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Fab

also referred to as: fabs

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about Fab, oldest first

Dec 9, 2025 bullish
Prediction Open · timeframe Dec 2030
Severe compute shortages will eventually force the industry to fill Intel's fabs
“Intel has all these empty fabs, and eventually, Given the shortages we have of compute, those fabs are going to be filled.”
Gavin Baker Dec 9, 2025 ▶ 1:00:20 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Aug 18, 2026 bearish
Insight
Thompson: US dependence on China cannot be fixed outside conflict
“I think there's a little bit of magical thinking, which I just invoked in terms of manufacturing and whether it be fabs, whether that be actuators, like all these sort of precursors, like the, I think the degree to which we are dependent on China is underappre…”
Ben Thompson Aug 18, 2026 ▶ 2:08 What Happens When the AI Boom Runs Out of Money · Invest Like The Best
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