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  4. Michael Burry Warns Hyperscalers Are Hiding $3 Trillion In AI Liabilities — And Wall Street Isn’t Looking: ‘When The Music’s Over…’ - Yahoo Finance

Michael Burry Warns Hyperscalers Are Hiding $3 Trillion In AI Liabilities — And Wall Street Isn’t Looking: ‘When The Music’s Over…’ - Yahoo Finance

Michael Burry Warns Hyperscalers Are Hiding $3 Trillion In AI Liabilities — And Wall Street Isn’t Looking: ‘When The Music’s Over…’ - Yahoo Finance
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  • Burry estimates the five hyperscalers have nearly $1.2 trillion in uncommenced lease commitments and more than $1.5 trillion in purchase commitments
  • Rapid AI hardware cycles could l… [+4979 chars]
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