Baker: Musk's Infrastructure Became the Fourth-Largest AI Hyperscaler
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 18:37
Gavin Baker, Managing Partner and CIO at Atreides Management, analyzes the rapid ascent of Elon Musk's AI compute and data center capacity.
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“In 30 days, we went from not being an AI hyperscaler to being number four, and we passed a lot of companies, including Oracle.”
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