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

13572.569 - 13591.089 Nathan Lambert

Yeah. So I think the thing that's like really important about these mega cluster build outs is they're completely unprecedented in scale. Right. U.S., you know, sort of like data center power consumption has been slowly on the rise and it's gone up to two, three percent even through the cloud computing revolution. Right. Data center consumption as a percentage of total U.S.,