Michael Burry Warned AI Chips Would Lose Value Fast. New Data Suggests He Was Wrong
Rich Duprey's November 15, 2026 article for 247wallst.com argues that new GPU rental data from Silicon Data challenges Michael Burry's claim that the AI boom rests on understated depreciation, with rents for older chips rising rather than collapsing. It comes as NVIDIA shares closed at $162.85, down 26.41% in a month, and Jensen Huang resigned as CEO with finance chief Kress named interim head.
