Artificial intelligence is the cleanest example. Bain & Company estimates the industry needs $6 trillion in annual revenue by 2031 to justify its data center spending, and today’s products could supply as much as $1. 8 trillion of that. Few people have poked at that gap as loudly as Michael Burry, who rose to fame by calling the housing crash before the global financial crisis. In September, he added to shorts on Micron, Nebius, Palantir, and a semiconductor ETF, arguing that the memory chip shortage will fade.
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