Burry Bets Against Nvidia; TPUs Emerge
Summary
The divergence between hardware performance, investor sentiment, and defense application outcomes signals a critical inflection point for AI infrastructure scaling.
- Investor Scrutiny Hits Nvidia: Michael Burry wages an aggressive short against Nvidia, questioning AI boom valuations 4.
- European Inference Chip Launched: Vsora unveils the Jotunn-8, a 5nm inference chip designed to challenge existing architectures 7.
- Google TPU Advantage Clarified: TPUs offer long-term scaling benefits over GPUs, crucial for services like global voice search 6.
- Defense Tech Faces Setbacks: Anduril’s autonomous weapons experienced operational failures during testing and combat simulations 5.
- Logistics Tech Wins Big: Glīd secures the Startup Battlefield 2025 prize, simplifying complex infrastructure logistics 3.
- 5nm - The fabrication process used for Vsora’s new Jotunn-8 European inference chip 7.
- 200 - The number of companies Glīd defeated to win the Startup Battlefield 2025 competition 3.
- 2013 - The year Google began developing the specialized Tensor Processing Unit (TPU) architecture 6.
Key Moments
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Famed investor Michael Burry...is waging an aggressive war against Nvidia, betting against the AI boom.
— Article [4] -
Vsora has introduced the Jotunn-8, a 5nm European inference chip marketed as the "UltimateAI Chip."
— Article [7] -
The Google Tensor Processing Unit (TPU) project began around 2013 due to projections that scaling Google voice search...
— Article [6] -
In May 2025, more than a dozen [Anduril systems] were involved in tests where they did not perform as expected.
— Article [5] -
Glīd...won the Startup Battlefield competition in 2025, defeating 200 other companies.
— Article [3]