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

3946.417 - 3973.032 Nathan Lambert

right um and there's some restrictions on it specifically around the communications uh sort of uh speed the interconnect speed right which is why they had to do this crazy sm you know scheduling stuff right so going back to that right looks like this is obviously not true in terms of their total gpu count obvious available gpus but for this training run you think 2000 is the correct number or no so this is where it takes um you know a significant amount of sort of like zoning in right like