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

Lex Fridman Podcast

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OpenAI's Margins

  • OpenAI's inference gross margins are over 75%, a significant factor in the cost difference compared to other providers serving similar models.
  • This high margin helps fund their R&D and future development, as the inference revenue alone doesn't cover all their expenses, including extensive training costs.
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