Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
And you could keep going down the list. All these companies built their own chips. Slowly, they kept falling like flies. And that's because of what TSMC did, right? They created the foundry business model, which is, I'm not going to design any chips. I'm just going to contract manufacturer chips for other people. And one of their early customers is NVIDIA, right?
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