Nvidia Faces 12-to-1 Chip Demand as AI Buildout Undercuts Burry's Bearish Bet
Updated
Updated · Yahoo Finance · Aug 4
Nvidia Faces 12-to-1 Chip Demand as AI Buildout Undercuts Burry's Bearish Bet
3 articles · Updated · Yahoo Finance · Aug 4
Summary
Dan Ives said Nvidia is seeing a 12-to-1 demand-to-supply ratio for its chips, arguing the imbalance weakens Michael Burry's growing bearish put position.
Meta and Oracle have pushed aggressively into hyperscaling, expanding Nvidia's customer base beyond traditional cloud providers and driving another leg of GPU demand.
Nvidia shares have gained less than 15% over the past year, leaving a gap between slower stock momentum and what Ives described as still-surging underlying business demand.
Burry's skepticism centers on whether Nvidia can sustain its pace and on broader AI-bubble risks, setting up a sharper test of investor sentiment as market volatility typically rises later in the third quarter.