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The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own.

Drawn from what Dylan Patel said

SubjectsChinaAmericasemiconductors
What this subject means

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

What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    One is ByteDance, arguably is the largest smuggler of GPUs for China. China's not supposed to have GPUs. ByteDance has over 500,000 GPUs. Why? Because they're all rented from companies around the world.

    Where this was said

    Watch from 3:19:47 plays here

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

    3 Feb 2025 · video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 28th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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