Trump Goes All in On AI: Will Genesis Mission Pump AI Crypto or Is America Heading for AI Bubble Crisis?

Ben Graham · Novembro 25

Is Michael Burry right about the AI bubble? It’s funny because this time around Burry has the same opinion as my local neighborhood barber. So he’s probably right, but he’s early again. Meanwhile, President Donald Trump’s new executive order has formally launched the Genesis Mission, a national AI-for-science initiative that White House officials are calling the most ambitious federal research effort since the Manhattan Project.

The directive orders agencies to synchronize their supercomputers, cloud AI systems, and scientific datasets into a unified national platform overseen by the Department of Energy.

“The Genesis Mission will bring together our nation’s research and development resources to achieve dramatic acceleration in AI development and utilization,” the order states.

So is AI in a bubble, and what’s going to happen next?

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Shorting AI is a true litmus test about how much you know the technology sector. Trillions will be injected into that economy, and it only needs to provide the technological results that they all claim. So can it, especially as we head towards an ostensible 2026 recession.

This all happens as the Department of Energy operates 28 user facilities and supports more than 40,000 researchers. It holds proprietary datasets, bilateral research archives, and some of the nation’s most sensitive classified material. Under the Genesis Mission, those data layers will be integrated into a tiered-access system that preserves intellectual property while enabling high-velocity scientific modeling.

“We also hold some of the most confidential and classified datasets the nation has, which are not available to third parties,” a White House official said.

However, not everyone is convinced that AI will continue. Michael Burry, whose Big Short bet defined the 2008 crisis, has deregistered Scion Asset Management and resurfaced with a paid Substack to warn that the AI boom resembles the dot-com bubble.

The Substack’s name is a reference to the mythological Cassandra, who was cursed to deliver true prophecies that no one would believe, and signifies Burry’s new freedom to speak more freely about market trends, including his skepticism of the AI boom.

The newsletter costs $379 annually or $39 monthly and already has over 21,000 subscribers.

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Nvidia’s stock has climbed more than 1,000 percent in two years, riding demand for AI infrastructure.

According to FRED data, US nonresidential tech investment is tracking its fastest growth rate since 1999, reinforcing Burry’s argument that capital expenditures may be outpacing real productivity.

AI bubble talk aside, you do realize that companies are also shifting away from Nvidia, right? Google makes its own TPUs, xAI announced it will make its own chips, Amazon is going to make its own chips, META and Google just announced talks of META buying their TPUs. The recent Google stock rally is because Gemini is smashing Nvidia and OpenAI and Anthropic.

Where AI is heading isn’t so obvious!

This is certainly reminiscent of the 1990s internet bubble… only with 10x the money on the line.

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Key Takeaways

Is Michael Burry right about the AI bubble? It’s funny because this time around Burry has the same opinion as my local neighbourhood barber
This is certainly reminiscent of the 1990s internet bubble… only with 10x the money on the line.

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