Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 26 Feb 2026 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 3 thin 26 Feb 2026 – 25 Aug 2026 +0 d
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Gavin Baker
2
thin
20 May 2026 – 4 Aug 2026
+83 d
The chronologysourced and dated, oldest first
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Dylan Patel
Patel predicts Google and Amazon will take on debt for AI infrastructure following Meta's example.
“Google and Amazon haven't taken on debt yet for AI infrastructure, but they will. Right?”
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Gavin Baker
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.”
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Gavin Baker
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.”
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Dylan Patel
Patel questions where $3-4 trillion in CapEx will come from for 2028 AI infrastructure buildout.
“So if you're at 3 or $4,000,000,000,000 of CapEx, where does all this cash come from?”
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Dylan Patel
Patel argues hyperscalers would pay 8% interest rates versus current 5-6% given AI compute returns.
“Meta's raised at, like, 5% to 6%. I don't see why they wouldn't pay 8% Because they would happily pay 8% because the return from the compute that they're going to build is humongous.”
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