AI Race:America's biggest investor’s warning on Nvidia; ‘power-hungry chips help China’

Published 2 days ago
Source: timesofindia.indiatimes.com
AI Race:America's biggest investor’s warning on Nvidia; ‘power-hungry chips help China’
Investor Michael Burry warns the US is on the wrong path in the AI race, citing Nvidia's energy-intensive chips and China's power generation advantage. He believes the US needs to shift from brute-force scaling to more efficient AI designs, while his firm has taken put options against Nvidia and Palantir.