America is on the wrong path due to Nvidia, as …, warns Michael Burry, the investor famous who predicted 2008 financial crisis
Michael Burry warns America's AI strategy is at a structural disadvantage due to heavy reliance on energy-intensive Nvidia chips. He highlights China's rapid power generation buildout and contrasts it with the US's slower grid development. Burry urges a shift towards more efficient AI-tuned ASICs, questioning Nvidia's soaring valuation and sustainability.
Michael Burry warns America's AI strategy is at a structural disadvantage due to heavy reliance on energy-intensive Nvidia chips. He highlights China's rapid power generation buildout and contrasts it with the US's slower grid development. Burry urges a shift towards more efficient AI-tuned ASICs, questioning Nvidia's soaring valuation and sustainability.
