AI Infrastructure
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In 2025, Unitree shipped 5,500 humanoid robots, generating $246 million in revenue, up 335% year over year, and operates with positive net income. For perspective, Figure Al carries a private valuation of $39 billion on minimal revenue. Unitree came to the public market with real sales volume, solid profit, and a valuation of under $10…
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Yet Michael Burry had shorted it even before the earnings came out? Burry earned legendary status in 2008 by spotting the mortgage collapse before anyone else. That kind of independent conviction is rare, but his position here runs directly against real operational data. In it’s latest quarterly financial report, Nebius reported reported 454% year-over-year revenue…
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He outlines why the chipmaker is moving beyond just selling GPUs to financing the greatest infrastructure buildout in human history. It was quite a sight to see top finance ‘bros’ sharing a table with Jensen Huang, the driving force behind modern AI. Nvidia announced it is teaming up with private capital heavyweights including Apollo,…