#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
February 3, 2025 · 5 h 16 min
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Show notes
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.
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Transcript:
https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript
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EPISODE LINKS:
Dylan’s X: https://x.com/dylan522p
SemiAnalysis: https://semianalysis.com/
Nathan’s X: https://x.com/natolambert
Nathan’s Blog: https://www.interconnects.ai/
Nathan’s Podcast: https://www.interconnects.ai/podcast
Nathan’s Website: https://www.natolambert.com/
Nathan’s YouTube: https://youtube.com/@natolambert
Nathan’s Book: https://rlhfbook.com/
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OUTLINE:
() – Introduction
() – DeepSeek-R1 and DeepSeek-V3
() – Low cost of training
() – DeepSeek compute cluster
() – Export controls on GPUs to China
() – AGI timeline
() – China’s manufacturing capacity
() – Cold war with China
() – TSMC and Taiwan
() – Best GPUs for AI
() – Why DeepSeek is so cheap
() – Espionage
() – Censorship
() – Andrej Karpathy and magic of RL
() – OpenAI o3-mini vs DeepSeek r1
() – NVIDIA
() – GPU smuggling
() – DeepSeek training on OpenAI data
() – AI megaclusters
() – Who wins the race to AGI?
() – AI agents
() – Programming and AI
() – Open source
() – Stargate
() – Future of AI