NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing capacity across global cloud providers.

The move arrives as Michael Burry increases bearish positions against NVIDIA, creating a sharp debate over AI growth prospects.

What is NVIDIA’s New AI Compute Model

NVIDIA’s new AI compute framework allows cloud providers to deploy advanced hardware using revenue-sharing and credit-support agreements. The goal is to reduce infrastructure barriers for startups, enterprises, model developers, and regional AI operators.

The company earns revenue from hardware sales and from cloud usage generated by supported capacity. This approach aims to accelerate the construction of large-scale AI factories capable of serving inference workloads and token-intensive applications.

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The strategy addresses one of the industry’s biggest challenges: the enormous capital required to build AI infrastructure. By helping partners expand capacity faster, NVIDIA hopes to increase utilization rates while making advanced computing resources more accessible.

Early participants illustrate the scale of the initiative. Sharon AI plans to deploy up to 40,000 Grace Blackwell GB300 GPUs. Meanwhile, Firmus is developing a major campus in Indonesia that could support approximately 170,000 GPUs and 360 megawatts of power capacity.

Why is Michael Burry Betting Against NVDA

Despite NVIDIA’s continued momentum, some investors remain skeptical about how long current AI-driven valuations can be sustained. Among the most prominent bears is Michael Burry, the investor known for predicting the 2008 housing market collapse.

Burry’s latest move goes beyond a general warning about the sector. He disclosed a direct short position on NVIDIA at approximately $198.09 per share, while also establishing bearish positions against Tesla, Applied Materials, Caterpillar, and the iShares Semiconductor ETF (SOXX).

His thesis is centered on what he views as excessive enthusiasm surrounding artificial intelligence. Burry argues that massive investments in data centers, chips and AI infrastructure may be creating conditions similar to previous technology bubbles.

He has specifically raised concerns about rapid hardware obsolescence, aggressive capital spending by hyperscalers, and the possibility that demand growth could eventually slow.

Supporters of NVIDIA see the situation differently. They point to strong demand for AI inference, which is accelerating enterprise adoption and strengthening the company’s dominant position in advanced computing. NVDA traded near $195 at the time of writing, giving the chipmaker a market value of roughly $4.77 trillion.

The result is a growing divide on Wall Street. NVIDIA’s bulls believe the company remains at the center of a multi-year AI expansion cycle, while Burry is positioning for a scenario in which expectations have outpaced economic reality. The coming quarters could determine which view gains the upper hand.

What Could Happen Next for NVIDIA

The coming quarters may provide important answers for both bulls and bears. NVIDIA’s success depends on executing its AI factory vision and maintaining strong demand for current and future platforms, including Blackwell and Rubin-based systems.

Investors will closely monitor earnings results, cloud partnership expansion, and progress on infrastructure deployment. If adoption continues accelerating, NVIDIA could further strengthen its position at the center of the global AI ecosystem.

However, valuation concerns are unlikely to disappear. Any slowdown in spending, infrastructure utilization, or enterprise demand could increase volatility.

The result is a high-stakes contest between technological transformation and concerns that expectations may have outpaced economic reality.

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Источник: BeInCrypto