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On October 19, 2026, Silicon Valley investor Gavin Baker offered a historical perspective on the AI bubble in an interview, rebutting comparisons between the current AI downturn and the 2000 internet bubble. He said that at the peak of that bubble, 97% of dark fiber in the United States sat idle, whereas today not a single idle top-tier GPU can be found in data centers worldwide. He argued that the telecom crash back then stemmed from capacity far exceeding software demand, while today's compute centers run at high load, with cooling and power supply as the bottlenecks. This judgment currently comes from a single interview report, with no subsequent factual developments yet.
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Gavin Baker: The AI Bubble Analogy Doesn't Hold; No Idle Top-Tier GPUsDevelopments
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Gavin Baker proposes a historical judgment on the AI bubble in an interview
Source:Ayi AI Notes
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Oct 19
AYi AI Notes
Gavin Baker: The AI Bubble Analogy Doesn't Hold; No Idle Top-Tier GPUs
In an interview, Silicon Valley investor Gavin Baker rebutted the analogy comparing the current AI collapse to the 2000 internet bubble: at the peak of that bubble, 97% of dark fiber in the US sat idle, whereas today you can't find a single idle top-tier GPU in data centers worldwide. He believes the telecom crash back then was because capacity far exceeded software demand, while today compute centers run at high load, with the bottleneck being cooling and power supply.