Laurence
@pdxpatterman.bsky.social
Comic patter baritone based in Portland Oregon. Artistic Director of @lightoperapdx. Opinions my own.
Reposted by Laurence
And if you really start to break it down, many of these "AI" companies bought Nvidia GPUs with money Nvidia invested in their companies. In essence, Nvidia is selling GPUs to themselves.
Which is a great bootstrap levitation method of using those sales numbers to inflate their own stock price.
Which is a great bootstrap levitation method of using those sales numbers to inflate their own stock price.
Michael Burry (I had to look it up) is one of the dudes from "The Big Short". And if I get what both he and Zitron are alleging, it's that Nvidia has "shipped" more GPUs than all available data centre or electric capacity. So that means a bunch of those "bought" GPUs are just gathering dust.
December 8, 2025 at 4:06 AM
And if you really start to break it down, many of these "AI" companies bought Nvidia GPUs with money Nvidia invested in their companies. In essence, Nvidia is selling GPUs to themselves.
Which is a great bootstrap levitation method of using those sales numbers to inflate their own stock price.
Which is a great bootstrap levitation method of using those sales numbers to inflate their own stock price.