By TIMESOFINDIA.COM
Publication Date: 2025-12-29 05:29:00
“The Big Short“ investor Michael Burry has a China warning for the US. Burry, one of the most influential Wall Street investors, has warned that America’s reliance on power-hungry Nvidia chips will hand China victory in the artificial intelligence (AI) race. In a recent post shared on the microblogging site X (formerly Twitter), he pointed to a widening energy production gap that he argues makes America’s current AI development strategy unsustainable. Sharing a chart comparing energy production growth across regions, Burry wrote that China’s advantage extends beyond total power capacity to the rate of acceleration, while US transmission grid development is actually decelerating due to permitting issues, even as China builds transmission infrastructure freely to match its expanding power output. In his X post, Burry shared a chart showing how China’s energy production has increased drastically compared to the US and the EU. He wrote: “Why China will win AI in one chart. Power hungry Nvidia chips are not the way forward for the U.S. It is not just the total power advantage. It is the slope.”
Why ‘The Big Short’ investor thinks Nvidia’s AI development roadmap is not right for the US
The hedge fund manager argues that Nvidia’s development strategy is essentially a power-consumption roadmap, with innovation focused on powering and cooling larger, hotter silicon as efficiency gains fail to keep pace with compute density. According to Burry, this creates a…
