Industry Analysis • Market Execution • Demand Generation
178 episodes transcribedFrom Double-Wide Racks to "Deep Space RISC-V" - HPE Juniper Broadcom AMD Helios - OCP Open Rack Wide - Sale-up on Ethernet, UALoE - China signals stre...
- Nvidia, Corning, big optical fiber deal - Optical computing - New MRC RDMA on Ethernet fabrics - MRC vs RoCEv2 and Infiniband - AMD strengths in GP...
- Nvidia’s secret weapon - Why CPU-only supercomputers - China’s LineShine Supercomputer - Japan’s Fugaku.next [audio mp3="https://orionx.net/wp-cont...
Olivier Ezratty, one of the most respected independent voices in quantum technologies, is the special guest of the @HPCpodcast in a lively, candid, a...
- Cisco Universal Quantum Switch - Co-Packaged Optics (CPO) enters real world deployments - CPO: AMD, NVDA, TSMC, Global Foundries - Vox checks in on...
- DARPA HARQ Heterogeneous quantum architectures - HARQ program, IonQ, memQ - TSMC and ASML bullish on AI demand - Stanford AI Index 2026 insights -...
- Intel Tesla Terafab - Intel Google CPU IPU - Fujitsu U. Osaka early-FTQC - Caltech data sample streaming for quantum computing in AI - UALink 1.0 S...
- Nvidia invests $2bn in Marvell - NVLink Fusion - Why big companies invest in small ones - Andrew Ng on anti-AI activism - 32, 16, 8, TurboQuant at...
-Arm enters the chip business with Arm AGI CPU - Is AI inference increasing the CPU:GPU ratio? - Google’s TurboQuant algorithm - Data center energy e...
- GTC postview, list of announcements - GPUs and China - DoE $293m funding RFA for technology challenges - Volume on HPC-AI-Quantum co-design, call f...
- GTC, G stands for growth - Nvidia’s historical and future market segments - Nvidia Nemotron agentic model, LPU team - Chipper clouds: Cerebras+AWS,...
- AI+HW 2035: Shaping the Next Decade - CPUs are in short supply too - What is causing IT shortages - Foxconn is upbeat about 2026 - Foxconn, its riv...
- AI for military use; Anthropic, OpenAI, DoD - SambaNova: Intel partnership, new SN50 chip - GTC 2026 - Mobile World Congress 2026 [audio mp3="https...
- AI power needs - Small Modular Reactors (SMR) - US military, DOE, airlift small reactor - Quantum "teleportation" - How does Quantum Communication...
- "Ride the Wave, Build the Future: Scientific Computing in an AI World", by Dongarra, Reed, Gannon - Call for National Moonshot Program for future H...
- Sovereign AI: what is it, and does anyone have it? - Bullish on Eviden: Europe’s top system company restores old name - Intel to build server GPUs...
- Microsoft Maia 200 for Inference - Nvidia H200 (not H20) for China - Corning-Meta Data Center - Nvidia-CoreWeave AI Deal - Neoclouds’ role in Chip...
- Intel earnings, outlook - Industry-wide supply shortage - Shrinking windows of vendor price quotes - Micron fuels upstate New York tech hub - Chip...
Our special guest today is Paul Bloch, President & Co-founder of DDN, the high performance storage and intelligent data platform company. AI run...
- 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...
