Michael Burry warns Nvidia faces risks from distorted demand among limited buyers
Michael Burry has expressed concerns about Nvidia's revenue stability due to its reliance on a few major clients. He warns that a reduction in spending from these clients could significantly impact Nvidia's earnings. Burry draws parallels to Cisco's decline during the dot-com bust, highlighting potential risks in Nvidia's supply chain dynamics.
- ▪Michael Burry warns that Nvidia's revenue may be at risk due to its heavy dependence on hyperscale cloud providers.
- ▪A 20% reduction in Microsoft's spending on Nvidia could lead to a $3.4 billion quarterly revenue loss for the company.
- ▪Burry compares Nvidia's situation to Cisco's collapse during the dot-com era, emphasizing the fragility of its business model.
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Michael Burry warns Nvidia faces risks from distorted demand among limited buyers The Big Short investor draws parallels to Cisco's dot-com collapse, arguing hyperscaler spending creates a dangerous 'bullwhip' effect in Nvidia's supply chain. Share Add us on Google by Editorial Team May. 26, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Michael Burry, the investor who became a household name for betting against the US housing…
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