求囤货照片 美国知名空头质疑英伟达出货数据

Group 1 - Michael Burry is seeking evidence of Nvidia GPUs being hoarded by customers, particularly photographs [2] - Burry's inquiry is prompted by an analysis on social media questioning Nvidia CEO Jensen Huang's claims about Blackwell chip shipments and revenue alignment [2] - Huang stated that Nvidia shipped 6 million Blackwell chips over the past four quarters, projecting total sales of $500 billion from Blackwell and the upcoming Rubin series [2] Group 2 - An analysis suggests that Nvidia's reported $111 billion data center revenue does not support the claimed shipment volume, indicating a potential shortfall of hundreds of thousands to millions of GPUs [2] - The energy requirements for running 6 million Blackwell chips could reach 8.5 to 11 gigawatts, comparable to Singapore's total power generation, while the U.S. is only adding about 8.5 gigawatts of capacity for data centers from 2024 to 2025 [3] - Burry has intensified scrutiny on Nvidia, focusing on issues like "circular investments" among U.S. AI companies and revenue recognition methods [3] Group 3 - Burry has issued warnings about the AI bubble in U.S. stocks, highlighting that the current stock market's share of household wealth has surpassed that of real estate, a situation historically linked to prolonged bear markets [4] - Burry gained fame for shorting the U.S. housing market in 2008, a story later adapted into the film "The Big Short" [4]