Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
NVIDIA is the only semiconductor company that's doing more than a billion dollars of revenue that was started in the era of Foundry, right? Every other company started before then and at some point had fabs. which is actually incredible, right? You know, like AMD and Intel and Broadcom. Such a great fact.
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