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Burry warns Nvidia’s $500B AI funding deal could inflate sales, Huang denies

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A Substack post by Michael Burry criticized Nvidia’s reported $500B funding deal with major Wall Street partners as potentially creating a financing feedback loop that could inflate sales and obscure true demand. Nvidia CEO Jensen Huang disputed claims of circularity, arguing the model brings independent long-term capital for AI infrastructure. Stock indexes stayed resilient on strong earnings.

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