Michael Burry Compares Nvidia's $95 Billion Purchase Commitments To Cisco's Dot-Com Peak: 'This Is Not Business as Usual. This Is Risk.'
- Posted on March 1, 2026
- By Google News
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Michael Burry Compares Nvidia's $95 Billion Purchase Commitments To Cisco's Dot-Com Peak: 'This Is Not Business as Usual. This Is Risk.'
Michael Burry on Thursday issued a warning regarding Nvidia Corp.'s (NASDAQ:NVDA) massive surge in purchase obligations, claiming the chipmaker is mirroring the structural risks that led to Cisco Systems Inc.‘s (NASDAQ:CSCO) collapse during the dot-com bubble. $95 Billion Red Flag In a recent Substack newsletter, Burry highlighted a staggering shift in Nvidia's latest Form 10-K filing. The company's purchase obligations have skyrocketed to $95.2 billion, a massive leap from just $16.1 billion a