Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Lex Fridman
The following is a conversation with Dylan Patel and Nathan Lampert. Dylan runs SemiAnalysis, a well-respected research and analysis company that specializes in semiconductors, GPUs, CPUs, and AI hardware in general. Nathan is a research scientist at the Allen Institute for AI and is the author of the amazing blog on AI called Interconnects.
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