Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
And there's been so many different narratives that have been trying to push down NVIDIA. I don't say push down NVIDIA stock. Everyone is looking for a reason to sell or to be worried, right? You know, it was Blackwell delays, right? Their GPU, you know, there's a lot of report. Every two weeks, there's a new report about their GPUs being delayed. There's...
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