Investor Michael Burry is questioning Big Tech’s $660 billion AI infrastructure spending spree, warning that companies like Amazon, Google, Meta, and Microsoft are burning through cash, piling on debt, and using aggressive depreciation schedules to mask the earnings impact. Drawing parallels to the early electricity boom—where the technology was real but investors still got wiped out—Burry argues the financial engineering deserves far more scrutiny. Investor Michael Burry is questioning Big Tech’s $660 billion AI infrastructure spending spree, warning that companies like Amazon, Google, Meta, and Microsoft are burning through cash, piling on debt, and using aggressive depreciation schedules to mask the earnings impact. Drawing parallels to the early electricity boom—where the technology was real but investors still got wiped out—Burry argues the financial engineering deserves far more scrutiny.
