Michael Burry from The Big Short is calling AI a bubble and betting against Nvidia and Palantir

Questions Burry's strategy of shorting profitable AI companies like Nvidia and Palantir

Scion's research shows AI revenue ($20B for OpenAI) is small compared to massive infrastructure spending ($400B annually by big tech)

Scion sees parallel to telecom bubble where companies over-invested in fiber optic cables beyond demand justification

Nvidia's stock surge driven by cloud giant GPU orders, but Scion questions if customers will profit from spending

Nvidia disagrees, claims hardware remains productive longer than critics say