Gavin Baker Backs AI Data Centers, Winning Jensen Huang’s Support

Investor Gavin Baker has reversed his previously negative stance on AI data centers, arguing that concerns over electricity, water use and environmental impact are increasingly being addressed. He now sees the facilities as critical infrastructure for expanding artificial-intelligence computing, while also providing local governments with tax revenue and creating jobs across construction, electrical work, engineering and long-term operations.

Baker’s recent endorsement drew strong support from NVIDIA Chief Executive Jensen Huang, who said surging AI demand is powering a new industrial revolution and driving the rebuilding of electricity grids. Their alignment marks a shift in the data-center debate: rather than focusing solely on pressure on local resources, supporters are emphasizing potential gains in infrastructure investment, employment and regional economic development.