Memory agreements likely durable and Nvidia could gain cloud revenue, Gavin Baker suggests

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Ashutosh Sureka

04.08.2026

Memory agreements likely durable and Nvidia could gain cloud revenue, Gavin Baker suggests — Memory contracts durable, Nvidia eyes cloud

Gavin Baker, CIO at Atreides Management, suggests that game theory supports the durability of memory long-term agreements, indicating these contracts could have staying power.

He also notes the potential for Nvidia to maintain a significant cloud business by engaging in revenue-sharing models.

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Earlier this year, Baker said that markets were overreacting to hyperscale credit spreads widening, citing strong GPU rental prices. He also commented on SemiAnalysis subscriber presence in South Korea, where KIS reportedly influenced a recent market sell-off. Baker’s previous remarks have focused on market sentiment and sector-specific factors affecting technology and cloud services.

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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