EPISODE · Nov 20, 2025 · 12 MIN
Nvidia Forecasts 65 Billion After GPU Sellout
from What the Sigma
Nvidia just crushed earnings with $57 billion revenue and $500 billion in booked orders, but Michael Burry’s deep dive reveals a wild loop where everyone’s buying chips from each other’s investors. Meanwhile, their China-specific H20 chip is barely making a dent, and Saudi-backed data centers with Elon’s xAI are pumping up sales—raising the big question: is this real demand or just a high-stakes AI bubble circus?
Embed this episode
Ready to play
Nvidia Forecasts 65 Billion After GPU Sellout
0:00
12:02
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of What the Sigma?
This episode is 12 minutes long.
When was this What the Sigma episode published?
This episode was published on November 20, 2025.
Can I download this What the Sigma episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!