Michael Burry estimate of cumulative understated hyperscaler depreciation during 2026–2028 (CONTESTED)
~$176Bforecastcontested
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| As of | 2025-11 |
| Source | Michael Burry, November 2025 estimate, reported by RBC GAM in MacroMemo April 14–May 4, 2026 · AI chip obsolescence concerns |
| Review | checking…review by 2027-03-01 · fast cadence |
| Recorded changes | last 2026-10-05 · 2 revisions tracked |
| Claim id | estimated-understated-ai-d-and-a-2026-2028 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.