Request for stockpile photos: American famous short seller doubts NVIDIA's shipment data.

Prominent American short seller Michael Burry is seeking evidence of Nvidia graphics processors being hoarded by customers, especially photos. According to the U.S. website Benzinga, Burry's move was prompted by an analysis article on the social platform X. The article questions whether the shipping volume of the Blackwell chips claimed by Nvidia CEO Jensen Huang matches the company's revenue data and U.S. data center capacity. The article was posted by a user on X who claims to be a lawyer, named Kakashii. The American Consumer News and Business Channel reported that in October of this year, Huang stated that demand for Nvidia chips is still surging, and said the company has shipped 6 million Blackwell chips in the past four quarters. At that time, he projected that the Blackwell series and next year's Rubin series products would bring in a total of $500 billion in sales. However, according to the analysis by X user Kakashii, Nvidia's reported $111 billion in data center revenue since the launch of Blackwell seems insufficient to support such a large shipping volume. The article suggests that there may be tens of thousands to millions of GPU shortages. The article also points out that running Blackwell chips requires a huge amount of energy. If 6 million GPUs have been shipped, and 65% to 70% of them are deployed in U.S. data centers, they would require 8.5 to 11 gigawatts of power, roughly equivalent to Singapore's total power generation. However, the U.S. is projected to only add about 8.5 gigawatts of power capacity for data centers between 2024 and 2025. This is assuming all new facilities only use Nvidia hardware, without including products from other companies. The user claims that the above power supply barely matches the GPU shipping volume claimed by Nvidia. Burry shared the article and urged X users to send him photos or evidence of Nvidia GPUs being "heavily" stored in the U.S. or abroad. "Some people have contacted me," he wrote, "things are getting more and more interesting, but I need more."