Baker says he would take the over on every AI capex and demand number given by other speakers.
“And I would just say, I take the over on every number that they gave. Every single number. As what I think, you know, they're conservative guys.”
Baker takes the over on every AI capex and memory forecast number given by other speakers at the conference.
“And I would just say, I take the over on every number that they gave. Every single number.”