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

6293.732 - 6310.644 Nathan Lambert

Google is not just running on Intel CPUs for web serving. They have a YouTube chip, they have TPUs, they have pixel chips, they have a wide diversity of chips that, you know, generate all the economic value of Google, right? Running, you know, it's running all the services and stuff. And so, and this is just Google and you could go across any company in the industry and it's like this, right?