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

Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for listening ❤ Check o