@HPC Podcast Archives - OrionX.net

Industry Analysis • Market Execution • Demand Generation

142 episodes transcribed
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HPC News Bytes – 20251013

Episode Date: October 13, 2025

- AMD OpenAI - AMD Oracle - Intel Clearwater Forest (Xeon 6+) - Intel Fab52 18A looks like is catching up with TSMC - SC25 conference looks like anot...

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HPC News Bytes – 20251006

Episode Date: October 6, 2025

- Provably unconditional quantum (information) supremacy - Big clouds balance own vs merchant GPUs - Big unexpected players in HPC/AI infratech [aud...

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HPC News Bytes – 20250929

Episode Date: September 29, 2025

- "World Models” aim for the next big thing in AI - Microsoft’s $3.3B datacenter, with a $4B one to Follow - OpenAI talks central-park-sized datacent...

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HPC News Bytes – 20250922

Episode Date: September 22, 2025

- Nvidia, Intel, and $5B - Is APU the way to go? - Nvidia, Enfabrica, and $0.9B - Interconnects and Networking key to AI Data Center - PsiQuantum and...

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HPC News Bytes – 20250915

Episode Date: September 15, 2025

- Nvidia Rubin CPX - AI Inference, Prefill, Decode, Context - Oracle and OpenAI - Nvidia and OpenAI in the UK - UK MOD Google Cloud - Digital Soverei...

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HPC News Bytes – 20250908

Episode Date: September 8, 2025

- Cooler AI: Cutting energy costs with Adiabatic Reversible Computing - More Heat in Chip Wars: OpenAI joins the race to design custom AI silicon - I...

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HPC News Bytes – 20250901

Episode Date: September 1, 2025

- MIT Quantum Index report 2025 - AMD+IBM for supers+quantum - Here comes tent-as-a-datacenter - Nvidia Earnings - Hot Chips conference recap [audio...

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HPC News Bytes – 20250825

Episode Date: August 25, 2025

- FugakuNEXT, Japan's next leadership supercomputer led by RIKEN - Fujitsu MONAKA CPU - Fujitsu's 1000-qubit Superconducting Quantum Computer - CPU-G...

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HPC News Bytes – 20250818

Episode Date: August 18, 2025

- 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...

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HPC News Bytes – 20250811

Episode Date: August 11, 2025

- TSMC employees caught in 2nm espionage charges - Trump calls for Intel CEO to resign - Curtain fall for Tesla's Dojo supercomputer - Paper review:...

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HPC News Bytes – 20250804

Episode Date: August 4, 2025

- 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...

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HPC News Bytes – 20250721

Episode Date: July 21, 2025

- Top-20 AI Supercomputers - 1-million-GPU systems - Rapidus of Japan's 2nm fab - IBM Power11, Sypre accelerator - HotChips conference - CUDA for RIS...

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HPC News Bytes – 20250714

Episode Date: July 14, 2025

- SemiAnalysis on the business of AI: GPUs, Neoclouds, Inference Providers, Applications - 2nm fab race: TSMC, Intel, Samsung aim to ship this year -...

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HPC News Bytes – 20250707

Episode Date: July 7, 2025

- 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...

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HPC News Bytes – 20250630

Episode Date: June 30, 2025

- 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...

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HPC News Bytes – 20250623

Episode Date: June 23, 2025

- Fault Tolerant Quantum Computer in 2029? - Quantum computing roadmaps, performance benchmarks, industry metrics, M&A - RIKEN and Fujitsu team u...

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HPC News Bytes – 20250616

Episode Date: June 16, 2025

- AMD MI350X and MI355X new GPUs - AMD ROCm 7.0 software - AMD Helios rackscale system - Fujitsu Monaka chip, - SIGHPC Travel Grants for SC25 - HPCGu...