You Don’t Need a Burry to Know Which Way the Bubble Blows
Nvidia’s earnings land like a macro event. They’re just one thing to watch.
The recent Nvidia GPU Technology Conference in Washington.
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Even without Michael Burry’s latest warning that today’s graphics-processing units or GPUs may quickly lose their value, the broader concern that AI hardware might soon become obsolete has been growing for a while. Since ChatGPT launched three years ago, corporates have poured almost endless resources into AI infrastructure, mostly by stockpiling advanced chips.