One of the biggest Wall Street investors Michael Burry warns America: Nvidia will make you lose AI race to China - The Times of India

Michael Burry warned on X that America’s reliance on power-hungry Nvidia chips will hand China victory in the AI race. Sharing a chart comparing energy production growth, Burry argued China’s advantage is not only in total capacity but in the rate of acceleration (the slope). He said US transmission grid development is decelerating due to permitting issues while China is building transmission to match power output. Burry described Nvidia's roadmap as a power-consumption roadmap, arguing innovation focuses on powering and cooling larger, hotter silicon as efficiency gains lag, creating a structural problem for US companies. He urged a pivot to AI-tuned ASICs, warned Nvidia has a 'death grip' through investments and agreements with US AI companies/startups, and noted a DOJ antitrust investigation that he said could be curtailed by political changes. The piece reports Burry's public posts and frames them as a strategic warning about energy, chips, market concentration, and national competitiveness in AI.