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Jim Chanos: I’d rather be long chip manufacturers than chip landlords
Bloomberg Television· 2025-10-22 20:10
AI is is the displacement of this cycle, right. If the internet was was the displacement idea of the 90s, certainly it's AI right now. I'd rather be long the companies that are producing the magic from the chips than the landlords of where the chips reside.Right. So, if this is going to truly be revolutionary, and it probably will be, um, I think you're going to have to see stuff coming out of the hyperscalers and open AI and and real really interesting applications that can be monetized. I think a lot of i ...