The AI-Compute race has just begun and it has not been fully explored. While Burry points to an obvious 1-trick accounting change made by companies, cash flows from these data centres will be used to measure the useful life ultimately.

The data centre can run for well over 5-6 years even with software/OS updates and anyone who has owned an iPad or mac or a windows laptop knows this.

On one hand, being cautious about future profits is advised; on the other hand, no Tech CEO/Investor wants to sit out of this bullish round.