Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
Like, you know, they're going all over Southeast Asia, probably India as well, right? Like there's stuff routing, but like the diffusion rules are very de facto. Like you can only buy this many GPUs from this country. And you can only rent a cluster this large to companies that are Chinese, right? Like they're very explicit on trying to stop smuggling, right?
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