没被英伟达财报说服？“大空头”继续炮轰AI：真实需求“少得可笑”

Group 1 - Michael Burry warns that the real end-user demand for AI is significantly lower than reported by major tech companies [1][4] - Burry criticizes companies like Microsoft, OpenAI, Oracle, and Nvidia for "suspicious revenue recognition," suggesting that reported growth may not reflect true market demand [1][4] - He describes the current AI hype as potentially fraudulent, indicating that many customers driving AI growth are funded by the companies selling them AI technology, creating a self-reinforcing cycle rather than sustainable adoption [4] Group 2 - Burry labels OpenAI as a "key pillar" of the AI boom and questions the credibility of its auditors [4] - Despite Burry's warnings, Nvidia's stock rose over 5% in after-hours trading following a strong quarterly performance and optimistic outlook driven by AI demand [4] - Burry's hedge fund, Scion Asset Management, has terminated its registration with the SEC but remains active in the market [5]