WSJ: Cloud providers fleeing Nvidia as wafer commitments hit Huang like an avalanche
SumitGup · x · 2026-11-13
Michael Burry highlighted a WSJ report: Jensen Huang summoned his top finance executives this summer as the AI economy—backed by Nvidia's increasingly outrageous bets—teetered. Major cloud providers were making plans to use alternative chips and lessen reliance on Nvidia, while the vast supply of wafers and memory Nvidia committed to buying came at Huang like an "avalanche." Burry says events are playing out exactly as he predicted. The report also notes Huang belittled his successor Colette months ago, calling her "a deer in the headlights."
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