Well-known American short man Michael Berry sought evidence that Nvidia's graphics processors were hoarded by customers, especially photographs. The US Benzinga website reported on the 18th that Bury's trend stemmed from a previous analysis article on social networking platform X. The article questioned whether Nvidia CEO Wong In-hoon's claim that Blackwell chip shipments are in line with the company's revenue data and US data center capacity. This article was published by Kakashii, a user claiming to be a lawyer on the X platform. The US Consumer News and Business Channel reports that in October this year, Hwang In-hoon said that demand for Nvidia chips is still surging, and that the company has shipped 6 million Blackwell chips in the past four quarters. At the time, he expected that the Blackwell series and next year's Rubin series products would bring in total sales of 500 billion US dollars. However, according to an analysis by X platform user Kakashii, since Blackwell's launch, Nvidia's reported $111 billion data center revenue doesn't seem to be able to support such large shipments. The post argues that there may be hundreds of thousands to millions of GPU gaps. The post also pointed out that running Blackwell chips requires huge amounts of energy. If 6 million GPUs have already been shipped and 65% to 70% of them are deployed in US data centers, then they will require 8.5 gigawatts to 11 gigawatts of electricity, which is roughly equivalent to Singapore's total power generation. However, the US will only increase the power capacity available for data centers by about 8.5 gigawatts between 2024 and 2025. This also assumes that all new facilities use only Nvidia hardware and do not include products from other companies. According to the user, the above power supply only barely matches Nvidia's stated GPU shipments. Burry retweeted the post and urged X users to send him photos or evidence that Nvidia GPUs have been “massively” stored in the US or overseas. “Some people contacted me,” he wrote, “things are getting more interesting, but I need more.”

Well-known American short man Michael Berry sought evidence that Nvidia's graphics processors were hoarded by customers, especially photographs. The US Benzinga website reported on the 18th that Bury's trend stemmed from a previous analysis article on social networking platform X. The article questioned whether Nvidia CEO Wong In-hoon's claim that Blackwell chip shipments are in line with the company's revenue data and US data center capacity. This article was published by Kakashii, a user claiming to be a lawyer on the X platform. The US Consumer News and Business Channel reports that in October this year, Hwang In-hoon said that demand for Nvidia chips is still surging, and that the company has shipped 6 million Blackwell chips in the past four quarters. At the time, he expected that the Blackwell series and next year's Rubin series products would bring in total sales of 500 billion US dollars. However, according to an analysis by X platform user Kakashii, since Blackwell's launch, Nvidia's reported $111 billion data center revenue doesn't seem to be able to support such large shipments. The post argues that there may be hundreds of thousands to millions of GPU gaps. The post also pointed out that running Blackwell chips requires huge amounts of energy. If 6 million GPUs have already been shipped and 65% to 70% of them are deployed in US data centers, then they will require 8.5 gigawatts to 11 gigawatts of electricity, which is roughly equivalent to Singapore's total power generation. However, the US will only increase the power capacity available for data centers by about 8.5 gigawatts between 2024 and 2025. This also assumes that all new facilities use only Nvidia hardware and do not include products from other companies. According to the user, the above power supply only barely matches Nvidia's stated GPU shipments. Burry retweeted the post and urged X users to send him photos or evidence that Nvidia GPUs have been “massively” stored in the US or overseas. “Some people contacted me,” he wrote, “things are getting more interesting, but I need more.”