America's Biggest Investor Michael Burry Has An 'End Question' For Google, Amazon, Meta, Microsoft And Other Tech Companies; Says: When Does It ... - The Times Of India

By TOI Tech Desk
Publication Date: 2026-02-23 05:17:00

Investor Michael Burry is questioning Big Tech’s $660 billion AI infrastructure spending spree, warning that companies like Amazon, Google, Meta, and Microsoft are burning through cash, piling on debt, and using aggressive depreciation schedules to mask the earnings impact. Drawing parallels to the early electricity boom—where the technology was real but investors still got wiped out—Burry argues the financial engineering deserves far more scrutiny.

Michael Burry, the investor who famously predicted the 2008 financial crisis and shorted the US housing market before it collapsed, has turned his attention to Big Tech’s AI spending binge—and he’s asking a question nobody on Wall Street seems to want to answer: when does it actually stop?In a series of posts on X over the weekend, Burry—who runs Scion Asset Management and goes by the handle Cassandra Unchained—called out Amazon, Google, Meta, Microsoft, Oracle, Nvidia, and Caterpillar by name. His core argument is blunt….

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