MOE models

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

Everything said about MOE models, oldest first

May 20, 2026 neutral

Insight

Baker: Switched scale-up networks are needed for economical MoE inference

“The Tranium III needs to ramp into production because it has a switch scale up network, which you really need to economically inference MOE models.”

Gavin Baker May 20, 2026 ▶ 43:48 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best

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MOE models

Everything said about MOE models, oldest first

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