Dark Fiber

topic on 2 shows · 2 statements across 2 episodes

2 statements about Dark Fiber, every show

a16z Assertion Not checkable as stated

Baker: Unlike 2000 dark fiber, no dark GPUs exist today

“At the peak of the bubble, 97% of the fiber that had been laid In America was dark. Contrast that with today. There are no dark GPUs.”

Gavin Baker Oct 30, 2025 ▶ 4:32 "Is there an AI bubble?” Gavin Baker and David George

BG2 Opinion

Gerstner: Fears of an Impending Nvidia Chip Glut Are Inaccurate

“So everybody's just the wall of worry around NVIDIA is when does the glut come? We've pulled forward all this training demand. It's dark fiber like in the year 2000. I think those things are not accurate.”

Brad Gerstner Feb 22, 2024 ▶ 9:52 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod

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Dark Fiber

2 statements about Dark Fiber, every show

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