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Dec 16, 2025 4:00 AM

Michael Burry Says The One Thing He Wished He Had Done Before 2008 Crisis Was To Have Been The Canary In The Mine: 'People Wonder Why I Do This'

Investor Michael Burry has doubled down on his claims regarding GPU depreciation at leading hyperscalers and AI companies, citing recent remarks by Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella, who highlighted the complex economics of large-scale data center investments.

Burry Regrets Not Being More Vocal In 2008

On Monday, in a post on X, Burry, who rose to prominence for shorting the housing market ahead of the 2008 financial crisis, said that he regrets not warning others more effectively about the risks building between 2005 and 2007, adding that this experience has shaped his decision to speak more openly on the current AI bubble.

The post featuring a snapshot of his latest newsletter draws attention to Nadella’s response during a recent interview in which the Microsoft chief discussed why the company has been cautious about scaling data center capacity tied to a single generation of NVIDIA Corp. (NASDAQ:NVDA) GPUs.

He said this is due to the rapid ...