America's biggest investor Michael Burry has an 'End question' for Google, Amazon, Meta, Microsoft and other tech companies; says: When does it ...
Times of India
by TOI TECH DESKFebruary 23, 2026
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Michael Burry, the renowned investor who accurately predicted the 2008 financial crisis, has raised concerns about Big Tech's massive investments in AI. He questions when this spending will cease and highlights potential risks such as rising debt and questionable accounting practices. Burry specifically points out companies like Amazon, Google, Meta, Microsoft, Oracle, Nvidia, and Caterpillar for their significant borrowing and cash flow allocation to AI infrastructure.
The scale of these investments is staggering: Big Tech's combined AI expenditure reached $660 billion in 2026, up by 165% from 2024. This figure surpasses the Apollo space program and other major national projects as a percentage of GDP. Amazon alone committed $200 billion, exceeding its operating cash flow for the first time and signaling the need for additional debt financing. Alphabet issued a 100-year bond, marking a rare move in the tech sector since IBM in 1996, leading to increased long-term debt.
Burry draws parallels between the current AI
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Originally published on Times of India on 2/23/2026