@HPCpodcast with Shahin Khan and Doug Black

- AI power needs - Small Modular Reactors (SMR) - US military, DOE, airlift small reactor - Quantum "teleportation" - How does Quantum Communication work? - Silicon photonics for quantum computing [audio mp3="https://orionx.net/wp-content/uploads/2026/02/HPCNB_20260223.mp3"][/audio] The post HPC News Bytes – 20260223 appeared first on OrionX.net.

- "Ride the Wave, Build the Future: Scientific Computing in an AI World", by Dongarra, Reed, Gannon - Call for National Moonshot Program for future HPC systems - DOE Genesis Mission, 26 Challenges for National Science and Technology - NSF $100M National Quantum and Nanotechnology Infrastructure, NQNI - State of The Quantum Computing Industry - Los Alamos National Laboratory Center for Quantum Computing [audio mp3="https://orionx.net/wp-content/uploads/2026/02/HPCNB_20260216.mp3"][/audio] The post HPC News Bytes – 20260216 appeared first on OrionX.net.

- 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 of its own - MIT Technology Review AI Predictions [audio mp3="https://orionx.net/wp-content/uploads/2026/02/HPCNB_20260209.mp3"][/audio] The post HPC News Bytes – 20260209 appeared first on OrionX.net.

- Microsoft Maia 200 for Inference - Nvidia H200 (not H20) for China - Corning-Meta Data Center - Nvidia-CoreWeave AI Deal - Neoclouds' role in Chip vs Cloud competition [audio mp3="https://orionx.net/wp-content/uploads/2026/02/HPCNB_20260202.mp3"][/audio] The post HPC News Bytes – 20260202 appeared first on OrionX.net.

- Intel earnings, outlook - Industry-wide supply shortage - Shrinking windows of vendor price quotes - Micron fuels upstate New York tech hub - Chip investments in US regions [audio mp3="https://orionx.net/wp-content/uploads/2026/01/HPCNB_20260126.mp3"][/audio] The post HPC News Bytes – 20260126 appeared first on OrionX.net.

Our special guest today is Paul Bloch, President & Co-founder of DDN, the high performance storage and intelligent data platform company. AI runs on massive amounts of fast and reliable data, which makes topics related to storage systems especially important. We discuss a broad range: technical optimizations for AI storage, DPUs and future directions, alignment with streaming, HPC, and accelerated computing, pilot to production and training to inference technical and operational challenges, sovereign AI and data sovereignty, and more. Join us! [audio mp3="https://orionx.net/wp-content/uploads/2026/01/107@HPCpodcast_IV_DDN_Paul-Bloch_AI-Storage.mp3"][/audio] The post @HPCpodcast-107: Paul Bloch of DDN on AI Storage – Industry View appeared first on OrionX.net.

- 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-million-view hit [audio mp3="https://orionx.net/wp-content/uploads/2026/01/HPCNB_20260119.mp3"][/audio] The post HPC News Bytes – 20260119 appeared first on OrionX.net.

- CES 2026 - Nvidia Vera Rubin, in-house co-Design - AMD Helios, MI400 MI500 - TSMC GigaFab Arizona - Intel Panther Lake, 18A Fab - Sandia National Lab Neuromorphic Computing for PDE Math [audio mp3="https://orionx.net/wp-content/uploads/2026/01/HPCNB_20260112.mp3"][/audio] The post HPC News Bytes – 20260112 appeared first on OrionX.net.

- China's access to H200 GPUs - Meta acquires Manus - Sandia's new photonics chip [audio mp3="https://orionx.net/wp-content/uploads/2026/01/HPCNB_20260105.mp3"][/audio] The post HPC News Bytes – 20260105 appeared first on OrionX.net.

- Nvidia Groq $20B deal - Quantum-HPC hybrid systems and applications - Quantum control, scale, error correction - NCAR Closure [audio mp3="https://orionx.net/wp-content/uploads/2025/12/HPCNB_20251229.mp3"][/audio] The post HPC News Bytes – 20251229 appeared first on OrionX.net.

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Agent swarm coding, update - AI bubble? - Australia social media ban - Modelling Bitcoin bubbles and volatility - Supercomputing 25 Conference (SC25), TOP500 - European Supercomputing, - Q2B Conference, Quantum computing modalities - RISC-V in Servers [audio mp3="https://orionx.net/wp-content/uploads/2025/12/OXD034_ART-10_20251228.mp3"][/audio] The post Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34 appeared first on OrionX.net.

- High Frequency Trading race to save nanoseconds - AI federated learning at DOE labs - Perspective from "AI nobility" who are also "AI doomers" [audio mp3="https://orionx.net/wp-content/uploads/2025/12/HPCNB_20251222.mp3"][/audio] The post HPC News Bytes – 20251222 appeared first on OrionX.net.

- Nvidia H200 exports to China - H20, H200, Chinese chips: how do they stack up? - Few fast GPUs vs many slow GPUs - China's electricity production - Datacenter electricity use in the US - Cell-phone sized AI supercomputer - HPC at the edge - Regulating AI [audio mp3="https://orionx.net/wp-content/uploads/2025/12/HPCNB_20251215.mp3"][/audio] The post HPC News Bytes – 20251215 appeared first on OrionX.net.

- Marvell in AI, Celestial AI - Co-Packaged Optics, Photonics Interconnects - Lasers for EUV, xLight FEL Lasers, ASML Cymer's LPP Lasers - ASML, Canon, Nikon - Chinese efforts in chip manufacturing: SMEE, SiCarrier - Canon's Nano Imprint Lithography (NIL) - China's Xizhi Electron Beam Lithography - Okinawa Institute of Science and Technology (OIST)'s simplified optics in EUV - SDCS Research on Parkinson's Disease [audio mp3="https://orionx.net/wp-content/uploads/2025/12/HPCNB_20251208.mp3"][/audio] The post HPC News Bytes – 20251208 appeared first on OrionX.net.

- CRN's Top 10 Semiconductor Companies of 2025 - Google TPU vs. Nvidia - Neoclouds, New Customer Class - DOE Genesis Mission National Initiative [audio mp3="https://orionx.net/wp-content/uploads/2025/11/HPCNB_20251201.mp3"][/audio] The post HPC News Bytes – 20251201 appeared first on OrionX.net.

- SC25 quick takes - Thank you St. Louis - Hyperion Research annual SC briefing - Hyperion quantum computing update - New public-private partnership model for DOE's new supercomputers [audio mp3="https://orionx.net/wp-content/uploads/2025/11/HPCNB_20251124.mp3"][/audio] The post HPC News Bytes – 20251124 appeared first on OrionX.net.

Join Shahin and Doug as they analyze and discuss the new TOP500 list. They go over HPL, HPL-MxP, HPCG, Green500, geographical distribution, vendor distribution, and other observations. [audio mp3="https://orionx.net/wp-content/uploads/2025/11/106@HPCpodcast_SP_TOP500_SC25_20251119.mp3"][/audio] The post @HPCpodcast-106: TOP500 at SC25 Conference appeared first on OrionX.net.

- Chip Restrictions in China - Quantum Computing: IBM, Quantinuum, D-Wave, US DOE, UK NMI-Q, Julich - SDSC 40th Anniversary, the original 5 NSF centers - SC25 glance ahead [audio mp3="https://orionx.net/wp-content/uploads/2025/11/HPCNB_20251117.mp3"][/audio] The post HPC News Bytes – 20251117 appeared first on OrionX.net.

Dan Nystedt, vice president of research at Tri-Orient Investments, joins us to discuss the Asian tech scene: geopolitical tensions and Taiwan's role, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China's rare earth dominance and geopolitical impact. [audio mp3="https://orionx.net/wp-content/uploads/2025/11/105@HPCpodcast_ID_Dan-Nystedt_Chips-AI-China_20251113.mp3"][/audio] The post @HPCpodcast-105: Dan Nystedt on Chips, China, AI Tech appeared first on OrionX.net.

- Quantum-accelerated supercomputing - NVQLink, QCS, QEC - Tesla Intel collaboration? - Is the chip era ending? - SC25 offers new options for those impacted by US Government shutdown [audio mp3="https://orionx.net/wp-content/uploads/2025/11/HPCNB_20251110.mp3"][/audio] The post HPC News Bytes – 20251110 appeared first on OrionX.net.

- New Exa-Class Supercomputers at DOE labs, HPE, AMD, NVIDIA, Oracle, - AI-RAN, Telecoms+AI, Nvidia+Nokia+partners - Intel+SambaNova ? [audio mp3="https://orionx.net/wp-content/uploads/2025/11/HPCNB_20251103.mp3"][/audio] The post HPC News Bytes – 20251103 appeared first on OrionX.net.

- Google Claims Verifiable Quantum Advantage - Quantum Computing Applications and Current Status - US Govt's Rumored Interest in Equity Stakes in Quantum-Computing Firms - NextSilicon's New Chip - A Bit of History on Reconfigurable Computing, Data Flow Architecture, Systolic Arrays [audio mp3="https://orionx.net/wp-content/uploads/2025/10/HPCNB_20251027.mp3"][/audio] The post HPC News Bytes – 20251027 appeared first on OrionX.net.

- How about an AI system that needs 2x the energy NYC uses? - A GPU for every person - HPC-Quantum hybrid systems - Exascale Day 10/18, ExaFlops or ExaWatts? - Seymour Cray 100th birthday - Cray-1 50th anniversary - US Mint's new dollar coin featuring the Cray-1 - Cray-1 masterclass in... branding! [audio mp3="https://orionx.net/wp-content/uploads/2025/10/HPCNB_20251020.mp3"][/audio] The post HPC News Bytes – 20251020 appeared first on OrionX.net.

- AMD OpenAI - AMD Oracle - Intel Clearwater Forest (Xeon 6+) - Intel Fab52 18A looks like is catching up with TSMC - SC25 conference looks like another big one [audio mp3="https://orionx.net/wp-content/uploads/2025/10/HPCNB_20251013.mp3"][/audio] The post HPC News Bytes – 20251013 appeared first on OrionX.net.

We had the opportunity to catch up again with Professors Keren Bergman to discuss the latest developments in all things optical: co-packaged photonics/opto-eletcronics/silicon photonics, photonic integrated circuits (PICs), and optical computing. [audio mp3="https://orionx.net/wp-content/uploads/2025/10/104@HPCpodcast_SP_Keren-Bergman_Silicon-Photonics_20251012.mp3"][/audio] The post @HPCpodcast-104: Silicon Photonics, w Keren Bergman (2) appeared first on OrionX.net.

- Provably unconditional quantum (information) supremacy - Big clouds balance own vs merchant GPUs - Big unexpected players in HPC/AI infratech [audio mp3="https://orionx.net/wp-content/uploads/2025/10/HPCNB_20251006.mp3"][/audio] The post HPC News Bytes – 20251006 appeared first on OrionX.net.

- "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 datacenter, times 13 - In-Chip ‘Microfluidics' cooling - Caltech tames 6,100 neutral atom qubits with 12,000 optical tweezers [audio mp3="https://orionx.net/wp-content/uploads/2025/09/HPCNB_20250929.mp3"][/audio] The post HPC News Bytes – 20250929 appeared first on OrionX.net.

- 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 $1 Billion - Investment continues to grow for Quantum Tech [audio mp3="https://orionx.net/wp-content/uploads/2025/09/HPCNB_20250922.mp3"][/audio] The post HPC News Bytes – 20250922 appeared first on OrionX.net.

- Nvidia Rubin CPX - AI Inference, Prefill, Decode, Context - Oracle and OpenAI - Nvidia and OpenAI in the UK - UK MOD Google Cloud - Digital Sovereignty [audio mp3="https://orionx.net/wp-content/uploads/2025/09/HPCNB_20250915.mp3"][/audio] The post HPC News Bytes – 20250915 appeared first on OrionX.net.

- Cooler AI: Cutting energy costs with Adiabatic Reversible Computing - More Heat in Chip Wars: OpenAI joins the race to design custom AI silicon - Ironwood Rising: Google's next-gen chip may debut in Neoclouds - Made in India: Nation unveils its latest fully homegrown chip - HPC User Forum 2025 - Europe's Exascale: Jülich unveils its 64-bit powerhouse - Quantum Cash Flow: Industry kicks off September with billion-dollar momentum [audio mp3="https://orionx.net/wp-content/uploads/2025/09/HPCNB_20250908.mp3"][/audio] The post HPC News Bytes – 20250908 appeared first on OrionX.net.

- MIT Quantum Index report 2025 - AMD+IBM for supers+quantum - Here comes tent-as-a-datacenter - Nvidia Earnings - Hot Chips conference recap [audio mp3="https://orionx.net/wp-content/uploads/2025/08/HPCNB_20250901.mp3"][/audio] The post HPC News Bytes – 20250901 appeared first on OrionX.net.

- FugakuNEXT, Japan's next leadership supercomputer led by RIKEN - Fujitsu MONAKA CPU - Fujitsu's 1000-qubit Superconducting Quantum Computer - CPU-GPU-QPU hybrid systems coming - US Government's equity stake in Intel: "Arsenal of Democracy" or "intervention"? - Softbank bets on Intel - New geopolitical football: H20 GPUs [audio mp3="https://orionx.net/wp-content/uploads/2025/08/HPCNB_20250825.mp3"][/audio] The post HPC News Bytes – 20250825 appeared first on OrionX.net.

We are delighted to again welcome Nestor Maslej of the Stanford Institute for Human-Centered Artificial Intelligence (HAI) at Stanford University to discuss the latest edition of the the annual Stanford AI Index and Stanford Global AI Vibrancy Tool.  Nestor has degrees from Harvard and Oxford in addition to being a fellow at the Center for International Governance Innovation. We touch on several of the 12 key findings of the report as we highlight important issues in AI such as its impact on jobs, geopolitics, and social trust. [audio mp3="https://orionx.net/wp-content/uploads/2025/08/103@HPCpodcast_ID_Stanford-AI-Index-2025_Nestor-Maslej_20250822.mp3"][/audio] The post @HPCpodcast-103: Stanford AI Index 2025 w Nestor Maslej appeared first on OrionX.net.

- 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 NVIDIA chip in for Science [audio mp3="https://orionx.net/wp-content/uploads/2025/08/HPCNB_20250818.mp3"][/audio] The post HPC News Bytes – 20250818 appeared first on OrionX.net.

- TSMC employees caught in 2nm espionage charges - Trump calls for Intel CEO to resign - Curtain fall for Tesla's Dojo supercomputer - Paper review: Generative AI as a Geopolitical Factor in Industry 5.0 - David Patterson on federal cuts for research - Jack Dongarra on supercomputing, AI, quantum computing, and geopolitics [audio mp3="https://orionx.net/wp-content/uploads/2025/08/HPCNB_20250811.mp3"][/audio] The post HPC News Bytes – 20250811 appeared first on OrionX.net.

- 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 more challenging to raise their own funds [audio mp3="https://orionx.net/wp-content/uploads/2025/08/HPCNB_20250804.mp3"][/audio] The post HPC News Bytes – 20250804 appeared first on OrionX.net.

- US AI Action Plan - STMicro NXP MEMS sensors - Nvidia H20, TSMC packaging capacity [audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250728.mp3"][/audio] The post HPC News Bytes – 20250728 appeared first on OrionX.net.

- Top-20 AI Supercomputers - 1-million-GPU systems - Rapidus of Japan's 2nm fab - IBM Power11, Sypre accelerator - HotChips conference - CUDA for RISC-V [audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250721.mp3"][/audio] The post HPC News Bytes – 20250721 appeared first on OrionX.net.

- SemiAnalysis on the business of AI: GPUs, Neoclouds, Inference Providers, Applications - 2nm fab race: TSMC, Intel, Samsung aim to ship this year - IFS external customers - Nvidia valuation: a trillion here a trillion there! [audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250714.mp3"][/audio] The post HPC News Bytes – 20250714 appeared first on OrionX.net.

- 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 its Quantum Strategy aiming to leverage deep science for global quantum leadership by 2030 - TSMC's 3nm fab in Arizona ahead of schedule, first batch of wafers expected in 2027 - US lifts EDA software export restrictions to China [audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250707.mp3"][/audio] The post HPC News Bytes – 20250707 appeared first on OrionX.net.

- 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 engineering projects get delayed? - Chip co-designers break into chip supply chain [audio mp3="https://orionx.net/wp-content/uploads/2025/06/HPCNB_20250630.mp3"][/audio] The post HPC News Bytes – 20250630 appeared first on OrionX.net.

- Fault Tolerant Quantum Computer in 2029? - Quantum computing roadmaps, performance benchmarks, industry metrics, M&A - RIKEN and Fujitsu team up again for Fugaku.next, Japan's next-gen flagship supercomputer [audio mp3="https://orionx.net/wp-content/uploads/2025/06/HPCNB_20250623.mp3"][/audio] The post HPC News Bytes – 20250623 appeared first on OrionX.net.

- AMD MI350X and MI355X new GPUs - AMD ROCm 7.0 software - AMD Helios rackscale system - Fujitsu Monaka chip, - SIGHPC Travel Grants for SC25 - HPCGuru signs off [audio mp3="https://orionx.net/wp-content/uploads/2025/06/HPCNB_20250616.mp3"][/audio] The post HPC News Bytes – 20250616 appeared first on OrionX.net.

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 Shahin and Doug go through the list with their commentary and analysis as they go over the details, key takeawats, how continents, companies, and architectures fair, and cover the full suite of benchmarks: HPL, Green500, HPCG, HPL-MxP (AI), IO500, and MLPerf. [audio mp3="https://orionx.net/wp-content/uploads/2025/06/102@HPCpodcast_SP_TOP500_ISC25_20250610.mp3"][/audio] The post @HPCpodcast-102: TOP500 at ISC25 Conference appeared first on OrionX.net.

- French gov't to acquire Eviden - Made-in-China 5nm chips - WSTS semiconductor market forecast - Can AI end the world? Stephen Hawking's warning [audio mp3="https://orionx.net/wp-content/uploads/2025/06/HPCNB_20250609.mp3"][/audio] The post HPC News Bytes – 20250609 appeared first on OrionX.net.

- Nvidia Earnings - US Senators react to Nvidia's plans for facility in China - New compliant chips for China by Nvidia and AMD - Trade restrictions reach EDA software - Vertical integration reaches China: Sugon-Hygon merger - AMD-Sanmina split ZT Systems - DOE NERSC's “Doudna” supercomputer - UK-EU dial up supercomputer re-collaboration [audio mp3="https://orionx.net/wp-content/uploads/2025/06/HPCNB_20250602.mp3"][/audio] The post HPC News Bytes – 20250602 appeared first on OrionX.net.

- Big AI in hot pursuit of AGI and SI - Stargate plans for US center with 400K GPUs, other sites in Mid-East and Asia - Would Nvidia invest in PsiQuantum? - Photonic and silicon-based Quantum Computing line up - D-Wave rolls out new Advantage 2 - RISC-V turns 15, positions itself "as a pillar of digital sovereignty on the world stage" - ISC25 June 10th in Hamburg with 195 exhibitors from 31 countries [audio mp3="https://orionx.net/wp-content/uploads/2025/05/HPCNB_20250526.mp3"][/audio] The post HPC News Bytes – 20250526 appeared first on OrionX.net.

- Computex 2025 - NVLink Fusion, DGX Cloud Lepton - Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro - Jack Dongarra, US Leadership in HPC - Matrix Algebra, 64 bit precision - Chiplet Alliance, UCIe consortium - "Motherchip" vs. Motherboard [audio mp3="https://orionx.net/wp-content/uploads/2025/05/HPCNB_20250519.mp3"][/audio] The post HPC News Bytes – 20250519 appeared first on OrionX.net.

- SMIC, China's Semiconductor Industry - Cisco in quantum networking, quantum scale-out - HPSF.io open source HPC stack - The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists [audio mp3="https://orionx.net/wp-content/uploads/2025/05/HPCNB_20250512.mp3"][/audio] The post HPC News Bytes – 20250512 appeared first on OrionX.net.

- Japan's Rapidus 2nm chips - McKinsey's $7T datacenter forecast - Nvidia, trade restrictions, national competitiveness - Geoffrey Hinton's AI warning [audio mp3="https://orionx.net/wp-content/uploads/2025/05/HPCNB_20250505.mp3"][/audio] The post HPC News Bytes – 20250505 appeared first on OrionX.net.

- 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.