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The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it.

Drawn from what Nathan Lambert said

Subjectsemiconductors

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

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What Nathan Lambert actually said

Word for word, with the source under each one. They did not write this page.

  1. Nathan Lambert

    Research scientist at the Allen Institute for AI

    The more progress that AI makes or the higher the derivative of AI progress is, especially because NVIDIA's in the best place, the higher the derivative is, the sooner the market's going to be bigger and expanding and NVIDIA's the only one that does everything reliably right now.

    Where this was said

    Watch from 3:18:53 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    video · 5h 06m · spoken · official transcript

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