E307 - Michael Burry Sees a $3 Trillion AI Risk Wall Street May Be Missing
Published: September 24, 2026
Duration: 8:08
Artificial intelligence could become one of the most important technologies in modern history.
It could also produce one of the largest investment bubbles.
In Episode 307 of The Secret War on Cash, Dean Heskin and Chris Agelastos of Swiss America Trading examine warnings from Michael Burry and Ray Dalio about the financial structure developing underneath the AI boom.
Burry has raised concerns about roughly $3 trillion in commitments associated with major hyperscalers including Amazon, Alphabet, Microsoft, Meta and Oracle.
Many of those commitments involve future leases, infrastructure projects, data centers and other spending that...
It could also produce one of the largest investment bubbles.
In Episode 307 of The Secret War on Cash, Dean Heskin and Chris Agelastos of Swiss America Trading examine warnings from Michael Burry and Ray Dalio about the financial structure developing underneath the AI boom.
Burry has raised concerns about roughly $3 trillion in commitments associated with major hyperscalers including Amazon, Alphabet, Microsoft, Meta and Oracle.
Many of those commitments involve future leases, infrastructure projects, data centers and other spending that...