Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
All the Neo clouds, right? Of the world. They rent so, so many GPUs. They also buy a bunch, right? And they do this for mostly like what Meta does, right? Serving TikTok, right? Next best discussion. And Trump admin looks like they're going to keep them, which limits like allies, even like Singapore, which Singapore is like 20% of NVIDIA's 20, 30% of NVIDIA's revenue.
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