Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel
This is what China is investing in. as well. It's like they can build out this long tail fab where the techniques are much more known. You don't have to figure out these problems with EUV. They're investing in this. And then they have large supply for things like the car door handles and the random stuff.
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