--- title: "\"The Big Short\" Burry: AI Infrastructure Has Become a Key Pillar of the U.S. Economy; Trump Cannot Afford for the AI Boom to Fail" type: "News" locale: "en" url: "https://longbridge.com/en/news/300265328.md" description: "Renowned investor Michael Burry pointed out that AI infrastructure has become a key pillar of the U.S. economy, and the Trump administration cannot afford the risk of the AI boom failing. Although he is bearish on some core AI companies and has established short positions, questioning the returns on huge capital expenditures and accounting issues, he acknowledges that the AI narrative and infrastructure construction are positive forces supporting current economic operations" datetime: "2026-09-28T07:07:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/300265328.md) - [en](https://longbridge.com/en/news/300265328.md) - [zh-HK](https://longbridge.com/zh-HK/news/300265328.md) generator: "portal-rs" --- # "The Big Short" Burry: AI Infrastructure Has Become a Key Pillar of the U.S. Economy; Trump Cannot Afford for the AI Boom to Fail Zhitong Finance APP learned that Michael Burry, the investor famous for accurately predicting the 2008 subprime mortgage crisis, stated that the success of the artificial intelligence (AI) industry is now just as crucial for the U.S. government as the tech giants driving this boom. The prototype character of the movie "The Big Short" said that the Trump administration has little room to let the AI boom cool down. He believes that although he remains bearish on several companies at the core of AI trading, AI infrastructure construction has become a key force supporting the U.S. economy. It is reported that Burry wrote in a recent Substack chat: "Trump and his team know that the AI narrative and infrastructure construction are the only forces supporting this round of economic operation, and also the most positive thing that has happened this year." He added, "They cannot afford the cost of letting it fall." At the same time, he also questioned what measures Washington could actually take to prevent the economy from falling into a downturn. Burry's initiation of shorting U.S. AI stocks began with put options on NVIDIA (NVDA.US) and Palantir (PLTR.US) with a notional value of approximately $1.1 billion in the third quarter of 2025. In 2026, this expanded into a full-chain short position network covering semiconductors, memory, and AI infrastructure, including short bets on Micron Technology (MU.US), Oracle (ORCL.US), Nebius (NBIS.US), and the iShares Semiconductor ETF (SOXX). He has repeatedly questioned the logic of AI investment, believing that huge capital expenditures may not necessarily translate into sustainable returns. In addition, circular financing, overstated GPU depreciation periods, and off-balance-sheet liabilities are all "pillars" of Burry's short position on U.S. AI stocks. ### Related Stocks - [AIQ.US](https://longbridge.com/en/quote/AIQ.US.md) - [ARTY.US](https://longbridge.com/en/quote/ARTY.US.md) - [BOTZ.US](https://longbridge.com/en/quote/BOTZ.US.md) - [CLOU.US](https://longbridge.com/en/quote/CLOU.US.md) - [DAT.US](https://longbridge.com/en/quote/DAT.US.md) - [DTCR.US](https://longbridge.com/en/quote/DTCR.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [IDGT.US](https://longbridge.com/en/quote/IDGT.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SRVR.US](https://longbridge.com/en/quote/SRVR.US.md) - [XDAT.US](https://longbridge.com/en/quote/XDAT.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SMH.UK](https://longbridge.com/en/quote/SMH.UK.md) - [SOXS.US](https://longbridge.com/en/quote/SOXS.US.md) - [SSG.US](https://longbridge.com/en/quote/SSG.US.md) - [USD.US](https://longbridge.com/en/quote/USD.US.md) - [SOXW.US](https://longbridge.com/en/quote/SOXW.US.md) - [SOXM.US](https://longbridge.com/en/quote/SOXM.US.md) ## Related News & Research - [QUICK SPARK: SPY, QQQ Attract $9B as ETF Investors Shrug Off Volatility Worries](https://longbridge.com/en/news/305016130.md) - [Anthropic IPO Hype Meets AI Spending Risks: 6 ETFs to Watch Beyond Semiconductors](https://longbridge.com/en/news/301430757.md) - [Chip ETFs Earnings Doubled In A Year. Their P/E Fell From 40x To 25x.](https://longbridge.com/en/news/305070276.md) - [$100 Invested In VanEck Semiconductor ETF 5 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/305078376.md) - [This semiconductor ETF just had its worst day since March 2020](https://longbridge.com/en/news/304773127.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**