Michael Burry has renewed his criticism of Nvidia's financing support for an OpenAI data center after the chipmaker's second-quarter 10-Q disclosed guarantees capped at $105 billion. The commitments cover credit support for land, power and shell construction at SoftBank's SB Energy PORTS Technology Campus in Ohio, which will involve approximately 4.25 gigawatts of IT load and exclusively host NVIDIA AI infrastructure. Burry called the arrangement evidence of a self-reinforcing financial loop and warned investors were "Whistling past the graveyard." Nvidia CFO Colette Kress said the company sees the arrangement differently from critics who call it circular financing, while CEO Jensen Huang said OpenAI will pay the lease. Nvidia had previously agreed to backstop less than half of the amount originally discussed for a project expected to cost more than $500 billion. Its shares closed 8.74% higher at $227.98 on Thursday, were up 22.24% year to date, 25.54% over the past year and 28.66% over six months, before trading 0.64% lower overnight.