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Gavin Baker: Financing rates for GPUs and ASICs affect demand over time

Gavin Baker: Financing rates for GPUs and ASICs affect demand over time
Chip financing rates influence demand outlook

Gavin Baker, CIO at Atreides Management, notes that the interest rates at which GPUs and ASICs can be financed, depending on their expected useful life, will have real implications for demand.

He suggests this dynamic could significantly benefit the major GPU producer known for its green branding in the long term.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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