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Michael Burry highlights customer concentration risks at Nvidia

Michael Burry warns Nvidia's top three customers account for 64% of accounts receivable, up from 33% in 2020, signaling major concentration risk.

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Michael Burry warns Nvidia's top three customers account for 64% of accounts receivable, up from 33% in 2020, signaling major concentration risk.

Burry called the AI boom around NVDA "fugazi," questioning whether complex financing is hiding how billions in GPU demand is being funded.