Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
I think they actually have like many more, like something like 10K of those. And now this H20 is the legally allowed chip, right? NVIDIA shipped a million of these last year to China. For context, it was like four or five million GPUs. So the percentage of GPUs that were this China-specific H20 is quite high, roughly 20%, 25%, 20% or so.
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