Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
Oracle's got the money. And then there's MGX, which is the UAE fund, which technically has $1.5 trillion for investing in AI. But again, I don't know how real that money is. And whereas there is no ink signed for this, SoftBank does not have $25 billion of cash. They have to sell down their stake in ARM. which is the leader in CPUs, and they IPO'd it.
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