This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is sharpening his warning about the artificial-intelligence boom, arguing that AI infrastructure spending has become so important to the U.S. economy that President Donald Trump's administration cannot afford to see the buildout unravel. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.NVDA GF Value chart The Big Short investor remains bearish on several of the companies powering that expansion, creating an unusual split in his thesis: Burry believes AI spending is supporting economic growth while simultaneously questioning whether investors funding it will ultimately earn acceptable returns.
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