Michael Burry slams Nvidia's GPU depreciation defense; Nvidia fires back with slide
firstadopter · x · 2026-10-02
Michael Burry challenged how fast AI companies should write off Nvidia chips in his Substack series. On Sept 27, Nvidia's investor deck included a slide showing A100, H100 and B200 retained value outpacing a 5-year accelerated depreciation curve — implying customers may be over-depreciating. Burry reads it as a direct rebuttal of his critique. Commentator firstadopter publicly thanked Burry for the shout-out while agreeing to disagree on Nvidia.
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