Compute Providers

topic on 1 show · 1 statements across 1 episodes

BG2 Pod

1 statements about Compute Providers, every show

BG2 Insight
Baker: Open-Source AI Growth Directly Benefits Hardware and Compute Providers
“It's actually really bullish for compute and hardware, because if the frontier models are capturing less of the margin, then you're gonna spend more on compute. So the better open source does, the better it is for compute providers.”
Gavin Baker Jun 11, 2026 ▶ 53:55 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

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