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

Lex Fridman Podcast

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NVIDIA and the DeepSeek Moment

  • NVIDIA's stock drop after the DeepSeek R1 release was likely due to market concerns about reduced AI spending.
  • Despite this, the demand for GPUs is rising, with AWS H100 pricing increasing and H200s nearing out-of-stock.
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