Gary Marcus amplifies unverified claim Nvidia's 'cooked books' have grown multiple times
GaryMarcus · x · 2026-11-12
Gary Marcus shared an unverified claim with "if this is true, just wow": account DarioCpx asserts it exposed Nvidia's "cooked books" two and a half years ago from the company's own filings, and that the alleged manipulation has since grown multiple times larger — implying much bigger damages if Nvidia implodes.
The accusation is speculative and unconfirmed, but lands amid ongoing scrutiny of AI capex accounting and circular deals, making Nvidia's filings quality a story worth tracking.
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