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America’s biggest investor questions Nvidia’s $250bn OpenAI investment plans

Michael Burry criticizes Nvidia’s potential $250 billion backstop for OpenAI’s Ohio data center project. This massive investment raises concerns about circular funding arrangements and investor risk. The Ohio project involves significant US federal and Japanese investment for power generation. Burry also shared insights on software companies and their AI era positioning. He believes human creativity remains irreplaceable by large language models.

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