@HPCpodcast with Shahin Khan and Doug Black

- 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...

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 o...

- 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.mp...

- 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://ori...

- 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 MLP...

- 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/HP...

- 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 countr...

- 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...

- 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 .

- 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/...

- 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...

- 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://or...