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

4144.071 - 4165.201 Nathan Lambert

Yeah, so there's, you know, Ampere was the A100 and then H100 Hopper, right? People use them synonymously in the US because really there's just H100 and now there's H200, right? But same thing, mostly. In China, there've been different salvos of export restrictions. So initially the US government limited on a two-factor scale, right? Which is chip interconnect versus flops, right?