@HPCpodcast with Shahin Khan and Doug Black

- Salishan Conferenc - HPC-AI Divergenece - FugakuNext Zettascale? - TSMC A14 Fab, Intel 18A Fab - AmKor CoWoS Packaging Arizona - Intel Earnings, AI strategy [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250428.mp3"][/audio] The post HPC News Bytes – 20250428 appeared first on OrionX.net.

- This week in GPU geopolitics - Intel and Silverlake in Altera FPGA deal - Storage is what's next as investment soars - 2nm chips are coming to Taiwan and Arizona [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250421.mp3"][/audio] The post HPC News Bytes – 20250421 appeared first on OrionX.net.

- Argonne's nuclear reactor digital twin helps monitor, manage, train - An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP) - TSMC may face US$1B penalty - Chinese AI players order $16B of Nvidia H20s - Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B by 2028 [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250414.mp3"][/audio] The post HPC News Bytes – 20250414 appeared first on OrionX.net.

- US Tariffs and Technology Sector - Intel-TSMC Joint Venture? - DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus - Sandia National Lab to test laser-based photonic cooling via Maxwell Labs - 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs - Lightmatter 3D co-packaged optics [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250407.mp3"][/audio] The post HPC News Bytes – 20250407 appeared first on OrionX.net.

- AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud - ASML to open repair hub in China - EuroHPC-JU's CINECA selects 140-Qubit Pasqal system - ORNL sees a path for quantum performance advantage for Fluid Dynamics - Classiq, Deloitte Tohmatsu, and Mitsubishi Chemical compress quantum circuits by 97% and 54% - Prof Torsten Hoefler of ETH wins ACM Prize in Computing [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250331.mp3"][/audio] The post HPC News Bytes – 20250331 appeared first on OrionX.net.

- GTC25 Quantum Day - Post-Quantum Cryptography guidelines - Quantum Blockchain? - NVMe-enabled HDD storage with SSD cache [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250324.mp3"][/audio] The post HPC News Bytes – 20250324 appeared first on OrionX.net.

In what is becoming an annual tradition, we are "Live from Nvidia GTC25" AI-everywhere show. We cover everything from industry landscape to Hopper to Blackwell to Rubin and Feynman, plus silicon photonics for cluster interconnect fabric (star of the show, really), the complexity of inference for customers, low-end systems, power and cooling (did we hear 600 KW per rack?), software including cluster-level AI-workload-focused open-sourced Dynamo "OS", and storage (the semantic kind). [audio mp3="https://orionx.net/wp-content/uploads/2025/03/101@HPCpodcast_ID_GTC25_Nvidia-Feynman_20250320.mp3"][/audio] The post @HPCpodcast-101: Live from Nvidia GTC25 appeared first on OrionX.net.

- What to expect from Intel's new CEO - Did D-Wave achieve quantum computational supremacy on a useful problem? - "AI Woodstock" GTC25 is in San Jose, CA this week [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250317.mp3"][/audio] The post HPC News Bytes – 20250317 appeared first on OrionX.net.

Just before the GTC25 conference, and in the 100th episode of the full format @HPCpodcast, we welcome a very special guest, the great Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular video channel TechTechPotato to discuss the state of AI and advanced chips, new technologies and architectures, the startup scene, and top trends in semiconductor design & manufacturing. Join us! [audio mp3="https://orionx.net/wp-content/uploads/2025/03/100@HPCpodcast_ID_Dr-Ian-Cutress_State-of-AI-Advanced-Chips_20250312.mp3"][/audio] The post @HPCpodcast-100: Dr. Ian Cutress on the State of AI and Advanced Chips – In Depth appeared first on OrionX.net.

- TSMC $100B investment in Arizona Factories - EuroHPC Project DARE using RISC-V - Julich Hybrid Supercomputer with D-Wave - Quantum Computing Stock Price Volatility - Chinese Quantum Computer Betters Google's Willow - Supercomputing Asia 2025 (SCA25) held this week in Singapore [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250310.mp3"][/audio] The post HPC News Bytes – 20250310 appeared first on OrionX.net.

Dr. Handel Jones, author of the book When AI Rules the World: China, the U.S., and the Race to Control a Smart Planet, and CEO of International Business Strategies, Inc.  joins us again to discuss the geopolitics of technology. Dr. Jones was a specia; guest of this podcast in episode 48 in January 2023. Fast moving technologies matched with big changes in global politics and policy creates a potent mix. So we were delighted to have the opportunity to revisit many of the topics we covered last time and explore new topics. [audio mp3="https://orionx.net/wp-content/uploads/2025/03/099@HPCpodcast_ID_Dr-Handel-Jones_Geopolitics-of-Tech_20250307.mp3"][/audio] The post @HPCpodcast-99: Dr. Handel Jones on Geopolitics of Technology – In Depth appeared first on OrionX.net.

- Government layoffs funding disruptions cause uncertainty and concern for scientific leadership - Cat Qubits: AWS Ocelot, Alice and Bob - ASIC vs GPUs vs Accelerators [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250303.mp3"][/audio] The post HPC News Bytes – 20250303 appeared first on OrionX.net.

We are delighted to have as special guests today three of the top analysts in the HPC, AI, Cloud, and Quantum fields, representing the industry analyst firm Hyperion Research. Earl Joseph is Hyperion CEO, Mark Nossokoff, Research Director, and Bob Sorensen, Senior VP of Research. Join us for an In Depth discussion of the current state and future trends in HPC, AI, Quantum, Cloud Computing, Exascale, Storage, Interconnects and Optical I/O, and Liquid Cooling. [audio mp3="https://orionx.net/wp-content/uploads/2025/02/098@HPCpodcast_ID_Hyperion-Research-HPC-AI-Quantum-Market_20250227.mp3"][/audio] The post @HPCpodcast-98: Hyperion Research on HPC, AI, Quantum – In Depth appeared first on OrionX.net.

- New in-house-manufactured Microsoft QPU: Majorana 1 - DARPA US2QC program - (Funding) and harnessing idle GPUs anywhere on the internet - France's CEA advances in fusion energy research [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250224.mp3"][/audio] The post HPC News Bytes – 20250224 appeared first on OrionX.net.

- 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 forces into focus - Europe falls in-line to avid falling behind in AI - GE Aerospace gains access to exascale power via DOE INCITE program [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250217.mp3"][/audio] The post HPC News Bytes – 20250217 appeared first on OrionX.net.

- Big AI land grab - Nuclear power for data centers - New European-origin quantum system in Spain - Softbank eyes Ampere [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250210.mp3"][/audio] The post HPC News Bytes – 20250210 appeared first on OrionX.net.

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 topics in HPC, AI, and Quantum Computing. [audio mp3="https://orionx.net/wp-content/uploads/2025/02/097@HPCpodcast_ID_Addison-Snell_Intersect360-HPC-AI-Market_20250205.mp3"][/audio] The post @HPCpodcast-97: Addison Snell on HPC, AI, Hyperscalers – In Depth appeared first on OrionX.net.

- DeepSeek, 1+5 lessons - Rack Scale Arch redux, Intel GPU roadmap change - LLNL and OpenAI, national security apps, fully on-prem? - Google and Kairos Power, Small Modular (nuclear) Reactors [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250203.mp3"][/audio] The post HPC News Bytes – 20250203 appeared first on OrionX.net.

- Massive AI datacenter investments: $500B Stargate, $600B Saudi - When datacenters can't get bigger - India enters the chip manufacturing market [audio mp3="https://orionx.net/wp-content/uploads/2025/01/HPCNB_20250127.mp3"][/audio] The post HPC News Bytes – 20250127 appeared first on OrionX.net.

- CHIPS Act in Trump Administration - Quantum Computing stocks - Intel's mystery acquirer - HPE's $1B win [audio mp3="https://orionx.net/wp-content/uploads/2025/01/HPCNB_20250120.mp3"][/audio] The post HPC News Bytes – 20250120 appeared first on OrionX.net.

Datacenter power and cooling has rapidly emerged as a critical topic in HPC and AI. System roadmaps only point to additional requirements. In this episode of the @HPCpodcast's Industry View, we are joined by Chris Orlando, Founder and Chief Strategy Officer of DDC Solutions to discuss high density cooling, dynamic control, safety and compliance, and the enduring role of air cooling in the datacenter. [audio mp3="https://orionx.net/wp-content/uploads/2025/01/096@HPCpodcast_IV_DDC_Chris-Orlando_Datacenter-Air-Liquid-Cooling_20250117.mp3"][/audio] The post @HPCpodcast-96: DDC Solutions on Datacenter Cooling – Industry View appeared first on OrionX.net.

- China's TOP100 - AI PCs, workstations, workgroup servers - DataCenter Capacity Growth - MPI ABI [audio mp3="https://orionx.net/wp-content/uploads/2025/01/HPCNB_20250113.mp3"][/audio] The post HPC News Bytes – 20250113 appeared first on OrionX.net.

Review of SC24, RISC-V Summit, and AWS Reinvent. Topics include: HPC and AI Clouds, CXL, Liquid Cooling, Optical Interconnects, Optical Computing, Novel CPUs and GPUs, the state of RISC-V in servers and supercomputers, TOP500, Chiplets, AWS CPU and GPU strategies. [audio mp3="https://orionx.net/wp-content/uploads/2025/01/095@HPCpodcast_SP_Adrian-Cockcroft_SC24-RISCV_AWS-Reinvent-Q2B-Events_20250108.mp3"][/audio] The post @HPCpodcast-95: Adrian Cockcroft on SC24, RISC-V Summit, AWS Reinvent appeared first on OrionX.net.

- Beyond EUV lithography, LLNL, DOE - ASML, GPUs, China, trade sanctions - AI infrastructure build-out - TSMC 2nm Chips in 2025 [audio mp3="https://orionx.net/wp-content/uploads/2025/01/HPCNB_20250106.mp3"][/audio] The post HPC News Bytes – 20250106 appeared first on OrionX.net.

- China, Advanced GPUs, Advanced AI - High Tech companies pursue government contracts - Neuromorphic chips, artificial fast neurons - Farewell 2024, thank you @HPCpodcast listeners [audio mp3="https://orionx.net/wp-content/uploads/2024/12/HPCNB_20241230.mp3"][/audio] The post HPC News Bytes – 20241230 appeared first on OrionX.net.

- Long-Thinking AI - UALink + optical - Arm-Qualcomm lawsuit [audio mp3="https://orionx.net/wp-content/uploads/2024/12/HPCNB_20241223.mp3"][/audio] The post HPC News Bytes – 20241223 appeared first on OrionX.net.

- Google "Willow" quantum chip: hype or reality? - European supercomputing site chooses US vendor: LRZ's Blue Lion - China-US technology clash and mutual retaliation - ORNL supercomputers accelerate research on this fast-growing tree [audio mp3="https://orionx.net/wp-content/uploads/2024/12/HPCNB_20241216.mp3"][/audio] The post HPC News Bytes – 20241216 appeared first on OrionX.net.

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 landmines organizations need to avoid, and the opportunities for seizing success. This episode is part of the @HPCpodcasts Industry View feature, which takes on major issues in the world of HPC, AI, and other advanced technologies through the lens of industry leaders. [audio mp3="https://orionx.net/wp-content/uploads/2024/12/094@HPCpodcast_IV_Penguin-Solutions_Ryan-Smith_AI-HPC-Managed-Services_20241209.mp3"][/audio] The post @HPCpodcast-94: Penguin Solutions on HPC-AI Managed Services – Industry View appeared first on OrionX.net.

- Intel CEO Pat Gelsinger retires - Marvell-AWS supplier alliance - Chinese quantum computer Tianyan-504 [audio mp3="https://orionx.net/wp-content/uploads/2024/12/HPCNB_20241209.mp3"][/audio] The post HPC News Bytes – 20241209 appeared first on OrionX.net.

- Do LLMs understand? - Collaborative Agentic AI - Frontier simulates the universe - France builds more nuclear reactors - TSMC's 2nm chips in the US slated for 2028 [audio mp3="https://orionx.net/wp-content/uploads/2024/12/HPCNB_20241202.mp3"][/audio] The post HPC News Bytes – 20241202 appeared first on OrionX.net.

- Supercomputing show SC24 moves closer to mainstream - Hyperion's HPC Market Sizing - Huawei AI chips, trade restrictions [audio mp3="https://orionx.net/wp-content/uploads/2024/11/HPCNB_20241125.mp3"][/audio] The post HPC News Bytes – 20241125 appeared first on OrionX.net.

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 El Capitan system at the Lawrence Livermore National Laboratory in California, U.S.A., has debuted as the most powerful system on the list with an HPL score of 1.742 EFlop/s." Join Shahin and Doug as they analyze and discuss the new list. As usual, they go over notable additions, performance efficiency, power efficiency in the Green500 list, the difficult HPCG benchmark that usually sets the lower bound of system performance. [audio mp3="https://orionx.net/wp-content/uploads/2024/11/093@HPCpodcast_TOP500-SC24_20241118.mp3"][/audio] The post @HPCpodcast-93: TOP500 at SC24 Conference appeared first on OrionX.net.

- Supercocmputing-24 conference starts today - TSMC, CHIPS Act, semiconductor demand - Sandia National Lab and Cerebras [audio mp3="https://orionx.net/wp-content/uploads/2024/11/HPCNB_20241118.mp3"][/audio] The post HPC News Bytes – 20241118 appeared first on OrionX.net.

A lively discussion about the Age of Computation, Ultra Ethernet, datacenter power and cooling, the creative process for AI, model certainty for AI, AI and emergent behavior, and other HPC topics. [audio mp3="https://orionx.net/wp-content/uploads/2024/11/092@HPCpodcast_SP_Torsten-Hoefler_Age-of-Computation_20241114.mp3"][/audio] The post @HPCpodcast-92: Torsten Hoefler on Age of Computation appeared first on OrionX.net.

- TSMC revenue jump - TSMC barred from making leading-edge chips abroad - AMD-Fujitsu team up for a new superchip? - AMD, Intel, Nvidia datacenter revenue - Green energy momentum in the US [audio mp3="https://orionx.net/wp-content/uploads/2024/11/HPCNB_20241111.mp3"][/audio] The post HPC News Bytes – 20241111 appeared first on OrionX.net.

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 benchmark for AI training, ML Commons provides a growing suite of benchmarks and data sets for AI inference, AI storage, and AI safety. David is a founder, board member of ML Commons and the head of MLPerf benchmarks. [audio mp3="https://orionx.net/wp-content/uploads/2024/11/091@HPCpodcast_SP_David-Kanter_AI-Performance_ML-Commons_20241107.mp3"][/audio] The post @HPCpodcast-91: David Kanter of ML Commons on AI Performance Measurement appeared first on OrionX.net.

- India rising - High Bandwidth Memory (HBM) in short supply - Novel accelerator architectures - CHIPS Act funds Extreme Ultra Violet Lithography technology in the US [audio mp3="https://orionx.net/wp-content/uploads/2024/11/HPCNB_20241104.mp3"][/audio] The post HPC News Bytes – 20241104 appeared first on OrionX.net.

- TSMC delivers good news for chip manufacturing in the US - Denmark builds AI supercomputer with Eviden and Nvidia - White House tasks NNSA/DOE with assessing AI risk for National Security [audio mp3="https://orionx.net/wp-content/uploads/2024/10/HPCNB_20241028.mp3"][/audio] The post HPC News Bytes – 20241028 appeared first on OrionX.net.

- Exascale Day, Zettascale, Avogadro's Number - Did a Chinese quantum computer crack military grade encryption? - The great Rear admiral Dr. Grace Hopper - The First Computer Bug - Hyperion Research innovation award - Q2B Conference [audio mp3="https://orionx.net/wp-content/uploads/2024/10/HPCNB_20241021.mp3"][/audio] The post HPC News Bytes – 20241021 appeared first on OrionX.net.

- AMD's new CPU, GPU, DPU, NIC - Foxconn's big supercomputer at Hon Hai Kaohsiung Center in Taiwan - AI drives Nobel Prizes in Physics and Chemistry - Yann LeCun's take on AGI [audio mp3="https://orionx.net/wp-content/uploads/2024/10/HPCNB_20241014.mp3"][/audio] The post HPC News Bytes – 20241014 appeared first on OrionX.net.

- IDC report on datacenter energy use and growth - NTT Research on the state of optical computing - AI experts weigh in on the future impact of AI [audio mp3="https://orionx.net/wp-content/uploads/2024/10/HPCNB_20241007.mp3"][/audio] The post HPC News Bytes – 20241007 appeared first on OrionX.net.

- Intel Xeon 6, Gaudi 3, MRDIMM, AMX - Intel 3 Fab, TSMC, Samsung, Chip subsidies - AMD Turin, AMD UDNA - Quantum update [audio mp3="https://orionx.net/wp-content/uploads/2024/09/HPCNB_20240930.mp3"][/audio] The post HPC News Bytes – 20240930 appeared first on OrionX.net.

In this episode of the @HPCpodcasts Industry View we are joined by Patrick Caporale of Lenovo to discuss memory-centric architectures, Non Von-Neumann architectures, advances in I/O, CPU-Memory-I/O gap, computational storage, NUMA, disk, tape, Ultra Ethernet Consortium, Ultra Accelerator Link, CXL, tiered storage, power and cooling, heat capture, and more. [audio mp3="https://orionx.net/wp-content/uploads/2024/09/090@HPCpodcast_IV_Lenovo_Patrick-Caporale_Memory-Centeric-Infrastructure_20240924.mp3"][/audio] The post @HPCpodcast-90: Lenovo on Memory-Centric Architectures – Industry View appeared first on OrionX.net.

- AI-fueled M&A rumors: Intel, Qualcomm, Ampere - Three Mile Island resurrected to feed GPUs for Microsoft - Beyond GPUs lie specialized chiplets [audio mp3="https://orionx.net/wp-content/uploads/2024/09/HPCNB_20240923.mp3"][/audio] The post HPC News Bytes – 20240923 appeared first on OrionX.net.

We discuss the Aurora supercomputer, Exascale, AI, reliability at scale, technology adoption agility, datacenter power and cooling, cloud computing, quantum computing. [audio mp3="https://orionx.net/wp-content/uploads/2024/09/089@HPCpodcast_Rick-Stevens_Mike-Papka_ANL-update_20240919.mp3"][/audio] The post @HPCpodcast-89: Rick Stevens and Mike Papka of Argonne National Lab appeared first on OrionX.net.

- Oracle Cloud 130K Blackwell plan - AI inference battleground - Storage for AI - Rhea takes Jupiter to Jülich [audio mp3="https://orionx.net/wp-content/uploads/2024/09/HPCNB_20240916.mp3"][/audio] The post HPC News Bytes – 20240916 appeared first on OrionX.net.

- Copyright law, Fair Use doctrine, and AI's appetite for data - TSMC's CoWoS capacity - Intel's 18A fab - DOE's $23 million RFP re future of HPC [audio mp3="https://orionx.net/wp-content/uploads/2024/09/HPCNB_20240909.mp3"][/audio] The post HPC News Bytes – 20240909 appeared first on OrionX.net.

- Nvidia Blackwell delays - Inference champions - AI regulations - Supercomputing in Russia [audio mp3="https://orionx.net/wp-content/uploads/2024/09/HPCNB_20240902.mp3"][/audio] The post HPC News Bytes – 20240902 appeared first on OrionX.net.

- Hot Chips 2024 conference - LANL electricity needs enter the senate race - A small modular nuclear reactor in a 30-inch borehole a mile under? - AMD in $4.9B deal to buy ZT Systems [audio mp3="https://orionx.net/wp-content/uploads/2024/08/HPCNB_20240826.mp3"][/audio] The post HPC News Bytes – 20240826 appeared first on OrionX.net.

Dr. Mike Heroux joins us to discuss HPC software in general and the Exascale  Computing Project (ECP) software efforts in particular.  Topics include performance vs. portability and maintainability, heterogeneous hardware,  the impact of AI on workloads and tools, the emergence of Research Software Engineer as a needed role and a career path, the convergence of commercial and HPC software stacks, and what's on the horizon. [audio mp3="https://orionx.net/wp-content/uploads/2024/08/088@HPCpodcast_MIke-Heroux_ECP_HPC-Software_20240819.mp3"][/audio] The post @HPCpodcast-88: Mike Heroux of Sandia on ECP, HPC Software appeared first on OrionX.net.

- AI-centric servers form new market segment - NIST announcement heralds Post Quantum Cryptography (PQC) milestone - English Professors win NSF grant to study supercomputing's impact on society, geopolitics [audio mp3="https://orionx.net/wp-content/uploads/2024/08/HPCNB_20240819.mp3"][/audio] The post HPC News Bytes – 20240819 appeared first on OrionX.net.