Michael Burry Bets on AI Chip Startup Etched to Challenge NVIDIA
_jaydeepkarale · x · 2026-08-28
Famed investor Michael Burry, known for 'The Big Short', is now looking at AI chip startup Etched as a potential serious competitor to NVIDIA. Etched is not trying to beat NVIDIA at everything but is betting that AI will become predictable enough to justify specialized chips for specific tasks. The post questions if this is another contrarian bet worth watching or if NVIDIA is simply too far ahead.
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