Industry Analysis • Market Execution • Demand Generation
159 episodes transcribed- OpenAI and Cerebras - Taiwan Pledges $250B US investment - TSMC in Arizona - Intel 18A fab and Apple - Inside an AI lab online movie is a 300-milli...
- CES 2026 - Nvidia Vera Rubin, in-house co-Design - AMD Helios, MI400 MI500 - TSMC GigaFab Arizona - Intel Panther Lake, 18A Fab - Sandia National L...
- China's access to H200 GPUs - Meta acquires Manus - Sandia's new photonics chip [audio mp3="https://orionx.net/wp-content/uploads/2026/01/HPCNB_202...
- Nvidia Groq $20B deal - Quantum-HPC hybrid systems and applications - Quantum control, scale, error correction - NCAR Closure [audio mp3="https://o...
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahi...
- High Frequency Trading race to save nanoseconds - AI federated learning at DOE labs - Perspective from "AI nobility" who are also "AI doomers" [audi...
- Nvidia H200 exports to China - H20, H200, Chinese chips: how do they stack up? - Few fast GPUs vs many slow GPUs - China’s electricity production -...
- Marvell in AI, Celestial AI - Co-Packaged Optics, Photonics Interconnects - Lasers for EUV, xLight FEL Lasers, ASML Cymer's LPP Lasers - ASML, Cano...
- CRN's Top 10 Semiconductor Companies of 2025 - Google TPU vs. Nvidia - Neoclouds, New Customer Class - DOE Genesis Mission National Initiative [aud...
- SC25 quick takes - Thank you St. Louis - Hyperion Research annual SC briefing - Hyperion quantum computing update - New public-private partnership...
Join Shahin and Doug as they analyze and discuss the new TOP500 list. They go over HPL, HPL-MxP, HPCG, Green500, geographical distribution, vendor di...
- Chip Restrictions in China - Quantum Computing: IBM, Quantinuum, D-Wave, US DOE, UK NMI-Q, Julich - SDSC 40th Anniversary, the original 5 NSF cente...
Dan Nystedt, vice president of research at Tri-Orient Investments, joins us to discuss the Asian tech scene: geopolitical tensions and Taiwan's role,...
- Quantum-accelerated supercomputing - NVQLink, QCS, QEC - Tesla Intel collaboration? - Is the chip era ending? - SC25 offers new options for those i...
- New Exa-Class Supercomputers at DOE labs, HPE, AMD, NVIDIA, Oracle, - AI-RAN, Telecoms+AI, Nvidia+Nokia+partners - Intel+SambaNova ? [audio mp3="ht...
- Google Claims Verifiable Quantum Advantage - Quantum Computing Applications and Current Status - US Govt’s Rumored Interest in Equity Stakes in Qua...
- How about an AI system that needs 2x the energy NYC uses? - A GPU for every person - HPC-Quantum hybrid systems - Exascale Day 10/18, ExaFlops or E...
- AMD OpenAI - AMD Oracle - Intel Clearwater Forest (Xeon 6+) - Intel Fab52 18A looks like is catching up with TSMC - SC25 conference looks like anot...
We had the opportunity to catch up again with Professors Keren Bergman to discuss the latest developments in all things optical: co-packaged photonic...
- Provably unconditional quantum (information) supremacy - Big clouds balance own vs merchant GPUs - Big unexpected players in HPC/AI infratech [aud...
