Baker suggests memory companies should copy NVIDIA's credit wrapper model to participate in GPU revenue streams as credit markets revolt.
“Which is? I would be going to the buyers of GPUs, tradiums, and whoever and say, I'll participate in the NVIDIA credit wrapper.”
Baker predicts disaggregation extends GPU lives to 10-15 years, lowering financing costs and saving private credit.
“This is going to be really good for the whole private credit industry. It's going to help finance the AI build out.”