Michael Burry Accuses Nvidia Of Blocking AMD From Key AI Deal

By CPI
Publication Date: 2026-03-10 20:32:00

Investor Michael Burry has accused Nvidia of using its market influence to prevent Advanced Micro Devices from securing a major artificial intelligence infrastructure contract, raising concerns that the chipmaker’s dominance in the AI sector could attract regulatory scrutiny.

The claims were made in a post on social media, where Burry — widely known for predicting the housing market collapse highlighted in The Big Short — suggested that Nvidia’s conduct in the fast-growing AI chip market could become the focus of antitrust attention. According to a statement posted by Burry on X, Nvidia acted in a “mafia-like” manner in order to block its rival from winning the deal.

Burry alleged that Nvidia intervened in an AI data-center project tied to Oracle Corp. and OpenAI. According to a statement from Burry’s post, Oracle had taken on significant borrowing to acquire land and place orders for hardware designed to use Nvidia’s upcoming Blackwell chips.

However, the arrangement reportedly ran into complications when OpenAI reconsidered the project. According to a statement shared by Burry, OpenAI argued that the planned chips could become outdated before the facility was completed.

“The chips will be dated before the building is even ready,” Burry wrote.

The investor further claimed that Nvidia took steps to prevent AMD from securing the hardware contract linked to the data-center project. According to a statement from Burry’s post, Nvidia allegedly paid…

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