Mark Cuban and Michael Burry warned the AI boom is worryingly reliant on Nvidia after so many deals. Cuban said it was "truly scary" that it "all could crumble" if Nvidia makes a misstep. Burry said Nvidia is "overreaching" and that's why investors have grown more worried about its debt. Mark Cuban and Michael Burry just sounded the alarm on Nvidia's sprawling web of AI deals. Nvidia has struck deals worth hundreds of billions of dollars with numerous players in the AI ecosystem, including OpenAI, Microsoft, CoreWeave, and SK Hynix.