Industry Analysis • Market Execution • Demand Generation
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OrionX.net Podcasts
Industry Analysis • Market Execution • Demand Generation
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Supercomputing technologies and the applications, markets, and policies that shape them. Every episode is featured on InsideHPC.com and posted on OrionX.net. Use the comments section or tweet us with any questions or propose topics of discussion.
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Big Ideas. Simplified. Join the OrionX team and guests in lively discussions of trends and products that can impact your investment decisions and change the technology options you consider.
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Analyst roundtable covering AI, HPC, Cloud, Quantum, Crypto, Fusion with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Dessert vs Forest company culture, Nvidia, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legi…
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– Nvidia Earnings – US Senators react to Nvidia’s plans for facility in China – New compliant chips for China by Nvidia and AMD – Trade restrictions reach EDA software – Vertical integration reaches China: Sugon-Hygon merger – AMD-Sanmina split ZT Systems – DOE NERSC’s “Doudna” supercomputer – UK-EU dial up supercomputer re-collaboration OrionX Edi…
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Analyst roundtable covering AI, HPC, Cloud, Quantum, Crypto, Fusion with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Dessert vs Forest company culture, Nvidia, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legi…
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– Nvidia Earnings – US Senators react to Nvidia’s plans for facility in China – New compliant chips for China by Nvidia and AMD – Trade restrictions reach EDA software – Vertical integration reaches China: Sugon-Hygon merger – AMD-Sanmina split ZT Systems – DOE NERSC’s “Doudna” supercomputer – UK-EU dial up supercomputer re-collaboration OrionX Edi…
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– Nvidia Earnings – US Senators react to Nvidia’s plans for facility in China – New compliant chips for China by Nvidia and AMD – Trade restrictions reach EDA software – Vertical integration reaches China: Sugon-Hygon merger – AMD-Sanmina split ZT Systems – DOE NERSC’s “Doudna” supercomputer – UK-EU dial up supercomputer re-collaboration The post H…
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– Big AI in hot pursuit of AGI and SI – Stargate plans for US center with 400K GPUs, other sites in Mid-East and Asia – Would Nvidia invest in PsiQuantum? – Photonic and silicon-based Quantum Computing line up – D-Wave rolls out new Advantage 2 – RISC-V turns 15, positions itself “as a pillar of digital sovereignty on the world stage” – ISC25 June …
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– Big AI in hot pursuit of AGI and SI – Stargate plans for US center with 400K GPUs, other sites in Mid-East and Asia – Would Nvidia invest in PsiQuantum? – Photonic and silicon-based Quantum Computing line up – D-Wave rolls out new Advantage 2 – RISC-V turns 15, positions itself “as a pillar of digital sovereignty on the world stage” – ISC25 June …
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– Big AI in hot pursuit of AGI and SI – Stargate plans for US center with 400K GPUs, other sites in Mid-East and Asia – Would Nvidia invest in PsiQuantum? – Photonic and silicon-based Quantum Computing line up – D-Wave rolls out new Advantage 2 – RISC-V turns 15, positions itself “as a pillar of digital sovereignty on the world stage” – ISC25 June …
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– Meetings, Decisions, Intuition – Apple, Steve Jobs, Mike Markkula – Daniel Kahneman, Thinking Fast and Thinking Slow – Sam’s Club Grab and Go, Costco The post Mktg_Podcast-52: Decisions, Intuition appeared first on OrionX.net.By OrionX Editorial Team
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– Computex 2025 – NVLink Fusion, DGX Cloud Lepton – Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro – Jack Dongarra, US Leadership in HPC – Matrix Algebra, 64 bit precision – Chiplet Alliance, UCIe consortium – “Motherchip” vs. Motherboard OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News…
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– Computex 2025 – NVLink Fusion, DGX Cloud Lepton – Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro – Jack Dongarra, US Leadership in HPC – Matrix Algebra, 64 bit precision – Chiplet Alliance, UCIe consortium – “Motherchip” vs. Motherboard OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News…
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– Computex 2025 – NVLink Fusion, DGX Cloud Lepton – Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro – Jack Dongarra, US Leadership in HPC – Matrix Algebra, 64 bit precision – Chiplet Alliance, UCIe consortium – “Motherchip” vs. Motherboard The post HPC News Bytes – 20250519 appeared first on OrionX.net.…
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– SMIC, China’s Semiconductor Industry – Cisco in quantum networking, quantum scale-out – HPSF.io open source HPC stack – The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250512 app…
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– SMIC, China’s Semiconductor Industry – Cisco in quantum networking, quantum scale-out – HPSF.io open source HPC stack – The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250512 app…
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– SMIC, China’s Semiconductor Industry – Cisco in quantum networking, quantum scale-out – HPSF.io open source HPC stack – The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists The post HPC News Bytes – 20250512 appeared first on OrionX.net.By OrionX Editorial Team
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– Three layers of an org chart – Search-SEO, AI-AIO, AIAIO?! – AI vs Humans The post Mktg_Podcast-51: Org Charts, AIAIO (SEO) appeared first on OrionX.net.By OrionX Editorial Team
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– Japan’s Rapidus 2nm chips – McKinsey’s $7T datacenter forecast – Nvidia, trade restrictions, national competitiveness – Geoffrey Hinton’s AI warning OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250505 appeared first on OrionX.net.By OrionX.net
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– Japan’s Rapidus 2nm chips – McKinsey’s $7T datacenter forecast – Nvidia, trade restrictions, national competitiveness – Geoffrey Hinton’s AI warning The post HPC News Bytes – 20250505 appeared first on OrionX.net.By OrionX Editorial Team
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– Japan’s Rapidus 2nm chips – McKinsey’s $7T datacenter forecast – Nvidia, trade restrictions, national competitiveness – Geoffrey Hinton’s AI warning OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250505 appeared first on OrionX.net.By OrionX Editorial Team
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Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon …
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Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon …
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– Salishan Conferenc – HPC-AI Divergenece – FugakuNext Zettascale? – TSMC A14 Fab, Intel 18A Fab – AmKor CoWoS Packaging Arizona – Intel Earnings, AI strategy OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250428 appeared first on OrionX.net.…
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– Salishan Conferenc – HPC-AI Divergenece – FugakuNext Zettascale? – TSMC A14 Fab, Intel 18A Fab – AmKor CoWoS Packaging Arizona – Intel Earnings, AI strategy The post HPC News Bytes – 20250428 appeared first on OrionX.net.By OrionX Editorial Team
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– Salishan Conferenc – HPC-AI Divergenece – FugakuNext Zettascale? – TSMC A14 Fab, Intel 18A Fab – AmKor CoWoS Packaging Arizona – Intel Earnings, AI strategy OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250428 appeared first on OrionX.net.…
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– This week in GPU geopolitics – Intel and Silverlake in Altera FPGA deal – Storage is what’s next as investment soars – 2nm chips are coming to Taiwan and Arizona The post HPC News Bytes – 20250421 appeared first on OrionX.net.By OrionX Editorial Team
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– This week in GPU geopolitics – Intel and Silverlake in Altera FPGA deal – Storage is what’s next as investment soars – 2nm chips are coming to Taiwan and Arizona OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250421 appeared first on OrionX.net.…
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– This week in GPU geopolitics – Intel and Silverlake in Altera FPGA deal – Storage is what’s next as investment soars – 2nm chips are coming to Taiwan and Arizona OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250421 appeared first on OrionX.net.…
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– Argonne’s nuclear reactor digital twin helps monitor, manage, train – An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP) – TSMC may face US$1B penalty – Chinese AI players order $16B of Nvidia H20s – Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B …
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– Argonne’s nuclear reactor digital twin helps monitor, manage, train – An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP) – TSMC may face US$1B penalty – Chinese AI players order $16B of Nvidia H20s – Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B …
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– Argonne’s nuclear reactor digital twin helps monitor, manage, train – An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP) – TSMC may face US$1B penalty – Chinese AI players order $16B of Nvidia H20s – Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B …
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Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China. The post Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27 appeared first on OrionX.net.…
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Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China. OrionX Editorial Team The OrionX editorial team manages the content on this website. The post Analyst Roundta…
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– US Tariffs and Technology Sector – Intel-TSMC Joint Venture? – DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus – Sandia National Lab to test laser-based photonic cooling via Maxwell Labs – 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs – Lightmatter 3D co-packaged optics The post HPC News Bytes – 20250407 appeared first …
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– US Tariffs and Technology Sector – Intel-TSMC Joint Venture? – DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus – Sandia National Lab to test laser-based photonic cooling via Maxwell Labs – 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs – Lightmatter 3D co-packaged optics OrionX Editorial Team The OrionX editorial team ma…
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– US Tariffs and Technology Sector – Intel-TSMC Joint Venture? – DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus – Sandia National Lab to test laser-based photonic cooling via Maxwell Labs – 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs – Lightmatter 3D co-packaged optics OrionX Editorial Team The OrionX editorial team ma…
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– AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud – ASML to open repair hub in China – EuroHPC-JU’s CINECA selects 140-Qubit Pasqal system – ORNL sees a path for quantum performance advantage for Fluid Dynamics – Classiq, Deloitte Tohmatsu, and Mitsubishi Chemical compress quantum circuits by 97% and 54% – Prof Torsten Hoefler of ETH …
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– AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud – ASML to open repair hub in China – EuroHPC-JU’s CINECA selects 140-Qubit Pasqal system – ORNL sees a path for quantum performance advantage for Fluid Dynamics – Classiq, Deloitte Tohmatsu, and Mitsubishi Chemical compress quantum circuits by 97% and 54% – Prof Torsten Hoefler of ETH …
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– AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud – ASML to open repair hub in China – EuroHPC-JU’s CINECA selects 140-Qubit Pasqal system – ORNL sees a path for quantum performance advantage for Fluid Dynamics – Classiq, Deloitte Tohmatsu, and Mitsubishi Chemical compress quantum circuits by 97% and 54% – Prof Torsten Hoefler of ETH …
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– GTC25 Quantum Day – Post-Quantum Cryptography guidelines – Quantum Blockchain? – NVMe-enabled HDD storage with SSD cache The post HPC News Bytes – 20250324 appeared first on OrionX.net.By OrionX Editorial Team
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– GTC25 Quantum Day – Post-Quantum Cryptography guidelines – Quantum Blockchain? – NVMe-enabled HDD storage with SSD cache OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250324 appeared first on OrionX.net.By OrionX.net
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– GTC25 Quantum Day – Post-Quantum Cryptography guidelines – Quantum Blockchain? – NVMe-enabled HDD storage with SSD cache OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250324 appeared first on OrionX.net.By OrionX Editorial Team
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In what is becoming an annual tradition, we are “Live from Nvidia GTC25” AI-everywhere show. We cover everything from industry landscape to Hopper to Blackwell to Rubin and Feynman, plus silicon photonics for cluster interconnect fabric (star of the show, really), the complexity of inference for customers, low-end systems, power and cooling (did we…
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In what is becoming an annual tradition, we are “Live from Nvidia GTC25” AI-everywhere show. We cover everything from industry landscape to Hopper to Blackwell to Rubin and Feynman, plus silicon photonics for cluster interconnect fabric (star of the show, really), the complexity of inference for customers, low-end systems, power and cooling (did we…
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continue reading
In what is becoming an annual tradition, we are “Live from Nvidia GTC25” AI-everywhere show. We cover everything from industry landscape to Hopper to Blackwell to Rubin and Feynman, plus silicon photonics for cluster interconnect fabric (star of the show, really), the complexity of inference for customers, low-end systems, power and cooling (did we…
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continue reading
– What to expect from Intel’s new CEO – Did D-Wave achieve quantum computational supremacy on a useful problem? – “AI Woodstock” GTC25 is in San Jose, CA this week OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250317 appeared first on OrionX.net.…
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– What to expect from Intel’s new CEO – Did D-Wave achieve quantum computational supremacy on a useful problem? – “AI Woodstock” GTC25 is in San Jose, CA this week The post HPC News Bytes – 20250317 appeared first on OrionX.net.By OrionX Editorial Team
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– What to expect from Intel’s new CEO – Did D-Wave achieve quantum computational supremacy on a useful problem? – “AI Woodstock” GTC25 is in San Jose, CA this week OrionX Editorial Team The OrionX editorial team manages the content on this website. The post HPC News Bytes – 20250317 appeared first on OrionX.net.…
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Just before the GTC25 conference, and in the 100th episode of the full format @HPCpodcast, we welcome a very special guest, the great Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular video channel TechTechPotato to discuss the state of AI and advanced chips, new technologies and architectures, the startup scene, and top tre…
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Just before the GTC25 conference, and in the 100th episode of the full format @HPCpodcast, we welcome a very special guest, the great Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular video channel TechTechPotato to discuss the state of AI and advanced chips, new technologies and architectures, the startup scene, and top tre…
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Just before the GTC25 conference, and in the 100th episode of the full format @HPCpodcast, we welcome a very special guest, the great Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular video channel TechTechPotato to discuss the state of AI and advanced chips, new technologies and architectures, the startup scene, and top tre…
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