Industry Analysis • Market Execution • Demand Generation
117 episodes transcribed- 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,...
- TSMC revenue jump - TSMC barred from making leading-edge chips abroad - AMD-Fujitsu team up for a new superchip? - AMD, Intel, Nvidia datacenter re...
Special guest David Kanter of ML Commons joins Shahin Khan and Doug Black to discuss AI performance metrics. In addition to the well-known MLPerf ben...
- India rising - High Bandwidth Memory (HBM) in short supply - Novel accelerator architectures - CHIPS Act funds Extreme Ultra Violet Lithography tec...
- TSMC delivers good news for chip manufacturing in the US - Denmark builds AI supercomputer with Eviden and Nvidia - White House tasks NNSA/DOE with...
- Exascale Day, Zettascale, Avogadro's Number - Did a Chinese quantum computer crack military grade encryption? - The great Rear admiral Dr. Grace Ho...
