There's an interesting battle brewing over how AI companies should account for their hardware investments—specifically those expensive Nvidia chips and related infrastructure. The debate's getting heated, with critics questioning the accounting methods being used.

But here's the thing: some of these critics might actually be pushing too hard this time. Are we seeing legitimate concerns about financial transparency, or just another round of overblown skepticism toward AI companies' balance sheets? The line between prudent oversight and reaching for problems isn't always clear.