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

Lex Fridman Podcast

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DeepSeek's Serving Capacity Issues

  • DeepSeek's language model is facing serving capacity limitations, causing registration delays and slow response times.
  • The lack of GPUs for serving, despite model efficiency, has led to declining app store downloads.
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