Learn more about portfolio manager Gavin Baker. Below is a list of editorials, press coverage, print articles, etc.
Gavin Baker Press
Atreides managing partner and CIO Gavin Baker is joining Celero’s board
Celero Communications has raised $275 million in a new funding round led by CapitalG, Atreides Management and Valor Equity Partners, putting the AI chip startup’s valuation above $3 billion. Gavin Baker of Atreides Management is also joining Celero’s board as the company expands its technology for AI infrastructure.
Gavin Baker: AI data centers ‘the best thing that has happened to working-class Americans’
Investor Gavin Baker said AI data centers are creating well-paid jobs and helping revive smaller US communities. Despite concerns over energy and water use, he believes the industry is having a positive economic impact and needs to do a better job communicating those benefits.
Read more on Business Insider
Gavin Baker: AI’s Biggest Risk May Be Underinvestment, Not Overcapacity
Technology investor Gavin Baker argues that rapidly growing AI demand could lead to a severe shortage of computing capacity rather than the oversupply many investors fear.
Gavin Baker on Starship Orbital AI
Gavin Baker outlines how Starship and orbital AI infrastructure could drive SpaceX toward a potential $20 trillion valuation.
Tech Investor Gavin Baker: AI Compute Could Face Severe Shortage, Token Costs May Rise 10x
Gavin Baker says that constrained AI compute supply could push access costs significantly higher as adoption expands.
Elon Musk Reacts as Gavin Baker Highlights AI’s Rising Demand
Atreides CIO Gavin Baker says the rapid growth of AI is driving a huge increase in demand for computing power, drawing attention from Elon Musk. His comments highlight how access to computing resources is becoming increasingly important as companies race to capitalize on AI.
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Gavin Baker: Investors have been too quick to judge Big Tech’s AI spending
Gavin Baker Says Anthropic’s $2 Trillion IPO Is a Sandbag — the Stock Could Trade to $3 Trillion
Read more at BigGo Finanace