Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
And this is sort of where this dichotomy exists of who's actually modifying the process, who's actually developing the next generation one, who's improving them, is Hsinchu, is Hillsborough, is Pyongyang, right? It is not the rest of these fabs like Arizona, right? Arizona is a paperweight. If Hsinchu disappeared off the face of the planet, within a year, couple years,
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