#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

12426.171 - 12449.063 Nathan Lambert

And now it's like, wait, models are getting too, they're progressing too fast. Slow down the progress. Stop spending on GPUs, right? But, you know, the funniest thing I think that like comes out of this is Javon's paradox is true, right? AWS pricing for H100s has gone up over the last couple of weeks, right? Since a little bit after Christmas, since V3 was launched, AWS H100 pricing has gone up.