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.”
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.”