Nvidia (NVDA) Stock: Jensen Huang Challenges Michael Burry's Bearish AI View

**Implied Volatility / Movement:** Nvidia ($NVDA+WL) was down 0.62% in regular trading.

Nvidia CEO Jensen Huang's recent remarks have seemingly countered bearish sentiment from prominent investor Michael Burry. Burry, known for his prescient 2008 financial crisis prediction, has expressed concerns regarding the estimated useful life of semiconductors used in artificial intelligence. He argues that accounting practices may inflate valuations by overestimating how long these critical components remain effective.

However, Huang's commentary, coupled with reports of a 22% month-over-month increase in rental prices for Nvidia's compute processors, suggests a robust demand environment. This could imply that the company's revenue-generating capacity from its AI hardware, particularly its Ampere A100 Tensor processors, may be stronger than traditional depreciation models account for. Nvidia's gross margin stands at 74.67%, with a dividend yield of 0.12%.

### Story Arc / How We Got Here

This follows our earlier coverage ([NVIDIA $3.5B MediaTek Deal: A Decade-Long Strategy](/explore/nvidia-mediatek-deal-decade-long-strategy)) on 2026-09-02. NVIDIA's $3.5 billion investment in MediaTek is framed as a long-term strategic partnership, not a circular arrangement. The decade-long commitment signals NVIDIA's focus on co-development in emerging markets like automotive and edge computing. · N's strategic investment in MediaTek signals a long-term play for market share in automotive and edge . Investors should monitor how this partnership evolves and impacts N's competitive positioning against rivals like Broadcom and AMD in the custom silicon space.