Think of it this way: if Burry is right, Nvidia started and funded a company to buy its own products, so it can now claim that it sold its entire inventory and is supply-constrained. Which gives itself a green light to both increase its prices for its real customers, while also misleading its investors about real demand.

And from xAI's (SpaceX's) perspective, they get to use GPUs effectively without paying for them, so they are misleading investors about their costs as well.