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

18040.065 - 18057.35 Nathan Lambert

Um, and so they're, they're not, you know, completely ignoring that, but there is, there is the number of a hundred billion dollars that they say is for phase one, uh, which I do think will happen. They don't even have the money for that. Um, furthermore, it's not a hundred billion dollars. It's $50 billion of spend, right. And then like $50 billion of operational cost, power, et cetera. Um,