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Investor and founder of Scion Asset Management, famed for predicting the 2008 housing crash and known for contrarian bets against AI stocks.
No evidence-backed relationships are recorded.
Michael Burry swapped his Micron and Nebius shorts for put options expiring in June and September 2027, with Micron strikes near $500. His AI-bubble call now has a deadline and price levels that chip-stock holders can measure their own positions against.
Reality
MOUs with six large asset managers aim to mobilize more than $500 billion for AI factories. Nothing is funded yet, but the underwriting model already changes who sets compute prices.
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The MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR let borrowers pledge GPUs. What keeps those GPUs pledgeable is CUDA support, and no term has been stated.
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Dario Amodei asked AI labs to slow down and the selling landed on memory makers and chip-equipment names, with software rallying against them. Oil near $108 and an 86 percent chance of a Fed hike sat in the same session.
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Anthropic pledged employee-level access for outside evaluators and OpenAI matched within hours. The two steps that ask labs to build less depend on rivals and governments agreeing a pace, and on taking each other's word for it.
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Michael Burry's latest Substack post puts Oracle's off-balance-sheet data centre lease commitments at $261bn, which is 2.9 times the revenue the company has guided for the full year. He is short the stock.
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Sam Altman told Fortune that a listing now would be ill-advised while safety and alignment work is unfinished. More than $180 billion has gone into OpenAI, on Fortune's count, with no scheduled exit.
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Anthropic and OpenAI have promised outside evaluators permanent, employee-level access to their systems. Neither has published the terms, and the first volunteer is mid-acquisition by a would-be anchor investor in Anthropic's IPO.
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AI stocks fell worldwide on Sept 14 after Dario Amodei asked the industry to slow model progress and Sam Altman ruled out a 2026 IPO. The deepest single-day drops landed on chip equipment and power suppliers.
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The $60.50 offer is gone, PayPal closed at $53.66, and roughly half the premium the bid created is still in the price, leaving a $1.5 billion cost programme to justify what the market has not yet given back.
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The book grew from about $7bn in a year, and roughly half of it is priced by funding rounds rather than by markets, which means a demand forecast built on customer orders is partly a forecast of Nvidia's own marks.
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