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Invest Like The Best

Coverage of Invest Like The Best in the Nexus archive.

Earliest in view: Aug 5 · 15:12 UTCMost recent: Aug 5 · 15:12 UTC

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BUSINESSAug 5 · 15:12 UTCBUSINESS INSIDER
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.