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Nathan Lambert

What Nathan Lambert thinks about semiconductors

@nathan-lambert · 55 positions · On ppll ↗

Machine-learning researcher on open language models; writes the Interconnects newsletter and the RLHF Book, after leading post-training at Ai2.

Nathan Lambert did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

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Only Nathan Lambert on semiconductors. See everyone on semiconductors

2 dated positions, 2025, in their own words. Our reading of what Nathan Lambert has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

  1. Our readingExport controls cannot stop China from training frontier models; what they can do is cap how much AI China gets to run.

    Chinaquantum mechanics

    Their wordsThere's not many worlds where China cannot train AI models. I think export controls are decapping the amount of compute or the density of compute that China can have.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 6th of 44 in this recording

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

    Their wordsThe 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.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 27th of 44 in this recording