OrionX.net

- Huawei's Tau Scaling, LogicFolding: breakthrough or brilliant positioning? - China’s new tech disclosure strategy continues - Wafer-scale chips in China? - Snowflake’s $6B AWS deal and what it says about AI inference demand - The Return of CPU Computing - NVIDIA’s CPU-only Vera-based Supercomputer and the rise of agentic AI infrastructure - OpenAI math breakthrough and what it says about AI-assi...

- CHIPS Act awards for Quantum Tech - IBM foundry for superconducting quantum - Global Foundries factory for various quantum modalities - NSF X-Labs, other initiatives - Emergence of what might be called a National Discovery Infrastructure - Cerebras IPO - IPO Mania: SpaceX, OpenAI, Anthropic - ~$650B: Just 4 hyperscalaers's announced AI investments for 2026 - Intel + Tenstorrent acquisition rumor...

From Double-Wide Racks to "Deep Space RISC-V" - HPE Juniper Broadcom AMD Helios - OCP Open Rack Wide - Sale-up on Ethernet, UALoE - China signals strength - China’s Jiuzhang 4.0 photonic quantum computer - High Availability and "Rad-Hard” chips in space - NASA's New Radiation-Hardened AI Processor [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260518.mp3"][/audio] The post HPC N...

- Nvidia, Corning, big optical fiber deal - Optical computing - New MRC RDMA on Ethernet fabrics - MRC vs RoCEv2 and Infiniband - AMD strengths in GPUs and CPUs - Ocean wave energy for data centers [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260511.mp3"][/audio] The post HPC News Bytes – 20260511 appeared first on OrionX.net .

- Nvidia’s secret weapon - Why CPU-only supercomputers - China’s LineShine Supercomputer - Japan’s Fugaku.next [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260504.mp3"][/audio] The post HPC News Bytes – 20260504 appeared first on OrionX.net .

Olivier Ezratty , one of the most respected independent voices in quantum technologies, is the special guest of the @HPCpodcast in a lively, candid, and wide-ranging discussion of the state of the quantum industry. [audio mp3="https://orionx.net/wp-content/uploads/2026/04/108@HPCpodcast_ID_Olivier-Ezratty_Quantum-Computing_20260428.mp3"][/audio] The post @HPCpodcast-108: Olivier Ezratty on State o...

- Cisco Universal Quantum Switch - Co-Packaged Optics (CPO) enters real world deployments - CPO: AMD, NVDA, TSMC, Global Foundries - Vox checks in on Los Alamos use of AI for nuclear simulations [audio mp3="https://orionx.net/wp-content/uploads/2026/04/HPCNB_20260427.mp3"][/audio] The post HPC News Bytes – 20260427 appeared first on OrionX.net .

- DARPA HARQ Heterogeneous quantum architectures - HARQ program, IonQ, memQ - TSMC and ASML bullish on AI demand - Stanford AI Index 2026 insights - Global AI competition [audio mp3="https://orionx.net/wp-content/uploads/2026/04/HPCNB_20260420.mp3"][/audio] The post HPC News Bytes – 20260420 appeared first on OrionX.net .

- Intel Tesla Terafab - Intel Google CPU IPU - Fujitsu U. Osaka early-FTQC - Caltech data sample streaming for quantum computing in AI - UALink 1.0 Specs vs NVLink [audio mp3="https://orionx.net/wp-content/uploads/2026/04/HPCNB_20260413.mp3"][/audio] The post HPC News Bytes – 20260413 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: - GTC postview - Nem o tron vs Nem a tron - OpenClaw, Instar.sh - Social Media in Court - Modeling BTC Bubbles - Scientific Bitcoin Institute (BSI) - War-time Supply Chain - Memory shortage - ASML Backlog, SK Hynix order [...

- 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 3.5 bits... do I hear 1? - PrismML’s Bonsai-8B 1-bit LLM [audio mp3="https://orionx.net/wp-content/uploads/2026/04/HPCNB_20260406.mp3"][/audio] The post HPC News Bytes – 20260406 appeared first on OrionX.net .

- MadLibs of AI Cartoon by Marketoonist - Update on Doug's book on Complexity - Look how much I saved, Alastair Thomson's article - Borrowing from the future - Use of AI in weapons - Software is sticky, AI is software [audio mp3="https://orionx.net/wp-content/uploads/2026/04/Mktg_Podcast_056_AI_Complexity_Impact_20260403.mp3"][/audio] The post Mktg_Podcast-056: AI, Complexity, Impact appeared firs...

-Arm enters the chip business with Arm AGI CPU - Is AI inference increasing the CPU:GPU ratio? - Google’s TurboQuant algorithm - Data center energy efficiency - Bringing back a 2,000-year-old cement battery - India’s chip industry - TSMC's 2nm capacity crunch - $20B for a TeraFab ? [audio mp3="https://orionx.net/wp-content/uploads/2026/03/HPCNB_20260330.mp3"][/audio]   The post HPC News Bytes...

- GTC postview, list of announcements - GPUs and China - DoE $293m funding RFA for technology challenges - Volume on HPC-AI-Quantum co-design, call for contributions - Turing Award goes to QKD inventors, quantum cryptography pioneers [audio mp3="https://orionx.net/wp-content/uploads/2026/03/HPCNB_20260323.mp3"][/audio] The post HPC News Bytes – 20260323 appeared first on OrionX.net .

- GTC, G stands for growth - Nvidia’s historical and future market segments - Nvidia Nemotron agentic model, LPU team - Chipper clouds: Cerebras+AWS, d-Matrix+Gimlet Labs - AI’s next big thing? AMI’s "world model” JEPA - AMI’s massive $1B+ *seed* round - European AI companies - InsideHPC signs off [audio mp3="https://orionx.net/wp-content/uploads/2026/03/HPCNB_20260316.mp3"][/audio] The post HPC N...

- 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 rivals, and its customers - EuroHPC Summit 2026 postponed [audio mp3="https://orionx.net/wp-content/uploads/2026/03/HPCNB_20260309.mp3"][/audio] The post HPC News Bytes – 20260309 appeared first on OrionX.net .

- AI for military use; Anthropic, OpenAI, DoD - SambaNova: Intel partnership, new SN50 chip - GTC 2026 - Mobile World Congress 2026 [audio mp3="https://orionx.net/wp-content/uploads/2026/03/HPCNB_20260302.mp3"][/audio] The post HPC News Bytes – 20260302 appeared first on OrionX.net .

- 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 .

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: - Scientific Bitcoin Institute (BSI) - Bitcoin update - AI Agents, OpenClaw - Emergent abilities in AI - Memory shortage - Super Bowl ads, Sports tech - Social Media Bans [audio mp3="https://orionx.net/wp-content/uploads/2...

- "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 Comp...

- 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 accele...

- 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 .