estimated understated AI D&A 2026-2028 (CONTESTED); industry AI D&A estimates ~$400–500B/yr
~$176Bforecastcontested
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| As of | 2026 |
| Source | Burry / secondary analyses; filings · Hyperscaler capex/depreciation discussion; cites Burry's $176B estimate for 2026–2028 |
| Review | checking…review by 2026-09-09 · fast cadence |
| Recorded changes | last 2026-06-29 |
| 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.