WSJ: The Accounting Debate Over How Fast AI Chips Depreciate . . . WSJ: The Accounting Debate Over How Fast AI Chips Depreciate (Dec 8, 2025) According to the Wall Street Journal’s Jonathan Weil, a heated discussion has erupted over how quickly companies should depreciate the massive fleets of Nvidia GPUs and other AI hardware they’re buying
Michael Burrys AI Depreciation Thesis: Accounting . . . - Burry's thesis could destabilize Nvidia's market position if revised depreciation assumptions reduce AI chip demand The tech sector's valuation has long been a subject of fascination for investors, but in 2025, a new debate has emerged: the potential accounting distortions created by the rapid depreciation of AI hardware
This Big AI Bubble Argument Is Wrong - Business Insider Older GPUs remain useful and profitable for six years or more in AI data centers Cloud providers use older GPUs for diverse AI workloads, extending their useful lifespan
Amazon’s AI chip upgrades fuel broader fears about . . . The AI industry’s short sellers could be right about the chips depreciating faster than expected But companies are also not being completely transparent about how these data centers actually work, and for good reason — those are valuable trade secrets