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

15331.903 - 15351.94 Nathan Lambert

Google Cloud is third. Microsoft is the second biggest, but Amazon is the biggest, right? Yeah. And Microsoft deceptively sort of includes like Microsoft Office 365 and things like that, like some of these enterprise-wide licenses. So in reality, the gulf is even larger. Microsoft is still second though, right? Amazon is way bigger. Why? Because using AWS is better and easier.