Michael Burry, known for predicting the 2008 housing crash, flagged a $537 billion financial risk in AI developer Anthropic's IPO filing. Anthropic has massive future computing commitments with suppliers like Alphabet, Amazon, and Broadcom, but its revenue—mostly from variable usage fees—is volatile. This mismatch between long-term infrastructure costs and uncertain revenue growth poses risks for AI companies and their suppliers. Investors should watch for companies generating free cash flow and be cautious about valuations assuming continuous growth in AI demand.
The article highlights a $537 billion risk tied to AI infrastructure commitments involving Alphabet, Amazon, and Broadcom. On Pluang as of Oct 29, 2026 21:12 WIB, Alphabet (GOOGL) trades at USD 284.92, down 12.30% for the day. Amazon (AMZN) and Broadcom (AVGO) also show declines, with Amazon down 3.55% and Broadcom down 2.94%, reflecting some market caution around these tech giants.
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