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

7502.751 - 7523.107 Nathan Lambert

Yeah, so this goes, and I think we'd have to like, we need to dive really deep into the reasoning aspect and what's going on there. But the H20, you know, the US has gone through multiple iterations of the export controls, right? This H800 was at one point allowed back in 23, but then it got canceled. And by then, you know, DeepSeek had already built their cluster of, they claim 2K.