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Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable. The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex

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Nvidia stock is at a historically high risk of an "aggressive fall," Michael Burry says. The "Big Short" investor said the next fall could be "more dramatic" than previous big drops. Burry rang the alarm on "tokenmaxxing," calling it a "crazy, rushed, temporary phase." ADVERTISEMENT RECOMMENDED ARTICLES News WFH is a bigger driver of entry-level job woes than AI, researchers say News I moved to Ca

Michael Burry warned Nvidia stock looks vulnerable and the AI "tokenmaxxing" trend won't last in two recent Substack posts. "The conditions for an aggressive fall are as strong as they have been in the history of the stock," Burry wrote in a Monday post. The investor of "The Big Short" fame — known for making prescient calls and dire predictions — added that Nvidia's next decline could be "more

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