Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)

Core Insights - Michael Burry has raised questions regarding Nvidia's reported shipments of Blackwell GPUs, specifically asking for evidence of stockpiling [1][2] - Burry's inquiry follows a detailed analysis on social media that challenges Nvidia CEO Jensen Huang's claim of six million Blackwell GPUs shipped [2][3] Shipment and Revenue Discrepancies - Huang stated that Nvidia shipped 6 million Blackwell GPUs over the past four quarters, with expectations of $500 billion in GPU sales from the Blackwell and upcoming Rubin generations [3][4] - However, an analysis suggests that Nvidia's reported $111 billion in data-center revenue since the Blackwell launch does not support the claimed shipment volume, indicating a potential gap of hundreds of thousands to millions of GPUs [4][5] Power and Data-Center Capacity Concerns - The analysis highlights the significant energy requirements for operating Blackwell chips, estimating that 6 million GPUs would need 8.5 to 11 gigawatts of power, comparable to Singapore's electricity capacity [6] - The U.S. data-center capacity added between 2024 and 2025 is estimated at only 8.5 gigawatts, raising concerns that the power supply may not meet the stated GPU shipment volume [7]