Seems people are starting to wonder if the numbers the big tech companies are reporting are real or fool's gold. Michael Burry has been on this for a while, which is why he's short NVDA. WSJ had an article yesterday on the funky accounting META is using to keep these data centers off its books.
https://www.wsj.com/tech/meta-ai-data-center-finances-d3a6b464?gaa_at=eafs&gaa_n=AWEtsqfrW_eSEf4HASzKFczHrbTSWibx01KxumVB5-8bxzKibqaTjfAie8hs5kGWA1g%3D&gaa_ts=6925b50f&gaa_sig=zoVy7OODU4PzBBMcIAOiLO5myHnGupeMd3t_RIAqdEpkUD2hrkFVVSusnjjlVzvy2hT1rWKyvGZoCIY3FbSpbg%3D%3D
I think the chickens will come home to roost at some point but when it will happen is anyone's guess. Could be six months, could be six years.