Big Short Investor Issues AI Warning: '70% of AI Revenue Is Just Two Companies, And One of Them I Think Is in Trouble'

Big Short Investor Issues AI Warning: '70% of AI Revenue Is Just Two Companies, And One of Them I Think Is in Trouble'

The investor who called the subprime collapse now says the entire AI buildout depends on two companies, and one of them keeps him up at night. His math traces a chain from NVIDIA to Microsoft to a single customer whose next move could revalue trillions.

Big Short Investor Issues AI Warning: ‘70% of AI Revenue Is Just Two Companies, And One of Them I Think Is in Trouble’

The post Big Short Investor Issues AI Warning: ‘70% of AI Revenue Is Just Two Companies, And One of Them I Think Is in Trouble’ appeared first on 24/7 Wall St.. Steve Eisman, the money manager who shorted subprime and was portrayed by Steve Carell in The Big Short, warned on his September 21…