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

Lex Fridman Podcast

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H200 for Reasoning

  • The H200 chip, while restricted in flops, has enhanced memory bandwidth and capacity, making it suitable for reasoning tasks.
  • Reasoning tasks benefit from larger memory capacity due to increased KV cache usage.
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