#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
February 3, 2025
5 hr 16 min
459
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460 of 498
Episode 459 · February 3, 2025
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
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Sebastian Raschka Episodes Around February 3, 2025
Episode 460 of 498 — walk the feed in the order it was published.
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Summary
<p>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.<br />
Thank you for listening ❤ Check out our sponsors: <a href="https://lexfridman.com/sponsors/ep459-sc">https://lexfridman.com/sponsors/ep459-sc</a><br />
See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.</p>
<p><b>Transcript:</b><br />
<a href="https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript">https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript</a></p>
<p><b>CONTACT LEX:</b><br />
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<b>Other</b> – other ways to get in touch: <a href="https://lexfridman.com/contact">https://lexfridman.com/contact</a></p>
<p><b>EPISODE LINKS:</b><br />
Dylan’s X: <a href="https://x.com/dylan522p">https://x.com/dylan522p</a><br />
SemiAnalysis: <a href="https://semianalysis.com/">https://semianalysis.com/</a><br />
Nathan’s X: <a href="https://x.com/natolambert">https://x.com/natolambert</a><br />
Nathan’s Blog: <a href="https://www.interconnects.ai/">https://www.interconnects.ai/</a><br />
Nathan’s Podcast: <a href="https://www.interconnects.ai/podcast">https://www.interconnects.ai/podcast</a><br />
Nathan’s Website: <a href="https://www.natolambert.com/">https://www.natolambert.com/</a><br />
Nathan’s YouTube: <a href="https://youtube.com/@natolambert">https://youtube.com/@natolambert</a><br />
Nathan’s Book: <a href="https://rlhfbook.com/">https://rlhfbook.com/</a></p>
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