Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
But that's sort of what basically the investment thesis is. Um, I think only Nvidia is actually making tons of money and other hardware vendors. Um, the hyperscalers are all on paper making money. Uh, but in reality, they're like spending a lot more on purchasing the GPUs, which you don't know if they're still going to make this much money on each GPU in two years. Right.
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