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

12804.236 - 12823.389 Nathan Lambert

And you go down the list of clouds, and especially these smaller cloud companies that aren't like the hyperscalers, right? Think beyond Core, even Lambda, even. There's a whole sea. There's 60 different new cloud companies serving NVIDIA GPUs. I think ByteDance is renting a lot of these, right? All over, right? And so these companies... are renting GPUs to Chinese companies.