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Ampere

other on 3 shows · 0 statements across 0 episodes

Invest Like the Best 3 No Priors Big Technology

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2026 3 mentions in 1 episode

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2 statements about Ampere, every show

INVEST LIKE THE BEST Assertion Not checkable as stated
Baker: Wall Street models hyperscaler Blackwell compute monetizing at Ampere rates
“If you look at the amount of gigawatts that are supposed to come on, and consensus estimates for hyperscalers, they're effectively modeled, and these are gigawatts of Blackwell and Rubin. Rubin being NVIDIA's next chip, Blackwell being the current chip. They a…”
Gavin Baker Aug 4, 2026 ▶ 13:35 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
BIG TECHNOLOGY Assertion Supported
SoftBank required a $15B bridge loan from 21 banks for OpenAI
“SoftBank, to give OpenAI that money, And to buy Ampere for, I think, six billion or something, they had to get a one-year, fifteen billion dollar convert, convertible bridge loan, even. And it, they had to go to 21 banks.”
Ed Zitron Jul 23, 2025 ▶ 1:14:12 Are AI's Economics Unsustainable? — With Ed Zitron

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