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Michael Burry says $3 trillion in off-balance-sheet AI commitments could blow a hole in Big Tech's revenue

Michael Burry warns $3 trillion off-balance-sheet AI commitments threaten Big Tech revenue.

Michael Burry warns $3 trillion off-balance-sheet AI commitments threaten Big Tech revenue.
Michael Burry warns $3 trillion off-balance-sheet AI commitments threaten Big Tech revenue. — impact context not separately stored; see What changed.
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