The Minutes of Gavin Baker on power https://minutesof.com/gavin-baker/on/power/ Everything Gavin Baker has said on power: 13 verbatim quotes between November 2019 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:41 +0000 Baker cites report that SpaceX plans to bring on eight gigawatts of compute in eighteen months, calling it inc https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ “A Substack writer will fund the AI. They think that SpaceX is gonna try and bring on eight gigawatts of compute over the next eighteen months.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 power Baker argues TSMC remains a bottleneck even if orbital data centers solve power shortages. https://minutesof.com/q/0013527c-0b2d-442c-81ee-05978ee5d2a3/ https://minutesof.com/q/0013527c-0b2d-442c-81ee-05978ee5d2a3/ “But even if we solve the shortage of Watts with orbital data centers, the TSM is still a bottleneck. And semi's and semiconductor manufacturing, you have a big advantage if you were ahead.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 power Baker describes orbital compute as Blackwell-sized racks in space with 500-foot solar wings, not giant data ce https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ “It's eight feet high. It's four feet deep, three feet wide. It's racks in space and SpaceX has showed you an illustration and it's a rack.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 power Baker describes orbital compute as Blackwell-sized racks in space with 500-foot solar wings in sun-synchronous https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ “It has these solar wings that are probably 500 feet long on each side. You keep it in a sun synchronous orbit.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 power Baker predicts orbital compute will solve power shortages in five to seven years but wafer shortages will pers https://minutesof.com/q/fed24d72-5469-4f6d-8afa-f09422b9b452/ https://minutesof.com/q/fed24d72-5469-4f6d-8afa-f09422b9b452/ “We're gonna address the watt shortages with orbital compute for sure in the next five to seven years. But the wafer shortage, I think, is going to persist for a long time.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power Baker predicts within seven years we may stop building terrestrial data centers, causing pain for infrastructu https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ “But I can't imagine a day when in the next seven years, when we never build another terrestrial data center. Mhmm.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power Baker predicts terrestrial data center buildout will stop within seven years, causing pain for power and cooli https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ “And the years leading up to that are gonna be very painful for a lot of the companies and the power cooling spaces, you know, these industrial names,” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power Baker explains space offers six times more solar irradiance than Earth due to constant sunlight and intensity. https://minutesof.com/q/e9c6e2e8-9e50-4310-a64c-ff8165e35a68/ https://minutesof.com/q/e9c6e2e8-9e50-4310-a64c-ff8165e35a68/ “You can have the satellite always kind of catching light. The sun is 30% more intense and this results in six times more irradiance” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power Baker explains space data centers get six times more solar irradiance than earth-based facilities. https://minutesof.com/q/16da4440-37d1-4315-8fa2-3cd19228d2de/ https://minutesof.com/q/16da4440-37d1-4315-8fa2-3cd19228d2de/ “The sun is 30% more intense and this results in six times more irradiance in outer space than on planet earth. So you're getting a lot of solar energy.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power Baker explains space offers six times more solar irradiance than Earth for data centers. https://minutesof.com/q/fabe1871-3b4b-4c46-9a61-3d0bbd658281/ https://minutesof.com/q/fabe1871-3b4b-4c46-9a61-3d0bbd658281/ “The sun is 30% more intense and this results in six times more irradiance in outer space than on planet earth.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power Baker says only three US locations can provide gigawatt power to data centers at 10x normal cost. https://minutesof.com/q/535090c8-2068-4740-9d62-3f36e9c09c8b/ https://minutesof.com/q/535090c8-2068-4740-9d62-3f36e9c09c8b/ “There's only basically three places in The United States today where you can get a gigawatt of power to a single data center that's reliable enough, I.” — Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 power Baker explains Intel's historical advantage of reaching semiconductor nodes first gave them 15-20% embedded ad https://minutesof.com/q/f2d2fad6-7600-4063-962e-2e4712256930/ https://minutesof.com/q/f2d2fad6-7600-4063-962e-2e4712256930/ “Intel for the last, I don't know, fifty years, sixty years always got to the next node in semiconductor manufacturing first.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 power