Nvidia vs Short Sellers on GPU Depreciation | Durham News

Nvidia’s Jensen Huang fires back at skeptics like Michael Burry and Jim Chanos by revealing soaring GPU rental prices—H100 chips hit $3.28/hour in just one month—and long-term contracts for older chips, countering claims that AI chip buyers are inflating profits. Burry, short Nvidia, argues companies are delaying depreciation to boost earnings, while Chanos warns of a looming “depreciation time bomb” in data center stocks. With earnings calls looming, the battle over whether GPUs are assets or liabilities rages on.

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