'Freefall': Ken Griffin's GPU Warning Gets Blunt Backing From Michael Burry
Summary
Michael Burry backs Ken Griffin's warning that excess AI computing capacity could send GPU rental prices into freefall, pressuring infrastructure firms and chip demand.
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'Freefall': Ken Griffin's GPU Warning Gets Blunt Backing From Michael Burry
Michael Burry backs Ken Griffin's warning that excess AI computing capacity could send GPU rental prices into freefall, pressuring infrastructure firms and chip demand.