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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

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

Interesting
A private bookmark. Not a position, and never counted.

What Dylan Patel actually said

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

  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

    video · 5h 06m · spoken · official transcript

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Added to korrents 3 Feb 2025 · How quotes work · Something wrong? Tell us

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