WSJ: Nvidia reportedly weighed billions in guarantees for buyers of its chips
SumitGup · x · 2026-11-14
Michael Burry cites WSJ reporting to claim "the AI bubble started to come apart for real this year," pointing to a closed-door meeting where Jensen Huang reportedly discussed guaranteeing billions for companies that couldn't afford Nvidia chips, deals partly led by his son-in-law financing upstart clouds into customers, major cloud providers drifting to rival chips, committed chip/memory orders arriving like an "avalanche," and calling CFO Colette Kress "a deer in the headlights" — who is now reportedly interim CEO.
Related event: NVIDIA Reportedly Backing Billions in Chip Financing for AI Firms(3 posts)→
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