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AI Chips Promising Immortality Until They Self-Destruct Faster Than Planned

AI Chips Promising Immortality Until They Self-Destruct Faster Than Planned
Photo by Declan Sun on Unsplash

KEY POINTS

  • Michael Burry resurfaced on X in late October 2025 after a two-year silence to warn of an AI chip bubble.
  • Greg Jensen of Bridgewater Associates warned that Nvidia’s precious AI chips will depreciate rapidly due to advancements created by the chips themselves.
  • Burry exposed tech companies lengthening chip depreciation timelines to boost short-term profits while Nvidia churns out faster upgrades.
  • Jensen described Nvidia’s aggressive ecosystem-building as a modern Standard Oil monopoly fight to secure AI supply chains against Alphabet.

Michael Burry—the hedge fund renown whose Big Short predicted the 2008 housing crash and starred Christian Bale’s manic eyebrow dance—has resurfaced in November 2025 after a two-year X silence, accusing AI giants of lying about the lifespan of Nvidia chips to fatten near-term profits. Simultaneously, Greg Jensen of Bridgewater (Ray Dalio’s brainchild) warns the same Nvidia chips are essentially crafting their own technological executioners, causing a depreciation schedule so speedy it gives vintage fast fashion a run for its money. The chip battle involves a sci-fi style resource grab for scarce land, power, microchips, and brainy humans. Jensen declares it’s a fight for an 'ecosystem' with Nvidia channeling Standard Oil’s Gilded Age tactics, trapping buyers to deter Alphabet from AI world domination. Meanwhile, Burry drops bearish put quotes on Nvidia and Palantir and grimly observes hyperscalers vainly stretching chip 'useful lives' like trying to make expired milk last a week longer.

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Source: Businessinsider | Published: 11/28/2025 | Author: Theron Mohamed