“大空头”批评英伟达发展耗电芯片：美国若继续依赖将在AI竞争中输给中国

Core Viewpoint - Michael Burry criticizes Nvidia for promoting the idea that higher power-consuming graphics chips are the best path for AI advancement, suggesting this could lead to the U.S. losing the AI race to China [1][2] Group 1: Nvidia's Position in AI - Burry claims that Nvidia is portraying AI innovation as a challenge of powering and cooling larger, hotter chips, while emphasizing that China's significant advantage in power infrastructure puts U.S. companies at a structural disadvantage in this competition [2] - Users on social media have labeled Nvidia as the "mob boss of AI," accusing the company of suppressing any suggestions to reduce GPU demand [1] Group 2: Energy Infrastructure Comparison - Burry shares data indicating that China's installed power generation capacity is over twice that of the U.S. and is expanding at a much faster rate [1][2] - He argues that the U.S. should shift focus from developing increasingly power-hungry chips to advancing AI-custom ASIC chips, which are designed for specific tasks to be completed quickly and efficiently [2] Group 3: Nvidia's Control and Criticism - Burry notes that Nvidia has "unbreakable control" over technology development due to its partnerships with many key companies in the AI sector [2] - He has previously criticized Nvidia's stock incentives, investments, and accounting practices, stating that these practices harm shareholder value [2]