However, with investors celebrating the apparent breather in the AI storm, a very familiar voice has stepped back into the conversation. Scion Asset Management founder Michael Burry, the original “Big Short,” is back at it, questioning whether Nvidia’s explosive growth reflects sustainable demand.

In a memo to a Wall Street analyst, Nvidia directly responded to a recent X post from Michael Burry that was critical of the company.

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Famed investor Michael Burry's bets against AI-focused companies such as Nvidia ( NVDA 1.06%) have attracted significant attention, not least because the reasons he gives to support his views challenge the investment thesis for many major technology companies, notably those in the most exciting growth area of the economy right now.

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Michael Burry of "The Big Short" is lighting up social media after betting against Nvidia and Palantir and casting doubt on the AI boom.

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Michael Burry challenges Nvidia and the AI boom, claiming shareholder issues and sustainability concerns, as Nvidia responds to his criticism and ongoing public debate intensifies