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"The Big Short" Sounds Alarm on AI Bubble Once More, Suggesting a Possible Extended Slump
2026-01-19 /
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Author：小编
Michael Burry, the investor known for his role in "The Big Short," recently took to Substack to raise another red flag regarding the AI bubble. He highlighted that major hyperscale data center operators, such as Microsoft and Google, are channeling substantial investments into microchip manufacturing and data center construction. However, he cautioned that these facilities are likely to become outdated swiftly, given the uniform demand patterns spurred by AI tools. Burry forecasted that the tech sector could witness a drop or plateau in employment levels down the road, as the industry braces for what could be a lengthy downturn.
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