America's biggest investor blames Nvidia for blocking AMD-Oracle contract with its 'mafia-like' actions, paid $150 million to ...

America’s well-known investor Michael Burry has accused Nvidia of using its influence to block a potential contract between AMD and Oracle. Following reports that OpenAI dropped plans for a major data centre project in Texas, Burry shared a post on social media platform X (formerly Twitter).

According to the investor, the development highlights tensions in the artificial intelligence (AI) infrastructure market, where technology companies are competing to secure contracts for large-scale AI data centres.

Michael Burry claims Nvidia influenced chip decision

In his post, Michael Burry suggested that the data centre project faced complications because of differences in the type of chips planned for the build.“The nut of it is that OpenAI bowed out of the Oracle deal because it wanted NVDA Ruben and not the Blackwell, which are two different types of data center builds,” Burry wrote.

He added that Oracle had already secured the site and ordered hardware designed around Blackwell chips, but the plans changed when OpenAI reconsidered the project.“Oracle borrowed heavily to secure the site and order all the hardware for the buildout around Blackwell, and OpenAI as the customer said the chips will be dated before the building is even ready,” he said.

Allegation of $150 million payment

Burry also alleged that Nvidia paid money to prevent AMD from securing the build contract linked to the project.

“Then Nvidia got involved and paid $150 million to block AMD from getting the Oracle build contract,” he wrote.He goes on to criticize the chip maker’s business practices, stating: “This is how NVDA throws its weight around to block AMD use by its customers. It is mafia-like and should be an antitrust case.”Burry also referred to an ongoing investigation into Nvidia’s business practices by the U.S. Department of Justice.

“The Justice Dept has been investigating NVDA for almost two years but I don’t think Trump’s DOJ will prosecute NVDA,” he wrote.Despite the reported changes in the project, Burry said partnerships between companies involved in AI infrastructure continue. “I know Oracle and OpenAi are still partners, Meta took the build that OpenAI abandoned, etc. So the AIlluminati are already saying no big deal,” he wrote in the post.However, the investor argued that the situation reflects larger developments in the AI sector.“But this is an absolutely huge deal. This is playing out as some of us said it would. The signs are showing up in several places, and they are the exact signs we said would show up,” Burry concluded.