Burry cites WSJ: Jensen privately feared a chip avalanche amid Nvidia guarantees
0xSammy · x · 2026-11-14
0xSammy relays Michael Burry's bear case built on WSJ reporting: Jensen Huang privately worried about an "avalanche" of incoming chips while major cloud customers explored alternatives; Nvidia discussed billions in guarantees to help customers afford its hardware. The bear case doesn't require AI to fail — only for supply and financial commitments to outgrow customers' ability to pay, potentially hitting Nvidia with weaker orders and guarantee obligations at the same time.
More from Venture
- Mine competitor 1-3 star reviews on G2 and Amazon, let Claude cluster them into SEO content topics — daluoseo · 2026-11-14
- Xiaohongshu's YouTube English-material side business: ¥39.9 per order, 100+ sales daily — huangyun_122 · 2026-11-14
- Dodo Payments Closes Dev Accounts Without Explanation, Founder Caught Using Claude to Generate Corporate Non-Answers — kingslyj · 2026-11-14
- Anthropic is 'eating startups for breakfast, lunch, and dinner', says commentator — tibo_maker · 2026-11-14
- Expedia CEO: agent traffic isn't cannibalizing direct bookings yet; 2/3 still come direct — gaganghotra_ · 2026-11-14
- One-person rhinoplasty preview AI app nets $3.1k MRR, listed for $36k — marclou · 2026-11-14