Nvidia CEO Jensen Huang and investor Michael Burry are debating the useful life of GPUs, with Huang advocating longer depreciation periods while Burry supports shorter ones. Nvidia is launching compute financing platforms backed by major lenders to mobilize over $500 billion into AI infrastructure, aiming to expand financing capacity. Rising GPU rental rates and strong institutional credit support suggest older GPUs retain economic value, supporting Nvidia's optimistic view. However, risks like competition from custom silicon and systemic risks from AI debt institutionalization remain, requiring careful monitoring as the AI financing market develops.