Industry Analysis • Market Execution • Demand Generation
102 episodes transcribed- Arm to sell its own CPU? Meta as first customer? - Big AI, Big Power, Big Chill... Big Pollution? - Intel's fate puts national security and market...
- Big AI land grab - Nuclear power for data centers - New European-origin quantum system in Spain - Softbank eyes Ampere [audio mp3="https://orionx.n...
In this In-Depth feature of the @HPDpodcast, Addison Snell, co-founder and CEO of Intersect360 joins Shahin and Doug as they discuss a wide range of...
- DeepSeek, 1+5 lessons - Rack Scale Arch redux, Intel GPU roadmap change - LLNL and OpenAI, national security apps, fully on-prem? - Google and Kair...
- Massive AI datacenter investments: $500B Stargate, $600B Saudi - When datacenters can’t get bigger - India enters the chip manufacturing market [au...
- CHIPS Act in Trump Administration - Quantum Computing stocks - Intel's mystery acquirer - HPE's $1B win [audio mp3="https://orionx.net/wp-content/u...
Datacenter power and cooling has rapidly emerged as a critical topic in HPC and AI. System roadmaps only point to additional requirements. In this ep...
- China's TOP100 - AI PCs, workstations, workgroup servers - DataCenter Capacity Growth - MPI ABI [audio mp3="https://orionx.net/wp-content/uploads/2...
Review of SC24, RISC-V Summit, and AWS Reinvent. Topics include: HPC and AI Clouds, CXL, Liquid Cooling, Optical Interconnects, Optical Computing, No...
- Beyond EUV lithography, LLNL, DOE - ASML, GPUs, China, trade sanctions - AI infrastructure build-out - TSMC 2nm Chips in 2025 [audio mp3="https://o...
- China, Advanced GPUs, Advanced AI - High Tech companies pursue government contracts - Neuromorphic chips, artificial fast neurons - Farewell 2024,...
- Long-Thinking AI - UALink + optical - Arm-Qualcomm lawsuit [audio mp3="https://orionx.net/wp-content/uploads/2024/12/HPCNB_20241223.mp3"][/audio] T...
- Google "Willow" quantum chip: hype or reality? - European supercomputing site chooses US vendor: LRZ's Blue Lion - China-US technology clash and mu...
Special guest Ryan Smith joins Shahin and Doug to discuss the vexing challenges of implementing HPC class AI systems in a managed services model, the...
- Intel CEO Pat Gelsinger retires - Marvell-AWS supplier alliance - Chinese quantum computer Tianyan-504 [audio mp3="https://orionx.net/wp-content/up...
- Do LLMs understand? - Collaborative Agentic AI - Frontier simulates the universe - France builds more nuclear reactors - TSMC's 2nm chips in the US...
- Supercomputing show SC24 moves closer to mainstream - Hyperion's HPC Market Sizing - Huawei AI chips, trade restrictions [audio mp3="https://orionx...
SC24 is off to a great start with over 17,000 attendees, 480 exhibitors from 29 countries, and new TOP500 list that features a new champion! "The new...
- Supercocmputing-24 conference starts today - TSMC, CHIPS Act, semiconductor demand - Sandia National Lab and Cerebras [audio mp3="https://orionx.ne...
A lively discussion about the Age of Computation, Ultra Ethernet, datacenter power and cooling, the creative process for AI, model certainty for AI,...
