Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
Sure. So historically, supply chain was companies would build their own chips. It would be a company started. They'd build their own chips. And then they'd design the chip and build the chip and sell it. Over time, this became really difficult because the cost of building a fab continues to compound. every single generation.
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