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

4359.952 - 4378.139 Dylan Patel

So on the training side, DeepSeek v3 is a great example, which you have a very focused team that can still get to the frontier of AI. This 2,000 GPUs is not that hard to get, all considering in the world. They're still going to have those GPUs. They're still going to be able to train models. But if there's going to be a huge market for AI, if you have strong export controls and you