Should Microsoft (MSFT) Investors Worry About A $3 Trillion Hidden AI Risk?

On 28 September 2026, Michael Burry warned that Microsoft (NasdaqGS:MSFT) and other AI firms face about US$3t in hidden investment risks. Burry argued that large AI data center projects are heavily funded through off balance sheet structures that do not appear as conventional debt. He cautioned that weaker than expected AI demand could trigger sizable writedowns and financial strain for major technology groups and their lenders. Burry's warning about US$3t of opaque AI data center obligations sits alongside other pressures and strengths our research has flagged. Check out 3 other big wins that Microsoft investors should know about. For readers looking beyond Microsoft to others exposed to similar themes, the next stop is 84 AI infrastructure stocks.