This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is raising concerns that the huge AI infrastructure commitments being made by major technology companies could leave them exposed to future asset write-downs, according to a Substack post. Warning! GuruFocus has detected 5 Warning Signs with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator.AMZN GF Value chart Burry said net capital investment by S&P 500 companies reached 2.07% of GDP at June 30, a level he described as the highest in nearly four decades outside the period following the 2000 Nasdaq peak.
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