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

15431.646 - 15451.767 Nathan Lambert

Also, a lot of the silicon they've engineered makes them have a lower cost structure in traditional cloud storage, CPU, networking, that kind of stuff than... in databases, right? Like the, you know, I think like four of Amazon's top five revenue products, uh, margin products are like gross profit products or all database related products like redshift and like all these things, right?