‘Big Short’ fame Michael Burry’s depreciation gripe shines spotlight on big tech profits

Michael Burry has raised concerns that Big Tech's soaring profits might be artificially inflated due to extended depreciation schedules for computing equipment. While companies like Meta and Alphabet are lengthening asset useful lives, potentially boosting earnings, investors are increasingly scrutinizing the massive capital expenditures on AI infrastructure and the true pace of asset depreciation.

Published: November 14, 2025 4:04 pm

Source: The Economic Times — Read original