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№ 0005
What The Best AI Investors Are Buying Right Now
Gavin Baker, a 20-year veteran investor in AI companies like Nvidia and Cerebras, argues that the biggest returns in AI lie in electricity, power, and silicon fabrication rather than SaaS or chatbots. His fund, TradeDesk Management, has invested $4.1 billion and holds significant positions in companies like Astera Labs and Micron, highlighting his focus on AI infrastructure bottlenecks.