Michael Burry Spots Nvidia's Next Threat: A Startup That Hired Its Engineers and Delivered Chips in Weeks
4 Articles
4 Articles
Michael Burry Spots Nvidia's Next Threat: A Startup That Hired Its Engineers and Delivered Chips in Weeks
Michael Burry never shies away from a fight. The investor who saw the housing crash coming now trains his sights on Nvidia. Again. This week he pointed to a young company called Etched. It raised money fast. It grabbed talent straight from Nvidia. And it got its first chips doing real work quicker than anyone expected. Burry called it serious competition. He didn’t mince words. “This is serious competition for NVDA,” he posted on X, linking to a…
'Big Short' investor Michael Burry says Nvidia faces 'serious competition,' flags shake-up in AI stocks
Michael Burry has repeatedly bashed Nvidia since returning to social media last year.Bloomberg/Getty Images"Big Short" trader Michael Burry warns that Nvidia faces big competition from Etched.He pointed to key details about the AI startup, citing public reports and information he got from an insider.The company could spark a broader reaction across the AI trade, Burry speculated.Michael Burry has fired another shot at AI kingmaker Nvidia.The inv…
Three 24-year-old Harvard dropouts build a new AI chip with former Nvidia engineers. Why Michael Burry takes the attack seriously.
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