Michael Burry在AI股票上打赌$1B, 引用长期硬件折旧的利润膨胀。 Michael Burry bets $1B against AI stocks, citing inflated profits from extended hardware depreciation.

Michael Burry关闭了他的基金, 对主要的人工智能股票持有10亿美元的短额, 认为科技巨人通过将人工智能硬件折旧从3年延长到8年, 使利润膨胀。 Michael Burry has closed his fund and taken a $1 billion short position against major AI stocks, arguing tech giants are inflating profits by stretching AI hardware depreciation from three to eight years. 他说从2028年到2028年,这可能会使收入高估多达1760亿美元。 He says this could overstate earnings by up to $176 billion through 2028. 批评者警告说,随着AI成本的上升,估值可能不稳定,而公司则在提高效率的同时维护更长的时限。 Critics warn valuations may be unstable as AI costs rise, while companies defend the longer timelines as efficiency improvements.