Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
They were going to make another 2 million of those this year, but they just canceled all the orders a couple of weeks ago. In our view, that's because we think that they think they're going to get restricted. Because why would they cancel all these orders for H20? Because they shipped a million of them last year.
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