Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
So it's not like otherworldly. But I agree, right? Nathan's point is like, Hey, you can't smuggle up $10 billion of GPUs. And then the third sort of source, which is just now banned, which wasn't considered smuggling, but is China is renting, I believe from our research, Oracle's biggest GPU customer is ByteDance. And for Google, I think it's their second biggest customer.
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