Investor Predicts AI Spending Surge and Compute Inequality

Gavin Baker predicts corporate AI spending will grow 100x from March to August 2026, doubling monthly, driving compute inequality; he also calls AFFN disaggregation a 'holy grail' networking challenge and highlights agent CPU scheduling and GPU prefill as key to a new compute paradigm.

2026-08-24 ~ 2026-08-24 · 3 related posts

• Gavin Baker: AI spend to grow 100x, highlighting compute inequality in knowledge industries — GavinSBaker · 2026-08-24
• Infrastructure shift: Agent CPU scheduling & GPU prefill define new 'Pareto optimal' — AccBalanced · 2026-08-24
• AFFN disaggregation is the holy grail of inference networking, says Gavin Baker — GavinSBaker · 2026-08-24