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

6430.393 - 6449.037 Nathan Lambert

You have more companies than ever designing chips, but you have fewer companies than ever manufacturing them, right? And this is where TSMC comes in is they've just been the best, right? They are so good at it, right? They're customer focused. They make it easy for you to fabricate your chips. They take all of that complexity and like kind of try and abstract a lot of it away from you.