Industry Analysis • Market Execution • Demand Generation
121 episodes transcribed- Nvidia Earnings - US Senators react to Nvidia’s plans for facility in China - New compliant chips for China by Nvidia and AMD - Trade restrictions...
- 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 PsiQua...
- Computex 2025 - NVLink Fusion, DGX Cloud Lepton - Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro - Jack Dongarra, US Leadership in HPC - M...
- SMIC, China's Semiconductor Industry - Cisco in quantum networking, quantum scale-out - HPSF.io open source HPC stack - The journal Nature sees US...
- Japan's Rapidus 2nm chips - McKinsey's $7T datacenter forecast - Nvidia, trade restrictions, national competitiveness - Geoffrey Hinton's AI warnin...
- Salishan Conferenc - HPC-AI Divergenece - FugakuNext Zettascale? - TSMC A14 Fab, Intel 18A Fab - AmKor CoWoS Packaging Arizona - Intel Earnings, AI...
- 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 Taiw...
- 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...
- US Tariffs and Technology Sector - Intel-TSMC Joint Venture? - DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus - Sandia National...
- 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 sys...
- GTC25 Quantum Day - Post-Quantum Cryptography guidelines - Quantum Blockchain? - NVMe-enabled HDD storage with SSD cache [audio mp3="https://orionx...
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...
- 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...
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...
- TSMC $100B investment in Arizona Factories - EuroHPC Project DARE using RISC-V - Julich Hybrid Supercomputer with D-Wave - Quantum Computing Stock...
Dr. Handel Jones, author of the book When AI Rules the World: China, the U.S., and the Race to Control a Smart Planet, and CEO of International Busin...
- Government layoffs funding disruptions cause uncertainty and concern for scientific leadership - Cat Qubits: AWS Ocelot, Alice and Bob - ASIC vs GP...
We are delighted to have as special guests today three of the top analysts in the HPC, AI, Cloud, and Quantum fields, representing the industry analy...
- New in-house-manufactured Microsoft QPU: Majorana 1 - DARPA US2QC program - (Funding) and harnessing idle GPUs anywhere on the internet - France's...
- Arm to sell its own CPU? Meta as first customer? - Big AI, Big Power, Big Chill... Big Pollution? - Intel's fate puts national security and market...
