By TOI Tech Desk
Publication Date: 2026-01-04 10:35:00
One of America’s biggest investor Michael Burry has warned the country on Nvidia. Michael Burry is the same investor who hit headlines with his correct prediction on 2008 housing crisis in the US and the ensuing global economic slowdown. According to Burry, China’s rapidly accelerating power-generation buildout gives it a structural edge in artificial intelligence race if the industry continues relying on increasingly energy-intensive chips. Burry said that Nvidia has a “death grip” on AI development in the US, citing its extensive investments and agreements with many major AI companies and startups.In a series of posts on X, formerly Twitter, Burry said that America is on the wrong path if its AI strategy continues to rely on increasingly energy-intensive Nvidia Corp chips. “Power hungry Nvidia chips are not the way forward,” he wrote. He shared a chart that showed China’s installed electricity generation capacity that has surged far beyond that of America and Europe since the early 2000s. “It is not just the total power advantage,” Burry wrote. “It is the slope.”
Why Nvidia, according to Michael Burry, is hurting America
Michael Burry shared ‘Why China will win AI in one chart’. He wrote: Power hungry Nvidia chips are not the way forward for the US. It is not just the total power advantage. It is the slope. In a follow-up post, Burry argued that Nvidia’s dominant role in AI computing across the US has…
