Terrible revelations from Mr. Big Short - It's a lie; AI companies are falsifying data

The revelations from Mr. Big Short about the artificial intelligence deception are terrible.
Michael Burry warned on Wednesday evening that the true end-demand for artificial intelligence is much smaller than what companies are presenting, while accusing the large tech players of falsifying their revenues.
His sharp statements came just hours after Nvidia's explosive quarterly results, which triggered a rally in global technology stocks.
Burry—famous for predicting the 2008 subprime crisis—posted an image showing AI investment deals between companies like Microsoft, OpenAI, Oracle, and Nvidia, accusing them of "suspicious revenue recognition."
Burry, famous for predicting and trading the 2008 subprime mortgage crisis, posted an image of a graphic outlining artificial intelligence investment deals between several large technology companies, including Microsoft, OpenAI, Oracle, and NVIDIA, while accusing them all of "suspicious revenue recognition."

Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their… pic.twitter.com/0XyGQ8FjuE

— Cassandra Unchained (@michaeljburry) November 19, 2025

Actual demand is ridiculous

"The future will see this picture as fraud, not a flywheel. Actual demand is ridiculously small. Almost all customers are funded by the providers themselves," he wrote.
In a second post, he called OpenAI the "central link of the system" and raised questions about the reliability of its auditor.
Since his return to the spotlight in November, Burry has issued successive warnings about an impending AI bubble, revealing short positions against Nvidia and Palantir, and accusing large AI investors of hiding the true depreciation of their data centers.
His new warnings came just hours after Nvidia announced earnings and forecasts far above estimates, citing strong demand fueled by AI.
CEO Jensen Huang once again rejected the bubble scenarios, saying that the demand for the company's products exceeds the major hyperscalers. Nvidia shares rose more than 5%, while the entire technology and AI sector moved upwards. Futures for major US indices also surged after the announcement.

One more. OpenAI is the linchpin here. Can anyone name their auditor?

— Cassandra Unchained (@michaeljburry) November 20, 2025

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