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NVIDIA unveils AI compute model as Michael Burry shorts NVDA

2026-07-02 17:56:16

NVIDIA unveiled an AI compute framework while Michael Burry disclosed a direct short position near $198.09 per share. The framework lets cloud providers deploy advanced hardware through revenue-sharing and credit-support agreements. Sharon AI plans to deploy up to 40,000 Grace Blackwell GB300 GPUs, while Firmus is developing an Indonesia campus that could support approximately 170,000 GPUs and 360 megawatts.

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