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

5735.461 - 5757.388 Nathan Lambert

Extreme ultraviolet lithography. To set context on the chips, right, what Nathan's referring to is in 2020, Huawei released their Ascend 910 chip, which was an AI chip, first one on 7 nanometer before Google did, before NVIDIA did. And they submitted it to the MLPerf benchmark, which is sort of a industry standard for machine learning performance benchmark. And it did quite well.