fiber

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →

Everything said about fiber, oldest first

May 20, 2026 bullish
Assertion Not checkable as stated
Baker: Every GPU runs at 100% utilization versus 99% unutilized fiber in 2000
“Every GPU is running at a hundred percent utilization when 99% of fiber was unutilized.”
Gavin Baker May 20, 2026 ▶ 24:09 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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