On Sept. 29, tech executives including Zuckerberg, Amodei, Brockman, Pichai, Karp and Huang gathered at the White House for lunch with Trump and Johnson. The White House also held a full-day event launching a new federal information portal and hosting discussions on AI, energy and space. The visit is seen as a key window for easing tensions between the tech industry and the White House amid AI safety disputes.
Burry said he is converting short positions in AI-related stocks including Micron, Nebius, SOXX semiconductor ETF and Palantir into put options to gain more cost-effective leverage over a shorter time frame, and said the AI bubble could burst sooner than expected.
In a CNBC interview on September 17, 2026, Palantir CEO Alex Karp said frontier AI labs such as Anthropic are promoting AI doomsday narratives mainly to avoid liability, and may want the government to nationalize them to cap responsibility. He also cited OpenAI's claim of solving the Navier-Stokes problem, noting that mathematicians believe data uploaded to Codex was used; OpenAI denied direct use but could not rule out indirect influence.
Prominent short-seller Michael Burry said he closed his put options on Nvidia and Palantir expiring in December, citing a desire to hold more cash to assess changing market conditions this fall, directly reducing his closely watched AI short positions.
Palantir and Nvidia announced a partnership to apply sovereign AI technology to critical supply chains, starting with Nvidia's own production operations. The AI stack will connect Nvidia's Nemotron open-source models with Palantir Foundry and AIP platforms to improve supply chain visibility and decision-making while keeping proprietary data under enterprise control.