Jensen Huang, CEO of Nvidia, responded to Michael Burry’s criticism by highlighting the 22% month-over-month surge in H100 GPU rental rates to $3.28 per hour as of September 8. Burry, manager of Scion Asset Management, has warned about what he calls Nvidia’s « circular financing, » including a credit support facility capped at $105 billion tied to an OpenAI data center project in Ohio. Nvidia defends its GPUs as durable and rentable assets, estimating their productive lifespan at four to six years. The debate highlights the sustainability of massive AI infrastructure investments, with GPU rental rates emerging as the key metric both sides agree to watch.
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