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Broker call● Neutral for Indian equities
AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years
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Hyperscalers’ AI spending concerns
Michael Burry warned that big tech could face massive AI-related write-offs in two years. Jefferies’ Chris Wood questioned hyperscalers’ $990 billion capex estimates and pointed to India’s reverse AI trade advantage.
Friday, 25 September
- AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years