Jim Chanos voiced caution on the gold rush in AI data centers, telling investors they should own the companies building the ...
Michael Burry of "The Big Short" fame relayed a Warren Buffett story to warn of wasteful tech spending, and took aim at ...
Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.
Michael Burry, the contrarian made famous by The Big Short, is once again positioning himself against the market’s hottest story. After years of exuberance around artificial intelligence, he now ...
Michael Burry of "The Big Short" said Ben Affleck was "clearly a smart guy" after he slammed AI chatbots and called out ...
Michael Burry, the investor from "The Big Short," said return on invested capital is the "measure to beat all measures" when ...
Michael Burry famously predicted the mortgage crisis that struck in 2007 and 2008. Burry has been known to bet against themes in the stock market, and this time, his eye is on artificial intelligence.
Data centers could spell doom for the AI investment story, warns Jim Chanos. Investors continue to push doubts to the surface over AI bets paying off into year-end. Among those with strong views on ...
Nvidia defended the economics of the artificial intelligence spending boom after "Big Short" investor Michael Burry questioned the life cycle of its advanced chips and whether buyers will ever see a ...
Datacenters face unsustainable economics, with $2.6 billion capex for a 100 MW AI-ready facility and relentless cash burn driven by power and hardware costs. Depreciation schedules for GPUs are being ...
Michael Burry — the investor known for predicting the housing meltdown ahead of 2008 — has turned his attention to one of the market's most beloved themes: artificial intelligence. Burry recently ...