Baker says GPUs got 50x faster while data centers only 4-5x faster, creating investment opportunity in infrastructure.
“GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster.”
Baker explains GPUs got 50x faster while data center infrastructure only got 4-5x faster, causing low utilization.
“GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster. And that is why MFU is so low.”