Baker: Annual AI inference revenue will finish the year well over $200B
Gavin Baker · The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod · Jun 11, 2026 · at 1:05:28
Gavin Baker argues against skeptical views on AI CapEx ROI, estimating that current inference revenues are accelerating rapidly.
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“I think we end this year well over two hundred billion in inference revenue, well over.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
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