---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000927404.md"
description: "Breaking: Michael Burry says the AI boom is running on one giant loop and time is running outHere's his breakdown:1. Burry shared a report from Wall Street lender Ares tracking $573B of AI financing from the last 12 months2. All of it runs through just 8 companies: Meta, Oracle, Microsoft, Amazon, OpenAI, Anthropic, Broadcom and Nvidia3. They lend to each other, guarantee each other's debt and buy from each other, so one company's loan is backed by another company's promise to keep spending4. Every deal depends on one thing: AI spending never slowing down5. If AI revenue disappoints for even one season, the guarantees could all get called at once, right when the companies backing them are at their weakest6. Burry says it's the same circular financing that turned the 2000 telecom fiber boom into a bustBurry claims the stock market in the first stage of grief and the crash is soon"
datetime: "2026-10-06T22:15:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000927404.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000927404.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000927404.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# Breaking: Michael Burry says the AI boom is runnin…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**