Gavin Baker
speaker
1,686 appearances
2 recordings
1 series
first heard May 2026
last heard 4 Aug
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
Nothing.
If you need to get land and power, well, they're doing a very good job of playing that chess game and matchmaking.
And then they've rolled out this really clever new business model, which I would describe as kind of like a credit wrapper.
with a revenue share if GPU prices are above a floor.
Yeah.
This could lead to them having a really giant cloud business effectively through royalties really quickly.
And it is another way of kind of alleviating this cash flow mismatch.
Like, hey, we're making all the cash.
This isn't really vendor financing because they're not loading them the money.
Somebody else is loading the GPU buyer the money.
They're still making equity investments, but it's not like you're just putting money into someone.
Some of that money was used to buy your chips, even though NVIDIA said that they write into all their equity investments that the money can't be used to buy NVIDIA chips, but obviously money is fungible.
Funny thing.
Makes no sense.
Yeah.
But, you know, I think at some level it probably makes everybody feel better.
I'd do the exact same thing NVIDIA is doing right now.
Which is?
I would be going to the buyers of GPUs, tradiums, and whoever and saying, I'll participate in the NVIDIA credit wrapper.
Now, their business is just inherently less stable and predictable, but in some way, and maybe they just put up some cash up front.
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