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orbital compute

2 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 orbital compute, oldest first

May 20, 2026 bullish
Prediction Not checkable as stated
Orbital Compute Will Solve AI Power Shortages Starting in 2027
“The Watts shortage will probably begin to alleviate 27, 28, and then I think orbital compute will really solve that.”
Gavin Baker May 20, 2026 ▶ 15:59 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
May 20, 2026 neutral
Prediction Not checkable as stated
Baker: AI training will remain terrestrial while orbital compute handles inference
“Inference, I think, is very sensible for orbital compute. Training will be done on Earth for a long time.”
Gavin Baker May 20, 2026 ▶ 21:04 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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