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

7569.176 - 7591.779 Nathan Lambert

All three of these are incredibly important for... making AI systems, right? Because AI systems involve a lot of compute. They involve a lot of moving memory around, whether it be to memory or to other chips, right? And so these three vectors, the US initially had two of these vectors controlled and one of them not controlled, which was flops and interconnect bandwidth were initially controlled.