CoreWeave literally just said in their Q3 2025 earnings call (Nov 10) that they’re recontracting older GPUs like A100s for new inference workloads. In plain English - the “old” hardware is still making money.
So if Burry’s out there saying hyperscalers are understating depreciation, he probably hasn’t read that call yet. The stuff he thinks is “depreciating” is actually getting rented out again. He should be panicking for the opposite reason , these assets are lasting longer than anyone expected.
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