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

12581.013 - 12600.866 Nathan Lambert

I think there's a few angles of smuggling here, right? One is ByteDance arguably is the largest smuggler of GPUs for China, right? China's not supposed to have GPUs. ByteDance has like over 500,000 GPUs. Why? Because they're all rented from companies around the world. They rent from Oracle. They rent from Google. They rent from all these mass and a bunch of smaller cloud companies too, right?