2025-11-12
Breaking: Michael Burry just tweeted this [image]
Bloomberg
Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt
Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …
Michael Burry's back swinging at the AI bubble Claiming the hyperscalers are juicing profits by stretching server lifespans and hiding $176B in fake earnings [image]
Bloomberg
Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt
Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …