Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
PCs and data center CPUs, yeah. But data center CPUs are all going cloud. And Amazon, Microsoft, Google are making ARM-based CPUs. And then PC side, AMD's gained market share. NVIDIA's launching a chip. That's not going to be a success, right? MediaTek, Qualcomm have relaunched chips. Apple's doing well, right? Like they could get squeezed a little bit in PC.
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