AI GPU infrastructure

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 29, 2025 by Gavin Baker · across every show →

Everything said about AI GPU infrastructure, oldest first

Mar 29, 2025 bullish
Assertion Not checkable as stated
Baker: Global AI GPU infrastructure is not overbuilt yet
“So we're definitely not overbuilt yet.”
Gavin Baker Mar 29, 2025 ▶ 11:08 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
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