✉news TechnologySemiconductors first seen 1 d ago, last 19 h ago, peak #16
Michael Burry Shorts Nebius as AI Chip Debate Heats Up
Original: Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year.
Investor Michael Burry, known for calling the 2008 housing crash, has taken a short position against Nebius, the AI infrastructure company. The bet comes as SpaceX claims its in-house AI chips recoup their costs in under a year, adding to a divided debate over whether spending on AI computing hardware is justified. Burry's move signals skepticism about valuations in the sector.
Why now: Renewed debate over whether AI infrastructure spending is a bubble, with prominent skeptics betting against it while companies defend the economics.
Evidence
- Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year. · 24/7 Wall St.
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