Nathan Lambert
👤 SpeakerAppearances Over Time
Podcast Appearances
And has press releases about them cheering about being China's biggest NVIDIA customer, right? Like, Obviously, they've quieted down, but I think that's another element of it, is that they don't want to say how many GPUs they have. Because, hey, yes, they have H800s. Yes, they have H20s. They also have some H100s, which were smuggled in.
And has press releases about them cheering about being China's biggest NVIDIA customer, right? Like, Obviously, they've quieted down, but I think that's another element of it, is that they don't want to say how many GPUs they have. Because, hey, yes, they have H800s. Yes, they have H20s. They also have some H100s, which were smuggled in.
And has press releases about them cheering about being China's biggest NVIDIA customer, right? Like, Obviously, they've quieted down, but I think that's another element of it, is that they don't want to say how many GPUs they have. Because, hey, yes, they have H800s. Yes, they have H20s. They also have some H100s, which were smuggled in.
I think there's a few angles of smuggling here, right? One is ByteDance arguably is the largest smuggler of GPUs for China, right? China's not supposed to have GPUs. ByteDance has like over 500,000 GPUs. Why? Because they're all rented from companies around the world. They rent from Oracle. They rent from Google. They rent from all these mass and a bunch of smaller cloud companies too, right?
I think there's a few angles of smuggling here, right? One is ByteDance arguably is the largest smuggler of GPUs for China, right? China's not supposed to have GPUs. ByteDance has like over 500,000 GPUs. Why? Because they're all rented from companies around the world. They rent from Oracle. They rent from Google. They rent from all these mass and a bunch of smaller cloud companies too, right?
I think there's a few angles of smuggling here, right? One is ByteDance arguably is the largest smuggler of GPUs for China, right? China's not supposed to have GPUs. ByteDance has like over 500,000 GPUs. Why? Because they're all rented from companies around the world. They rent from Oracle. They rent from Google. They rent from all these mass and a bunch of smaller cloud companies too, right?
All the Neo clouds, right? Of the world. They rent so, so many GPUs. They also buy a bunch, right? And they do this for mostly like what Meta does, right? Serving TikTok, right? Next best discussion. And Trump admin looks like they're going to keep them, which limits like allies, even like Singapore, which Singapore is like 20% of NVIDIA's 20, 30% of NVIDIA's revenue.
All the Neo clouds, right? Of the world. They rent so, so many GPUs. They also buy a bunch, right? And they do this for mostly like what Meta does, right? Serving TikTok, right? Next best discussion. And Trump admin looks like they're going to keep them, which limits like allies, even like Singapore, which Singapore is like 20% of NVIDIA's 20, 30% of NVIDIA's revenue.
All the Neo clouds, right? Of the world. They rent so, so many GPUs. They also buy a bunch, right? And they do this for mostly like what Meta does, right? Serving TikTok, right? Next best discussion. And Trump admin looks like they're going to keep them, which limits like allies, even like Singapore, which Singapore is like 20% of NVIDIA's 20, 30% of NVIDIA's revenue.
But Singapore had a mematorium on not building data centers for like 15 years because they don't have enough power. So where are they going? I mean, I'm not claiming they're all going to China, right? But a portion are, you know, many are going to Malaysia, including Microsoft and Oracle have big data centers in Malaysia.
But Singapore had a mematorium on not building data centers for like 15 years because they don't have enough power. So where are they going? I mean, I'm not claiming they're all going to China, right? But a portion are, you know, many are going to Malaysia, including Microsoft and Oracle have big data centers in Malaysia.
But Singapore had a mematorium on not building data centers for like 15 years because they don't have enough power. So where are they going? I mean, I'm not claiming they're all going to China, right? But a portion are, you know, many are going to Malaysia, including Microsoft and Oracle have big data centers in Malaysia.
Like, you know, they're going all over Southeast Asia, probably India as well, right? Like there's stuff routing, but like the diffusion rules are very de facto. Like you can only buy this many GPUs from this country. And you can only rent a cluster this large to companies that are Chinese, right? Like they're very explicit on trying to stop smuggling, right?
Like, you know, they're going all over Southeast Asia, probably India as well, right? Like there's stuff routing, but like the diffusion rules are very de facto. Like you can only buy this many GPUs from this country. And you can only rent a cluster this large to companies that are Chinese, right? Like they're very explicit on trying to stop smuggling, right?
Like, you know, they're going all over Southeast Asia, probably India as well, right? Like there's stuff routing, but like the diffusion rules are very de facto. Like you can only buy this many GPUs from this country. And you can only rent a cluster this large to companies that are Chinese, right? Like they're very explicit on trying to stop smuggling, right?
And a big chunk of it was, hey, let's, you know, random company by 16 servers, ship them to China, right? There's actually, I saw a photo from someone in the semiconductor industry who leads like a
And a big chunk of it was, hey, let's, you know, random company by 16 servers, ship them to China, right? There's actually, I saw a photo from someone in the semiconductor industry who leads like a
And a big chunk of it was, hey, let's, you know, random company by 16 servers, ship them to China, right? There's actually, I saw a photo from someone in the semiconductor industry who leads like a
a team for like networking chips uh that competes with nvidia and he sent a photo of a guy checking into a first class united flight from san francisco to shanghai or shenzhen with a super micro box that was this big which can only contain gpus right and he was booking first class because think about it three to five k for your first class ticket server cost you know 240 000 in the us 250 000 you sell it for 300 000 in china wait you just got a free first class ticket and a
a team for like networking chips uh that competes with nvidia and he sent a photo of a guy checking into a first class united flight from san francisco to shanghai or shenzhen with a super micro box that was this big which can only contain gpus right and he was booking first class because think about it three to five k for your first class ticket server cost you know 240 000 in the us 250 000 you sell it for 300 000 in china wait you just got a free first class ticket and a