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Lex Fridman Podcast

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

14216.784 - 14235.995 Nathan Lambert

Because data center power is like this, right? You're telling me I'm going to buy tens of billions of dollars of GPUs and idle them because the power is not being generated? Power is cheap, right? If you look at the cost of a cluster, less than 20% of it is power, right? Most of it is the capital cost and depreciation of the GPUs, right? And so it's like, well, screw it.

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