Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race
Decoder Host
First, let's zoom out a bit for some context on how the AI industry got to where it is today and why DeepSeek has proven to be so disruptive to what everyone thought they knew. Since the release of ChatGPT in 2022, AI executives have been clamoring nonstop about the need for more compute, specifically the need for more NVIDIA GPUs.
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