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Nvidia’s Latest $2 Billion Deal: Defying Short Sellers or Digging a Deeper Hole?
Yahoo Finance· 2025-12-01 15:37
24/7 Wall St. Quick Read Nvidia (NVDA) invested $2B in Synopsys  (SNPS) to strengthen its chip development supply chain despite growing scrutiny over circular financing allegations. Michael Burry argues Nvidia mirrors Cisco during the dot-com bubble rather than Enron, and warns of a looming capex apocalypse. Hyperscalers extended GPU depreciation to four to six years despite Nvidia’s 12 to 18 month refresh cycles and this understates sector depreciation by $176B from 2026 to 2028. Some investors ge ...