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Gavin Baker: Letter sent to Nvidia board addresses minimum acceptable standards

Gavin Baker: Letter sent to Nvidia board addresses minimum acceptable standards
Nvidia board receives standards letter

A letter was sent to Nvidia's board, marking a first for Atreides Management.

Gavin Baker, chief investment officer at Atreides Management, expressed full agreement with Altcap's view that the letter outlines the minimum acceptable standards.

Baker has previously highlighted Deepseek’s inference revenue, stating it generates $38 per GPU hour off-peak and $100 billion per gigawatt, with rates doubling during peak periods in an earlier analysis. He has also discussed how shifting GPU cluster financing from offtake agreements to prepayments has made OCF to EBITDA the primary metric under review, according to another report. These statements come as Baker continues to comment on industry benchmarks and financing models.

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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