represents only between 2.5 to 3.5 million Blackwell chips.”
Even when giving Huang the benefit of the doubt and assuming he is “always telling the truth,” @Kakashii said, the numbers track for just four million units. He claims millions are unaccounted for.
He concluded that the claim is inconsistent with Nvidia’s reported revenue and with data center power capacity. So, the question would be that if a large portion of Nvidia Blackwell GPUs aren’t being used in data centers, as the thread claims, where are they?
