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December 27, 2025, 2:48 PM EST. Two high-profile bets on Nvidia hint at nerves about the AI boom. Peter Thiel's hedge fund sold its entire $100m Nvidia stake, and Michael Burry bet nearly $200m against the chipmaker. The concern isn't Nvidia alone: the AI surge rests on a key assumption about scale. The current wave rides on deep learning and neural networks, with large language models (LLMs) like ChatGPT, Gemini, and Claude learning to predict the next word from vast training data. As hype pushes for bigger models, some analysts warn momentum could falter if that core assumption proves faulty. A flaw in the scaling logic could prompt a broader reevaluation of the AI boom, with consequences for investors and the tech industry alike.