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

15289.921 - 15313.051 Nathan Lambert

Technically TPU sits under infrastructure, which sits under Google Cloud, but like Google Cloud, like for like renting stuff and TPU architecture are very different goals, right? In hardware and software, like all of this, right? Like the Jaxx XLA teams do not serve Google's customers externally. Whereas NVIDIA's various CUDA teams for like things like Nickel serve external customers, right?