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

6949.751 - 6970.445 Nathan Lambert

Like BYD is probably going to be the first company in the world to not have to use TSMC for making, because they have their own FAPs, right, for making chips. Now, they still have to buy some chips from foreign, for example, like around like self-driving ADAS capabilities, because those are really high end. But at least like, you know, like an internal combustion engine has 40 chips and an EVE