Gavin Baker: NVIDIA is becoming the "central bank of AI"
VibeMarketer_ · x · 2026-08-16
Gavin Baker discusses the financing constraints limiting AI infrastructure expansion. Citing Elon Musk's plan to add 6-8GW of power costing $300-400B, he notes NVIDIA is lining up banks and PE to lend against expected GPU cash flows, positioning itself as the "central bank of AI."
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