Michael Burry says $3 trillion in off-balance-sheet AI commitments could blow a hole in Big Tech's revenue

Investor Michael Burry of The Big Short fame issued a fresh warning on the AI boom, observing that the hyperscalers leading the charge are amassing $3 trillion in financial commitments that aren't reflected in their balance sheets. "These liabilities, I say, are, in essence, in hypergrowth mode," Burry wrote in a Sept. 19 Substack post. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP The tax breaks in Trump's 'big beautiful bill' expire after 2028.