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

15614.29 - 15643.037 Nathan Lambert

Qualcomm's releasing a PC chip and in servers hyperscalers are all making their own ARM based server chips and Intel has no AI silicon like wins right they have very small wins and they never got into mobile because they said no to the iPhone and like all these things have compounded and they've lost their process technology leadership right they were ahead for 20 years and now they're behind by at least a couple years right and they're trying to catch back up and we'll see if like their 18A 14A strategy works out where they try and leapfrog TSMC but like