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Short-Seller Jim Chanos Scrutinizes Jensen Huang-Led Nvidia's AI Factory Cost Estimates: 'Well Above What Companies Are Telling Investors'
英伟达英伟达(US:NVDA) Benzinga·2025-09-23 11:02

Just a day after Nvidia Corp. NVDA and OpenAI announced a landmark $100 billion AI infrastructure deal, famed short-seller Jim Chanos is raising red flags over the foundational economics of the AI gold rush.In a post on X, Chanos questioned NVDA CEO Jensen Huang's cost estimates for building a large-scale AI data center, suggesting a significant discrepancy with what other industry players are reporting.Is Nvidia Inflating The AI Factory Cost?Chanos highlighted Huang’s projection that a one-gigawatt (1GW) “ ...