Mark Cuban & Michael Burry Warn Nvidia Is The New Dot-Com Bubble On Steroids
KEY POINTS
- •On July 28, 2026, Mark Cuban compared Nvidia’s AI funding to the risky dot-com bubble over social platform X.
- •Michael Burry warned about Nvidia’s rising credit default swaps in late July, implying financial overextension risks.
- •Nvidia CEO Jensen Huang acknowledged the company's critical role in AI and markets during a November 2025 meeting.
On July 28, 2026, billionaire Mark Cuban compared Nvidia’s AI funding spree to the mother of all dot-com bubbles—except now instead of IPOs, Nvidia is playing venture capitalist, credit card, and hype machine all rolled into one. Cuban called it 'truly scary' that this AI empire could collapse if another chip provider sneezes wrong. Meanwhile, 'Big Short' legend Michael Burry noticed Nvidia’s credit default swaps doubling in two months and claimed its deal frenzy had reached 'biblical proportions.' Nvidia CEO Jensen Huang shrugged off the anxiety in November, flaunting memes about his company 'holding the planet together.' Shares slid 18% from May highs but still boast a 13x jump since 2023. Cuban even joked about AI data centers turning into pickleball courts once tech overbuild hits. Meanwhile, Burry’s busy betting against Nvidia with 'bearish puts,' convinced ‘circular financing’ might just become the next financial party trick.
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(1 of 3)Nvidia’s AI empire is basically Monopoly money held up by Mark Cuban’s endless credit card and Burry’s doom-laden whispers. If it crashes, it won’t just be chips falling, it’ll be a crypto-level meltdown with more circular deals than a yoga class.
Mark Cuban says Nvidia’s the AI bubble’s sugar daddy, Michael Burry says it’s overdoing it—looks like tech’s biggest parent-teacher conference just went nuclear.
Nvidia financing AI customers feels like loaning your entire paycheck to your friend’s startup, and Michael Burry’s already updating his apocalypse playlist.
Source: Businessinsider | Published: 7/29/2026 | Author: Theron Mohamed
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