Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
Now, it could be power generation, power transmission, substations, and all these sorts of transformers and all these things. building the data center. These are all constraints on the US industry's ability to build larger and larger training systems, as well as deploying more and more inference compute.
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