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WSJ: The Accounting Debate Over How Fast AI Chips Depreciate (Dec 8, 2025) 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
Burrys Right, Depreciation Is A Fatal Blow To The AI Bubble That means that older chips become obsolete after a year The problem raised by Burry is that AI hyperscalers depreciate the AI equipment over 5-6 years, well above the equipment's useful life "