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

7540.32 - 7568.816 Nathan Lambert

And so this H20 has been neutered in one way, but it's actually upgraded in other ways. And you could think of chips along three axes for AI, ignoring software stack and exact architecture, just raw specifications. There's floating point operations, flops. There is memory bandwidth, i.e. in memory capacity, IO, memory. And then there is interconnect, chip-to-chip interconnections.