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

18465.54 - 18483.944 Nathan Lambert

There's all sorts of stuff on, you know, I think when you look at, if you look at every layer of the compute stack, right, whether it goes from lithography and etch all the way to like fabrication, to like optics, to networking, to power, to transformers, to cooling, to, you know, networking, and you just go on up and up and up and up the stack, you know, even air conditioners for data centers are like innovating.