The OrionX Podcast Channel
Big Ideas. Simplified.
Join the OrionX team and guests in lively discussions of Big Ideas in Tech, covering trends and products that can impact your investment decisions and change the technology options you consider.
HPC, AI
Join Shahin Khan and Doug Black, insideHPC’s editor-in-chief, in their weekly discussion of key technology trends that drive high performance computing and artificial intelligence.
Marketing
News and happenings in the world of marketing, from the board room to customer programs, with Shahin Khan and Doug Garnett of Protonik.net.
Podcasts
HPC News Bytes – 20250825
– 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
@HPCpodcast-103: Stanford AI Index 2025 w Nestor Maslej
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.
This year’s report is 456 pages covering a wide range of topics in eight chapters:
1) Research and Development
2) Technical Performance
3) Responsible AI
4) Economy
5) Science and Medicine
6) Policy and Governance
7) Education
8) Public Opinion
We discussed last year’s report in episode 85 on June 7th, 2024. We recommend that you listen to both podcasts to get a more complete view.
HPC News Bytes – 20250818
– 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
Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31
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:
– What AI Agent Swarm Coding is like
– Bitcoin Treasury Companies
– U.S. AI Action Plan
– Power Generation, Nuclear Energy
– Sovereign AI
HPC News Bytes – 20250811
– 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
HPC News Bytes – 20250804
– 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
HPC News Bytes – 20250728
– US AI Action Plan
– STMicro NXP MEMS sensors
– Nvidia H20, TSMC packaging capacity
HPC News Bytes – 20250721
– Top-20 AI Supercomputers
– 1-million-GPU systems
– Rapidus of Japan’s 2nm fab
– IBM Power11, Sypre accelerator
– HotChips conference
– CUDA for RISC-V
HPC News Bytes – 20250714
– 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!
Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30
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: AI Agent Swarm Coding, PCIe, UCE, Bitcoin, TOP500. Also introducing a new feature: “Lightning Round” which touches on megatrends that were not already covered, in this case: IoT, 5G, HPC, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum Computing, and Nuclear Energy.
HPC News Bytes – 20250707
– 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
HPC News Bytes – 20250630
– 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
Mktg_Podcast-53: Myths and Myth-takes
Myths and “Myth-takes”
– Customer is always right
– All good marketing must have case studies
– You must be data driven
– “jellybeans, espresso machines, and foosball make offices fun place to be…”
– Hire people who are smarter than you are…
– Great products sell themselves
– “The way to get started is to quit talking and begin doing.” – Walt Disney
– They have a PR problem
– Good ideas are a dime a dozen
– “Your most unhappy customers are your greatest source of learning.” – Bill Gates
HPC News Bytes – 20250623
– 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
HPC News Bytes – 20250616
– 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
@HPCpodcast-102: TOP500 at ISC25 Conference
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.
HPC News Bytes – 20250609
– French gov’t to acquire Eviden from Atos
– Made-in-China 5nm chips
– WSTS semiconductor market forecast
– Can AI end the world? Stephen Hawking’s warning
Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29
Analyst roundtable covering AI, HPC, Cloud, Quantum, Crypto, Fusion with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode: Dessert vs Forest company culture, Nvidia, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legislation, Bitcoin Lock Protocol, Fusion Energy, Liquid Carbon, Steve’s CryptoSuper Mining Report.
HPC News Bytes – 20250602
– 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
HPC News Bytes – 20250526
– 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