‘Big Short’ investor Michael Burry says Nvidia faces ‘serious competition,’ flags shake-up in AI stocks0

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• August 19, 2026

Michael Burry has fired another shot at AI kingmaker Nvidia. The investor, who rose to fame in “The Big Short,” took aim at the Jensen Huang-led chipmaker in a new Substack post on Tuesday. This time, he flagged what he sees as “serious competition” for the GPU firm, pointing to reports about Etched, an AI