compute providers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 11, 2026 by Gavin Baker · across every show →
Everything said about compute providers, oldest first
Jun 11, 2026 bullish
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.”