Industry Analysis • Market Execution • Demand Generation
142 episodes transcribed- 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...
- "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...
- 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...
- Nvidia Rubin CPX - AI Inference, Prefill, Decode, Context - Oracle and OpenAI - Nvidia and OpenAI in the UK - UK MOD Google Cloud - Digital Soverei...
- Cooler AI: Cutting energy costs with Adiabatic Reversible Computing - More Heat in Chip Wars: OpenAI joins the race to design custom AI silicon - I...
- MIT Quantum Index report 2025 - AMD+IBM for supers+quantum - Here comes tent-as-a-datacenter - Nvidia Earnings - Hot Chips conference recap [audio...
- FugakuNEXT, Japan's next leadership supercomputer led by RIKEN - Fujitsu MONAKA CPU - Fujitsu's 1000-qubit Superconducting Quantum Computer - CPU-G...
We are delighted to again welcome Nestor Maslej of the Stanford Institute for Human-Centered Artificial Intelligence (HAI) at Stanford University to...
- 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...
