金色财经|Jan 19, 2026 08:58
["The 'Big Short' Warns of AI Bubble Again, May Face Prolonged Downturn"]
According to a report by Jinse Finance, Michael Burry, known as the "Big Short," has once again issued a warning about the artificial intelligence (AI) bubble. Burry posted on Substack, cautioning that so-called hyperscale data center operators, including Microsoft and Google, are wasting massive amounts of money on microchips and data centers, which will soon become obsolete. These devices, used to power AI tools such as chatbots, are expected to become standardized. Looking ahead, he predicts that employment in the tech industry will decline or fail to rise significantly, as the sector may face a very prolonged period of stagnation.
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