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biggest spenders on GPUs

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 30, 2025 by Gavin Baker · across every show →

Everything said about biggest spenders on GPUs, oldest first

Oct 30, 2025 bullish
Assertion Supported
Top GPU spenders gained 10-point ROIC increase after raising AI CapEx
“Those companies, since they ramped up CapEx, have seen, call it a 10 point increase in their ROICs. So thus far, the ROI on all the spending has been really positive.”
Gavin Baker Oct 30, 2025 ▶ 5:02 "Is there an AI bubble?” Gavin Baker and David George
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