Current Build Out

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INVEST LIKE THE BEST Assertion Supported

Baker: AI infrastructure build-out is overwhelmingly funded by cash flows, not debt

“One thing I'm really happy about, really good about the current build out is it's still overwhelmingly funded out of operating cash flows, which is a really important fundamental difference versus the year 2000.”

Gavin Baker May 20, 2026 ▶ 23:57 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best

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Current Build Out

1 statements about Current Build Out, every show

Turn any episode into a week of clips.