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<p>Jim Chanos warns of a "depreciation time bomb" for Nvidia's AI chips, highlighting financial risks for CoreWeave and Oracle due to unrealistic depreciation schedules. He argues that the rapid innovation of Nvidia's GPUs shortens their economic lifespan, potentially impacting profitability. Chanos criticizes Oracle's aggressive AI investments and compares the current cycle to the Dotcom bubble, emphasizing risks if venture capital funding declines. Nvidia's stock performance is noted, with a strong long-term trend despite short-term volatility.</p>

- Legendary short-seller Jim Chanos warns of financial risks in the AI infrastructure sector due to accounting oversights related to Nvidia Corp. chips.  
- He argues that data center operators like Oracle and CoreWeave overestimate future profitability by using unrealistic depreciation schedules for AI hardware, suggesting chips may last only three to four years.  
- Chanos highlights that if AI monetization delays occur, companies like Oracle could face severe financial issues, deeming the current market cycle potentially riskier than the Dotcom bubble.

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Nvidia's Depreciation Time Bomb: Jim Chanos Warns Of 'Massive Financial Risk' For CoreWeave, Oracle

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