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The Nexus
BUSINESSAug 5 · 15:12 UTCBUSINESS INSIDERTruman Dickerson ([email protected])

Hedge fund manager Gavin Baker says investors have been too quick to judge Big Tech's AI spending

Hedge fund manager Gavin Baker argues investors have prematurely criticized Big Tech's AI infrastructure spending, noting improved cash flow and strong demand. He highlights underpriced compute contracts and rising GPU prices as signs of untapped revenue potential in AI infrastructure.

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Gavin BakerpersonAtreides ManagementorganizationBig TechtopicAItopicMetaorganizationGPUtopiccloud providerstopicInvest Like The Bestorganization
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Hedge fund manager Gavin Baker says investors have been too quick to judge Big Tech's AI spending · The Nexus