Industry Analysis • Market Execution • Demand Generation
132 episodes transcribed- Will US Government invest in Intel? - How are Chinese AI chips performing for new LLMs? - No slowdown in funding for new AI chip startups - NSF and...
- TSMC employees caught in 2nm espionage charges - Trump calls for Intel CEO to resign - Curtain fall for Tesla's Dojo supercomputer - Paper review:...
- Comparing AI strategies: US, EU, China - AI emerges as one of top 5 reasons for job losses - AI startup funding continues to boom - VCs find it mor...
- Top-20 AI Supercomputers - 1-million-GPU systems - Rapidus of Japan's 2nm fab - IBM Power11, Sypre accelerator - HotChips conference - CUDA for RIS...
- SemiAnalysis on the business of AI: GPUs, Neoclouds, Inference Providers, Applications - 2nm fab race: TSMC, Intel, Samsung aim to ship this year -...
- IDC projects a $366B global server market in 2025, 45% y/y growth annually over 2024, 134% y/y growth in Q1 - The European Quantum Act announced it...
- GPU-ASIC War - Hyperscalers’ CPUs, “GPUs", DPUs, QPUs - Google TPU-7 and Open AI? - Meta’s AI chip tape out - Microsoft’s AI chip delays - Why do e...
- Fault Tolerant Quantum Computer in 2029? - Quantum computing roadmaps, performance benchmarks, industry metrics, M&A - RIKEN and Fujitsu team u...
- AMD MI350X and MI355X new GPUs - AMD ROCm 7.0 software - AMD Helios rackscale system - Fujitsu Monaka chip, - SIGHPC Travel Grants for SC25 - HPCGu...
The new TOP500 list of the most powerful supercomputers was released today at the ISC conference, with a new addition to the top 10. Tune in as Shahi...
- French gov't to acquire Eviden - Made-in-China 5nm chips - WSTS semiconductor market forecast - Can AI end the world? Stephen Hawking's warning [au...
- 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...
