What happened
Michael Burry fears an AI bubble, citing concerns over hyperscalers' accounting for AI chip depreciation, potentially inflating earnings. He draws parallels to the dot-com bubble, questioning current valuations despite rapid AI adoption. The discussion explores the immense capital investment, Nvidia's dominance,...
November 11, 2025 at 2:30 PM UTCAnother big short?Photographer: Astrid Stawiarz/Getty Images North AmericaCosting tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year — a bill expected to hit $3 trillion by 2029.
But unlike 19th-century railroads, or the Dotcom boom’s fiber-optic cables, the graphics-processing units (GPUs) fueling today’s AI mania are short-lived assets with a shelf life of perhaps five years.
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Summary of News Article: "The AI Bubble Is Ignoring Michael Burry’s Fears"
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November 11, 2025 at 2:30 PM UTCAnother big short?Photographer: Astrid Stawiarz/Getty Images North AmericaCosting tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year — a bill expected to hit $3 trillion by 2029.
But unlike 19th-century railroads, or the Dotcom boom’s fiber-optic cables, the graphics-processing units (GPUs) fueling today’s AI mania are short-lived assets with a shelf life of perhaps five years.
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