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

Lex Fridman Podcast

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TSMC's Foundry Model

  • TSMC's foundry model, focusing solely on manufacturing, allows for specialization and economies of scale.
  • This model has led to a decline in companies building their own fabs due to rising costs.
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