$NVIDIA (NVDA.US)$ Burry maintains significant put options, betting that alternative AI chips (like Google's TPU and Amazon's Trainium) will take market share away from Nvidia over time. I am waiting for Burry to close his shorts and maybe then can see this a - Moomoo

Renowned investor Michael Burry continues to hold significant put options on NVIDIA, signaling skepticism about the company's long-term prospects in the AI chip market. Burry believes that emerging al... Read original →

Burry’s bearish stance reflects deep skepticism about GPU architecture’s long-term dominance in AI training. If Google’s TPU v6 or Amazon’s Trainium II achieve >3x energy efficiency gains, it could trigger a heterogeneous computing inflection point, forcing cloud providers to overhaul their hardware stacks and reshaping TSMC’s EUV allocation below 7nm. U.S. export controls on advanced packaging may raise non-U.S. AI chip costs but accelerate custom silicon adoption by clients in Taiwan, China and Hong Kong, China. NVIDIA might respond by partially opening CUDA to retain lock-in, while rivals could license IP to form an anti-NVIDIA coalition. Within 18 months, the market will pivot from raw FLOPS to inference cost per dollar—exposing the weakest seam in NVIDIA’s moat.