Nathan Lambert

Talent is not really something that's constraining, right? China arguably has more talent, right? More STEM graduates, more programmers. The US can draw upon the world's people, which it does. There's tons of foreigners in the AI industry.

Talent is not really something that's constraining, right? China arguably has more talent, right? More STEM graduates, more programmers. The US can draw upon the world's people, which it does. There's tons of foreigners in the AI industry.

Yeah. I mean, many of them are Chinese people who are moving to America, right? And that's great. That's There's that talent is one aspect, but I don't think that's one that is a measurable advantage for the US or not.

Yeah. I mean, many of them are Chinese people who are moving to America, right? And that's great. That's There's that talent is one aspect, but I don't think that's one that is a measurable advantage for the US or not.

Yeah. I mean, many of them are Chinese people who are moving to America, right? And that's great. That's There's that talent is one aspect, but I don't think that's one that is a measurable advantage for the US or not.

It truly is just whether or not compute right now, even on the compute side, when we look at chips versus data centers, right, China has the unprecedented ability to build ridiculous sums of power.

It truly is just whether or not compute right now, even on the compute side, when we look at chips versus data centers, right, China has the unprecedented ability to build ridiculous sums of power.

It truly is just whether or not compute right now, even on the compute side, when we look at chips versus data centers, right, China has the unprecedented ability to build ridiculous sums of power.

clockwork right they're always building more and more power they've got steel mills that that like individually are the size of the entire u.s industry right and they've got aluminum mills that consume gigawatts and gigawatts of power right and when we talk about what's the biggest data center right opening i made this huge thing about stargate their announcement there that's not that's like once it's fully built out in a few years it'll be two gigawatts right of power

clockwork right they're always building more and more power they've got steel mills that that like individually are the size of the entire u.s industry right and they've got aluminum mills that consume gigawatts and gigawatts of power right and when we talk about what's the biggest data center right opening i made this huge thing about stargate their announcement there that's not that's like once it's fully built out in a few years it'll be two gigawatts right of power

clockwork right they're always building more and more power they've got steel mills that that like individually are the size of the entire u.s industry right and they've got aluminum mills that consume gigawatts and gigawatts of power right and when we talk about what's the biggest data center right opening i made this huge thing about stargate their announcement there that's not that's like once it's fully built out in a few years it'll be two gigawatts right of power

And this is still smaller than the largest industrial facilities in China. China, if they wanted to build the largest data center in the world, if they had access to the chips, could. So it's just a question of when, not if.

And this is still smaller than the largest industrial facilities in China. China, if they wanted to build the largest data center in the world, if they had access to the chips, could. So it's just a question of when, not if.

And this is still smaller than the largest industrial facilities in China. China, if they wanted to build the largest data center in the world, if they had access to the chips, could. So it's just a question of when, not if.

Chips are a little bit more specialized. I'm specifically referring to the data centers. Chips, fabs take huge amounts of power. Don't get me wrong. That's not necessarily the gating factor there. The gating factor on how fast people can build the largest clusters today in the US is power.

Chips are a little bit more specialized. I'm specifically referring to the data centers. Chips, fabs take huge amounts of power. Don't get me wrong. That's not necessarily the gating factor there. The gating factor on how fast people can build the largest clusters today in the US is power.

Chips are a little bit more specialized. I'm specifically referring to the data centers. Chips, fabs take huge amounts of power. Don't get me wrong. That's not necessarily the gating factor there. The gating factor on how fast people can build the largest clusters today in the US is power.

Now, it could be power generation, power transmission, substations, and all these sorts of transformers and all these things. building the data center. These are all constraints on the US industry's ability to build larger and larger training systems, as well as deploying more and more inference compute.

Now, it could be power generation, power transmission, substations, and all these sorts of transformers and all these things. building the data center. These are all constraints on the US industry's ability to build larger and larger training systems, as well as deploying more and more inference compute.

Now, it could be power generation, power transmission, substations, and all these sorts of transformers and all these things. building the data center. These are all constraints on the US industry's ability to build larger and larger training systems, as well as deploying more and more inference compute.