Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50K; Nvidia did not give Bloomberg an exact figure (Mackenzie Hawkins/Bloomberg)
Official documentation submitted to the United States government for 2025 omitted a significant volume of hardware distributed to Megaspeed. According to reporting from Bloomberg, the analysis revealed that partner-facilitated shipments were undercounted by 50,000 units. When asked to clarify the reported discrepancy, Nvidia declined to provide an exact figure. Specific information regarding the sales metrics and reporting mechanisms remains undisclosed.
Key points
Government submissions for 2025 did not capture the full scope of partner sales.: Government submissions for 2025 did not capture the full scope of partner sales.
Shipments sent indirectly to Megaspeed were significantly higher than officially reported.: Shipments sent indirectly to Megaspeed were significantly higher than officially reported.
The company has chosen not to disclose corrected or precise distribution numbers.: The company has chosen not to disclose corrected or precise distribution numbers.
Sources checked by our analysis pipeline: 1
New York Times: |
Associated Press: |
Lauren Goode / Wired: |
Demetri Sevastopulo / Financial Times: |
Semafor: |
Sarah Perez / TechCrunch: |
Financial Times: |
Mark Anderson / Bloomberg: |
Anthropic: |
Jay Peters / The Verge: |
Russell Brandom / TechCrunch: |
Ryan Christoffel / 9to5Mac: |
Anna Tong / Forbes: |
Dina Bass / Bloomberg: |
Emily Nicolle / Bloomberg: |
Reuters: |
Jason Schreier / Bloomberg: |
Echo Wang / Reuters: |
Elias Schisgall / Wall Street Journal: |
Jess Weatherbed / The Verge: |
Kanishka Singh / Reuters: |
Associated Press: |
Jess Weatherbed / The Verge: |
Bloomberg: |
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