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

14151.316 - 14170.602 Nathan Lambert

Because the grid is so slow to build and the demand for power and the ability to build power and re-ramping on a natural gas plant or even a coal plant is easy enough to do. But transmitting the power is really hard. So in some parts of the US, like in Virginia, it costs more to transmit power than it costs to generate it. There's all sorts of second order effects that are insane here.