Michael Burry Slams Nvidia’s $500 Billion AI Financing Deal as a ‘Wall Street Stunt’

TLDR

• Michael Burry called Nvidia’s $500B AI financing push a “Wall Street stunt” comparing it to pre-2008 risks
• Nvidia signed deals with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create compute financing platforms
• Nvidia takes 25% stakes and provides residual value guarantees on chip purchases
• Goldman Sachs Research estimates AI-related debt issuance has hit nearly $500 billion in 2026
• Market strategist Ed Yardeni also flagged hype, warning investors to be “pretty selective”

Michael Burry, the investor famous for predicting the 2008 financial crisis, has publicly attacked Nvidia’s plan to unlock over $500 billion in AI infrastructure financing.

Burry posted on X calling the arrangement a “Wall Street stunt,” drawing comparisons to the complex financial structures that led to the 2008 crash.

Nvidia recently signed memorandums of understanding with six major asset managers: Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR.

… Continue reading the full article at the original source below.