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Global Markets Investor
@GlobalMktObserv
Global Markets Investor is a financial research platform covering global markets and economies. Founded by a Wall Street equity and macro research professional.
Joined July 2023
63 Following    99.1K Followers
Nvidia's chip accounting is MISSING BILLIONS of US Dollars: Nvidia's inventory tabulations provided to US authorities undercounted chip sales to Megaspeed through hardware partners by 50,000 units, worth billions of US Dollars, according to trade records analyzed by Bloomberg. Nvidia had previously reported inspecting 12 facilities operated by 8 companies across three Southeast Asian countries and declared that all chips were accounted for. After Bloomberg questioned the discrepancy, Nvidia said it had checked additional Megaspeed warehouses containing the missing hardware, but declined to disclose exactly how many chips it found. Further discrepancies emerged when 2 of the 8 data-center operators Nvidia claimed to have inspected told Bloomberg they had never housed Megaspeed's hardware. Meanwhile, Nvidia's general counsel contacted the Commerce Department about the investigation, after which BIS staff faced unusual restrictions on communications involving Megaspeed. In late 2025, the Justice Department subsequently requested that BIS pause its investigation. Despite the unresolved discrepancies, Megaspeed remains an official Nvidia Cloud Partner, a designation Nvidia generally withdraws when companies stop doing business with it. Nvidia's inventory checks leave billions of dollars in questions unanswered.
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