Baker: NVIDIA can become a top cloud computing company faster than expected
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 58:31
Gavin Baker analyzes NVIDIA's strategic option to compete directly with cloud hyperscalers using neocloud partnerships and proprietary models.
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“I think Nvidia can join the frontier and become one of the world's largest cloud computing companies. Much faster than people think.”
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