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accelerator

also referred to as: accelerators

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 31, 2026 by Gavin Baker · across every show →

Everything said about accelerator, oldest first

Aug 31, 2026 bullish
Insight
Every One Percent Market Share in AI Accelerators Is Worth $100 Billion
“My rule of thumb for accelerators, every one percent share today is probably worth a hundred billion. So there's no need to go head on with NVIDIA.”
Gavin Baker Aug 31, 2026 ▶ 1:01:20 Why AI Demand Is Outrunning Compute Supply
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