Michael Burry's warning that the AI boom could become more dangerous than Enron gained new relevance as Jensen Huang reportedly partnered with six Wall Street asset-management firms to back the creation of AI computing power as an independent asset class. Huang said Nvidia may offer residual-value support of up to 25% for individual investment projects, subject to case-by-case review, extending the AI race from a contest over technology into one increasingly shaped by capital markets. The reported financing push builds on Burry's argument that AI infrastructure growth is being amplified by debt, off-balance-sheet obligations and circular capital flows that can feed back into reported revenue. Burry has expanded short positions in Oracle Corp., Micron Technology Inc. and Nebius Group and increased March 2027 put options on the iShares Semiconductor ETF, arguing his base case is 2028, when AI compute becomes oversupplied. He has pointed to signs of strain and excess across the buildout, including Nebius's 454% revenue growth and unusual pricing dynamics for scarce short-term compute, Oracle's negative free cash flow and roughly $260 billion of future data-center lease commitments, and growing leverage across hyperscalers and related infrastructure providers. The latest Nvidia-backed financing concept underscores how institutional capital is being drawn deeper into AI buildout economics as investors test whether computing capacity can be financed and valued like a standalone asset.