HPC News Bytes – 20250324
– GTC25 Quantum Day
– Post-Quantum Cryptography guidelines
– Quantum Blockchain?
– NVMe-enabled HDD storage with SSD cache

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– GTC25 Quantum Day
– Post-Quantum Cryptography guidelines
– Quantum Blockchain?
– NVMe-enabled HDD storage with SSD cache
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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).
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– 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
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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!
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Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy.
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– TSMC $100B investment in Arizona Factories
– EuroHPC Project DARE using RISC-V
– Jülich 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
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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.
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– Government layoffs funding disruptions cause uncertainty and concern for scientific leadership
– Cat Qubits: AWS Ocelot, Alice and Bob
– ASIC vs GPUs vs Accelerators
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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 with oversight for Hyperion’s overall research and consulting efforts along with the firm’s HPC User Forum, which conducts conferences in the US and around the world throughout the year, Mark Nossokoff, Research Director and Lead Analyst for Storage and Interconnects and Cloud, and Bob Sorensen, Senior VP of Research, who focuses on Exascale, Supercomputing, Quantum, and other future technologies.
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.
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– Be Creative !?
– Complexity of success
– Repeatability of success
– SBUX re-success
– Nvidia continuous success
– AI vs. Search
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– 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
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– 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
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– “Big AI” land grab as private money dwarfs public funds
– Nuclear power for data centers
– New European-origin quantum system in Spain
– Softbank eyes Ampere
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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. They touch on HPC-AI market size, the impact of hyperscalers on AI, the future of leadership computing facilities (exascale.next), AI nationalism, DeepSeek AI, Nvidia’s leadership and challenges, the state of quantum computing, AI storage, optical computing and interconnects, and of course, Addison’s crossword puzzles features in The New York Times and Wall Street Journal! Make sure, especially, to look up the crossword puzzle in the Sunday Times of October, 30th, 2022.
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– DeepSeek, 1+5 lessons
– Rack Scale Arch redux, Intel GPU roadmap change
– LANL and OpenAI, national security apps, fully on-prem?
– Google and Kairos Power, Small Modular (nuclear) Reactors
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– Massive AI datacenter investments: $500B Stargate, $600B Saudi
– When datacenters can’t get bigger
– India enters the chip manufacturing market
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– CHIPS Act in Trump Administration
– Quantum Computing stocks
– Intel’s mystery acquirer
– HPE’s $1B win
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Datacenter power and cooling has rapidly emerged as a critical topic in HPC and AI. System roadmaps only point to additional requirements. Chris Orlando, Founder and Chief Strategy Officer of DDC Solutions joins us to discuss high density cooling, dynamic control, safety and compliance, and the enduring role of air cooling in the datacenter.
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.
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– China’s TOP100
– AI PCs, workstations, workgroup servers
– DataCenter Capacity Growth
– MPI ABI
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This is a great time to review what we learned at some of the key conferences that were held towards the end of last year. Adrian Cockcroft joins Shahin Khan and Doug Black to discuss 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. We recorded this episode just before the always-good Q2B conference on quantum technologies, which is mentioned here and will be covered in a future episode.
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– Beyond EUV lithography, LLNL, DOE
– ASML, GPUs, China, trade sanctions
– AI infrastructure build-out
– TSMC 2nm Chips in 2025
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– China, Advanced GPUs, Advanced AI
– High Tech companies pursue government contracts
– Neuromorphic chips, artificial fast neurons
– Farewell 2024, thank you @HPCpodcast listeners
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– Long-Thinking AI
– UALink + optical
– Arm-Qualcomm lawsuit
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We have a full house with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan with a “postview” of the SC24 conference, the latest CryptoSuper500 list, a snapshot of quantum computing, and the RISC-V Summit. They also discuss Bitcoin, AI vs. HPC, HPC in the cloud, liquid cooling, InfraTech, Interconnects, Optical Computing, OpenMP, PCIe, CXL, GPUs, CPUs, and energy efficiency and ESG.
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– 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
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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. A 25 year veteran of the technology industry, Ryan is Director of Managed Services at Penguin Solutions. He was previously a Director of Solution Services at Stratus, the continuous availability (fault-tolerant) systems company.
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.
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– Intel CEO Pat Gelsinger retires
– Marvell-AWS supplier alliance
– Chinese quantum computer Tianyan-504
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– 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
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When special guest Sam Brealey joined us in episode 38, as we discuss marketing strategy and execution, specially for small businesses, but we didn’t have enough time to go deeper into marketing for the small business. And there were several requests to do so. So we are delighted to have Sam again to have a hearty discussion of what it takes to market for small and medium sized businesses/enterprises (SMB/SME). We end with a discussion of the article Can I have your attention please?, by Sam Brealey and Max Stricker, originally published in WARC in February 2024. And yes, we also have the Cartoons of “the week”. Join us!
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– Supercomputing show SC24 moves closer to mainstream
– Hyperion’s HPC Market Sizing
– Huawei AI chips, trade restrictions
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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. It has 11,039,616 combined CPU and GPU cores and is based on AMD 4th generation EPYC processors with 24 cores at 1.8GHz and AMD Instinct MI300A accelerators. El Capitan relies on a Cray Slingshot 11 network for data transfer and achieves an energy efficiency of 58.89 Gigaflops/watt. This power efficiency rating helped El Capitan achieve No. 18 on the GREEN500 list as well.”
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.
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– Supercocmputing-24 conference starts today
– TSMC, CHIPS Act, semiconductor demand
– Sandia National Lab and Cerebras
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Special guest and a leading light of the HPC industry, Prof. Torsten Hoefler of ETH-Zurich joins Shahin and Doug in 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.
Torsten is a professor at ETH Zurich, where he directs the Scalable Parallel Computing Laboratory. He is also the Chief Architect for machine learning at the Swiss National Supercomputing Center, as well as a consultant for Microsoft on large scale AI and networking.
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– 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
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Special guest David Kanter of ML Commons joins Shahin Khan and Doug Black to discuss AI performance metrics. AI is everywhere and destined to run on everything from devices to big systems. So, in addition to the well-known MLPerf benchmark for AI training, ML Commons provides a growing suite of benchmarks and data sets for other aspects of AI such as inference, storage, and safety. David is a founder, board member of ML Commons and the head of MLPerf benchmarks. David has more than 16 years of experience in semiconductors computing and machine learning. He was a founder of a microprocessor and compiler startup. He was also at Astor Data Systems and has consulted for NVIDIA, Intel, KLA, Applied Materials, Qualcomm, Microsoft, and others.
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– India rising
– High Bandwidth Memory (HBM) in short supply
– Novel accelerator architectures
– CHIPS Act funds Extreme Ultra Violet (EUV) lithography technology in the US
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– Red Herrings, Strawmen, Slippery Slopes
– Tupperware, Nike, Starbucks
– Affiliate Marketing
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– 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
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– 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
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– 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
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– 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
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– Intel Xeon 6, Gaudi 3, MRDIMM, AMX
– Intel 3 Fab, TSMC, Samsung, Chip subsidies
– AMD Turin, AMD UDNA
– Quantum update
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The @HPCpodcasts Industry View feature takes on major issues in the world of HPC, AI, and other advanced technologies through the lens of industry leaders. Today, we discuss the CPU-Memory-I/O dynamics and the emergence of memory-centric architectures. We are joined by Patrick Caporale who is Executive Director, Distinguished Engineer, and Chief I/O Architect at Lenovo’s Infrastructure Solutions Group. Patrick has served in a variety of senior technical roles at Lenovo for the past 10 years, and for 20 years before that at IBM, leading into the Lenovo acquisition.
We touch on many topics including the CPU-Memory-I/O gap, memory-centric architectures, Non Von-Neumann architectures, NUMA, advances in I/O, computational storage, disk, tape, Ultra Ethernet Consortium, Ultra Accelerator Link, CXL, tiered storage, power and cooling, heat capture, and more.
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– AI-fueled M&A rumors: Intel, Qualcomm, Ampere
– Three Mile Island resurrected to feed GPUs for Microsoft
– Beyond GPUs lie specialized chiplets
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Last year about this time, we had the opportunity to discuss the state of HPC and the Aurora supercomputer with Rick Stevens and Mike Papka of Argonne National Lab. In the run up to SC24, we are delighted to do the same! Rick and Mike kindly carved out some time to join us for another wide ranging discussion.
We discuss Aurora, Exascale, AI, reliability at scale, technology adoption agility, datacenter power and cooling, cloud computing, quantum computing.
We’d like to encourage you to also listen to episodes 15 and 16 where we discuss AI in science with Prof. Stevens, and epsideo 75 referenced above, just before SC23.
Rick Stevens is Argonne’s Associate Laboratory Director for the Computing, Environment and Life Sciences (CELS) Directorate and an Argonne Distinguished Fellow. He is also a Professor of Computer Science at the University of Chicago. He was previously leader of Exascale Computing Initiative at Argonne.
Michael Papka is a senior scientist at Argonne National Laboratory where he is also deputy associate laboratory director for Computing, Environment and Life Sciences (CELS) and division director of the Argonne Leadership Computing Facility (ALCF).
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– Thought Leadership, Celebrity Culture
– Nike’s new ad: just win??
– Starbucks’s new CEO, digital channel
– Do you need all that data article by Alastair Thomson
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– Oracle Cloud’s 130K Blackwell plan
– AI inference battleground
– Storage for AI
– Rhea takes Jupiter to Jülich
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– 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
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– Nvidia Blackwell delays
– Inference champions
– AI regulations
– Supercomputing in Russia
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– 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
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We are delighted to have Dr. Mike Heroux as special guest 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.
Dr. Heroux is a senior scientist at Sandia National Laboratories and scientist-in-residence at St. John’s University in Minnesota. He’s been with both of those organizations for more than 25 years. Mike was also the ECP’s Director of Software Technologies. While that project has been completed, Mike’s software work has continued to receive funding. Earlier in his career, Mike was with SGI, and Cray. His focus is on all aspects of scalable scientific and engineering software for parallel computing architectures.
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The “big idea” in this episode is SimOps, an important shift in the industry. Three of the so-called “magnificent seven” (most valuable companies in the world) are already practitioners of SimOps and have helped shape the products that support it.
Peter Ungaro, one of the most celebrated captains of the supercomputing and AI industry, formerly the CEO of Cray, SVP and General Manager of HPC, AI, Mission Critical Systems, Edge, and HP Labs at HPE, and a board member of Simr, and Burak Yenier, CEO & Co-Founder of Simr, join Shahin Khan to discuss this emerging trend.
Just as DevOps helps traditional software development/deployment become more automated, productive, scalable, and much else, SimOps does the same for the digital workflow and dataflow associated with product engineering and scientific discovery. Whether you are designing golf clubs or smart goggles, a bridge, cars, planes, medical devices, or medicines simulation is the norm and defines the whole process. It will become even more important with the advent of Digital twins, which need to be realistic, which means they need to be built with more math, physics, chemistry, etc.
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– 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
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– UK Govt. cuts funding to exascale and AI projects
– Investment in AI inference rises
– AI models: open source vs. guardrails
– Will SC24 be the largest supercomputing event ever?
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Join Shahin and Doug for a lively discussion of resilience, crisis, and decisions, all motivated by the Crowdstrike cybersecurity event:
– This meeting could have been an email I wouldn’t read
– Resilience, Crisis Management
– Decision Making, Improvisation
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– Intel financial results
– Nvidia Blackwell delays
– Which programming language is most energy efficient?
– Discoveries led by exascale software
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– Nvidia to build GPUs specially for the Chinese market to comply with export control
– Morgan Stanley report projects 60,000 to 70,000 Nvidia AI racks in 2025
– China and TOP500, no new news
– NTT and U. Tokyo use Graphene Plasmon in pursuit of faster opto-electronics
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– ORNL’s RFP for post-exascale “Discovery” system
– Forced mate in 12 moves? New chess puzzle challenges engines
– Solid oxide fuel cell (SOFC) to power GPU Datacenter
– Keep your data for 5,000 years, anyone?
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– AI survey by S&P Global Market Intelligence commissioned by Vultr
– OpenAI proposes 5 levels of AI based on capability
– SoftBank acquires Graphcore
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The @HPCpodcasts Industry View feature takes on major issues in the world of HPC, AI, and other advanced technologies through the lens of industry leaders. Today, we discuss the design and deployment of large scale AI infrastructure: why AI at scale is such a critical need, where the challenges lie, and what it takes to do it right. We are joined by Jonathan Ha who is Senior Director of Product Management for AI at Penguin Solutions. Jonathan has been in the industry for more than 25 years has previously held senior positions in product management at Microsoft, AMD, and AWS.
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– SMIC Wafer Yields for Huawei Ascend 910B AI Chip
– Goldman Sachs Report on Gen AI ROI, Readiness
– New Startup Fuels Special-Purpose Chip Trend
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Special guest Mahta Emrani joins us to discuss the hot topic of AI and synthetic data for market research:
– AI will usher in fast, cheap, high quality research, right?
– It’s all about details and nuances
– Why do research?
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– Intel’s Silicon Photonics Milestone
– Intel’s 144-core-now-288-core-next-year Xeon Sierra Forrest CPU
– Quantum Advantage: Time vs. Space
– Microsoft Concludes Undersea Datacenter Project
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We are delighted to be joined by Christine Chalk, physical scientist at U.S. Department of Energy and federal program manager for the Exascale Computing Project (ECP) and the Oak Ridge Leadership Computing Facility. Christine is also responsible for budget formulation for Advanced Scientific Computing Research (ASCR) and management of the Advanced Scientific Computing Advisory Committee and the Computational Science Graduate Fellowship. Topics include the ECP project and what made it so successful, how policy turns into a budget, and the growing importance of the role of women in HPC.
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– GPU price wars?
– Rectangular wafers for more/bigger chips
– AI assistant for science
– AI Supercomputer in Japan, New exascale in the EU
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– New paper on “Managing extreme AI risks amid rapid progress” with an all-star author list
– Investments in Taiwan, Chip War
– AI Chip Landscape, Specialty AI Chips gain traction
– Where would AI datacenters fin energy? Fusion, Geothermal, Hydrogen Fuel Cells
– Apple Silicon in Datacenter?
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– Obsession
– Competition
– What Market Share?
– Hedgehog and Fox
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– Clinical trials for cancer fighting drug discovered by LLNL and BridgeBio
– Sandia and Submer say immersing the whole rack can get big power savings
– In defense of the CHIPS Act
– New paper “Scalable MatMul-free Language Modeling” promises low memory low power AI
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Shahin and Doug are joined by Nestor Maslej of the Stanford Institute for Human-Centered Artificial Intelligence (HAI) at Stanford University. He tracks the advancement of AI in his role as Research Manager and Editor in Chief of the annual Stanford AI Index and Stanford Global AI Vibrancy Tool. Nestor has degrees from Harvard and Oxford and is also a fellow at the Center for International Governance Innovation.
A 502 page report, the AI Index covers a wide range of topics in nine chapters:
1) Research and Development
2)Technical Performance
3) Responsible AI
4) Economy
5) Science and Medicine
6) Education
7) Policy and Governance
8) Diversity
9) Public Opinion
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– Computex-24, Nvidia Rubin, Nvidia Vera, AMD MI325X, AMD Turin
– Ultra Accelerator Link (UAlink)
– EU’s 2nd Exascale System at CEA France
– Is AI getting ahead of itself?
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– Techno-politics, China, TSMC, and ASML remote disablement
– CryptoSuper500 report on Bitcoin as Specialized Supercomputing
– X-ai says it will build AI supercomputer with 100,000 H100 GPUs
– AI regulations in EU go into effect next month
– Nvidia GPUs continue strong in earnings season
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– Hitting the target
– Starbucks, Mobile Orders
– It’s Not the Data
– Private Internal Communications?
– Faking AI Projects
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– Who will join the Exascale club next?
– Nvidia “paints it green”
– Other AI chips impress
– Student Cluster Competition winners
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The new TOP500 at ISC24 conference is here with a new addition to the Exaflop Club, a new HPL-MxP (AI) champion, new top three in Green500, and also a look at HPCG, the difficult benchmark that usually sets the lower bound of system performance. Tune in as Shahin and Doug go through the list with their commentary and analysis.
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– ISC24 conference begins today
– Substantial investments in Quantum Tech continue
– Geopolitics of chips and scenario planning around TSMC, again
– Electricity shortage and grid capacity for AI datacenters
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Reminiscent of the so-called “Attack of Killer Micros” which heralded the arrival of microprocessors in the early 1990s, the “Attack of Killer Chiplets” and similar technologies like Coarse-Grain Reconfigurable Arrays (CGRA) are coming to enable specialized architectures, re-define computing, and provide new avenues for advancing supercomputing speed and energy efficiency.
Special guest and last year’s ISC-2023 program chair John Shalf joins Shahin and Doug to discuss the rise of specialized architectures in the Post Moore’a Law era. This is a topic John will discuss at Wednesday night’s keynote at the ISC conference in Hamburg, Germany next week. John is department head for computer science research at Lawrence Berkeley National Laboratory (LBNL). He formerly was CTO at the National Energy Research Supercomputing Center (NERSC).
John is a coauthor of over 60 publications in the field of parallel computing software and HPC technology, including three best papers and the widely cited report “The Landscape of Parallel Computing Research: A View from Berkeley” (with David Patterson and others). He also coauthored “ExaScale Software Study: Software Challenges in Extreme Scale Systems,” which sets the Defense Advanced Research Project Agency’s (DARPA’s) information technology research investment strategy for the next decade. He was a member of the Berkeley Lab/NERSC team that won a 2002 R&D 100 Award for the RAGE robot.
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– ASML and US-China Trade Wars
– Tik Tok Ban Bill in the US
– Intersect360 HPC-AI Market Size in 2023
– Women in HPC at ISC24
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Cristin Merritt joins Shahin and Doug to discuss Women in HPC (WHPC), its goals and mission, six lessons learned about “moving the needle” on the organizational transformation that is needed to address lack of diversity, equity, and inclusion (DEI), and the activities planned by International Supercomputing Conference (ISC) and WHPC for the ISC24 conference to be held in Hamburg, Germany next week from May 12–16.
Cristin is Chief Marketing Officer (CMO) at Alaces Flight, a UK-based advanced computing and HPC class systems integrator and service provider. She is also the a leader of the Women in HPC organization where her official title is business manager. WHPC operates 28 chapters and affiliates around the world.
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– Infra-Tech, Datacenter Shortage of Parts, Property, and Power
– AI winter, AI bubble, dot-AI bust
– Trade bans, Chain of Custody
– Sandia National Lab’s Hala Point Neuromorphic Supercomputer
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– Eclipse-like markets
– Featuring your competition in your ad?
– Chevy Nova’s naming myth
– Math and Marketing
– The Seinfeld-Bergman Spectrum!
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– New supercomputers at Los Alamos and France-CEA
– Stanford AI Index Report
– Bitcoin Halving
– Argonne-UIC Crabtree Institute for Discovery and Sustainability
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– Intel Vision 2024 Event, Intel Gaudi 3, Xeon 6
– Meta MTIA accelerator chip
– Nvidia GPU shortage easing
– Category Theory, Categorical Deep Learning, Geometric Deep Learning
– China economic growth plans, high end manufacturing industrial policy
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– TSMC Arizona back on schedule
– Dutch government support for ASML
– Intel Foundry profitability
– TSMC expands CoWoS capacity
– SK Hynix $3.9B for Indiana HBM fab and R&D with Purdue
– Quantinuum and Microsoft show major improvement for qubit fidelity
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Special guest JP Castlin joins us as we discuss a broad set of topics:
– Did you say “Praxis”?
– Strategy and Marketing
– Apple and DOJ
– Amazon’s Frequency of Sale Events
– Marketing and Math
– Efficiency and Resilience
– Strategy and Change
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– Microsoft OpenAI $100B Stargate supercomputer
– Eviden winning deals, growing and hiring
– Alibaba RISC-V datacenter chip
– Linear Pluggable Optics Multi-Source Agreement, LPO-MSA
– Nvidia banning CUDA translation software like ZLUDA
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What does a supercomputer center do when it’s operating two systems on the TOP-10 most powerful computers? Well, it starts planning for what’s next. The center is Oak Ridge National Lab (ORNL), and that’s exactly what it is doing. We caught up with Matt Sieger, Project Director for the 6th iteration of the Oak Ridge Leadership Computing Facility (OLCF-6) to get a glimpse of the project, its objectives, status, and timelines.
Meet Discovery, the supercomputer that is being planned to succeed Frontier (the current #1 at 1.19 exaflops in 64 bits) while Summit (the current #7 at 148.8 64-bit petaflops) continues to work alongside it.
With a Ph.D. in Physics from the University of Illinois at Urbana-Champaign and stints at the Pacific Northwest National Laboratory (PNNL), Intel’s fabrication facilities in Portland, Oregon, and a Knoxville-based startup as Chief Software Architect, Matt joined ORNL in 2009. He moved to OLCF as Deputy Project Director for the Frontier project in 2018, and was selected to lead the effort to procure the successor to Frontier in 2021.
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– Nvidia GTC24
– Intel fab and US CHIPS Act
– Who isn’t in the Ultra Ethernet Consortium?
– Samsung HBM-or-GPU blend
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Live from Nvidia GTC24 AI-everywhere show, Doug and Shahin get together in the usual coffee-shop-chat style of the @HPCpodcast. They cover the wide range of announcements made by Nvidia, discuss the contrast between the Nvidia model and some other players, and share some color on the event itself.
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– European AI Act
– 5nm Cerebras Wafer Scale Engine 3
– A faster matrix-multiply algorithm?
– Meta’s GenAI Infrastructure
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– IndiaAI Mission, including a 10,000-GPU supercomputer
– Countries court chip manufacturers for local fabs
– AI value-chain consolidation from fabs to apps to clouds
– Atos spinout of Eviden caught in financial complexity
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– Customer experience in the digitized markets. Where’s the competition?
– Marketing-Finance Alignment
– Poetry! What do you lose when you analyze? What’s missing when you synthesize?
– Kicking the can on conversion
– Dune merch?
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– GPU Shortage, HPE, Dell Financial Results
– GPU allocation: CSP, On-prem, AI PCs, Embedded AI
– Chip Capacity, Intel Fabs in Germany, Japan Advanced Semiconductor Manufacturing
– Singapore AI program, Mid-career Training
– AI business justification, AI talent shortage
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– Intel Foundry Event, “Systems Foundry” Era
– Nvidia Earnings,Valuation, AI Learning vs AI Inference, In-Memory Computing for AI
– HPC in Space, Data Centers on the Moon
– ISC-24 Conference
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– AI Security, Safety, Containment, Governance
– U.S. AI Safety Institute Consortium (AISIC)
– Running CUDA Apps On ROCm
– Exascale software linear algebra software library
– Chinese chipmaker Loongson tapes out 16-core DragonChain-powered CPU
– Photonic computing chip at University of Pennsylvania
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– Marketing Mix, can you brand, nurture, activate, sell all at the same time?
– Marketing of Apple Vision Pro
– Market Research, Quantitative, Qualitative, pitfalls
– Strategy, Change Management, Praxis
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– Honda taps Cadence Design System digital twin supercomputer for CFD, air taxi R&D
– Chip news: Nvidia, TSMC, SKHynix, IBM AIU, OpenAI
– Kathy Yelick to Deliver ISC 2024 Keynote on Post-Exascale Computing
– Google settles with Singular Computing over claims of stolen AI chip tech
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– Argonne National Lab’s Nexus Integrated Research Infrastructure (IRI)
– Delays in Intel’s Fab in Ohio, CHIPS Act
– Mitchel Institute report on Quantum Information Science and Technologies
– Controlling Emergent AI, High Calory Data
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Bitcoin ETF and Bitcoin halving have fueled renewed excitement in the cryptocurrency world and it is time to catch up with the state of the market again. Dr. Stephen Perrenod joins Shahin Khan to go over the latest hot topics: Wall Street entering the Bitcoin market with about a dozen Bitcoin Exchange Traded Funds (ETF), the upcoming halving of newly minted Bitcoins, and the state of Central Bank Digital Currencies (CBDC).
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– Italy’s Eni Acquiring 600 PFLOPS System
– Intel’s Advanced Fab in New Mexico, UMC partnership
– NSF’s Advanced Computing National AI Research Resource Pilot
– D-Wave’s 1,200+ Qubit Advantage2 Prototype
– IonQ’s 35 algorithmic qubit system
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Special guest Sam Brealey joins us as we discuss marketing strategy and execution, specially for small businesses, “pivot to video, and AI in marketing. Cartoon of the week on marketing (or is it sales?) strategy kicks off the discussion. Join us!
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We discuss the state of Quantum Information Science with our special guest Dr. Travis Humble, a global authority on the subject, director of the Quantum Science Center, a Distinguished Scientist at Oak Ridge National Laboratory, and director of the lab’s Quantum Computing Institute. QSC is a partnership funded by Department of Energy comprised of leading academic institutions, National Labs, and corporations. Dr. Humble is editor-in-chief of ACM Transactions on Quantum Computing, Associate Editor for Quantum Information Processing, and co-chair of the IEEE Quantum Initiative. He also holds a joint faculty appointment with the University of Tennessee Bredesen Center for Interdisciplinary Research and Graduate Education. Please join us for an insightful discussion of quantum technologies and their impact on supercomputing and scientific discovery.
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– Synopsys to Acquire Ansys
– Meta is spending billions on Nvidia chips
– OpenAI CEO raising billions to build new chips and new chip factories
– Pawesey selects QuEra, US Geological Survey selects Q-CTRL, Quantinuum Raises $300M
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– RIKEN Hybrid Quantum-HPC Platform with Quantinuum
– Google in $1.67B AI Chip Patent Infringement Trial
– Crack in Cloud Egress Fees
– ORNL Post-Exascale RFP for next generation OLCF-6 to be delivered in the 2027 time frame
– HPE Acquires Juniper Networks
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– Intel 4 fab, IDM 2.0, Ericsson
– CXL, Samsung, Red Hat
– AI startup funding
– Quantum Key Distribution (QKD) landscape
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– Moore’s Law slows down, Intel, TSMC
– TSMC 1nm Chips, Arizona plant
– Huawei results, Mate 60 Pro smartphone, Kirin 9000S chip
– DARPA US2QC, PsiQuantum, Microsoft
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2023 Year in Review is our annual special edition as we look back at one of the more eventful years in recent history for HPC, AI, Quantum Computing, and other advanced technologies. The list below includes time stamps (in minutes and seconds) and the associated topic in the podcast.
02:00 – HPC
03:45 – AI
08:03 – Metaverse
12:01 – Chips, GPUs, Accelerators
14:00 – GPU Competition
14:00 – GPU Competition
15:46 – Open Source
17:54 – Aurora Supercomputer
20:21 – TOP500
20:55 – Cloud in TOP10
21:53 – China
24:15 – Europe
25:55 – Quantum Computing
30:12 – Photonics
31:35 – Cryptocurrencies
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– EU Exascale, HLRS, MareNostrum Inauguration
– Neuromorphic AI gets active
– ASML’s 1st High-NA EUV system goes to Intel
– Argonne’s Bimetallic All-optical Switch
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– Intel launches Gen-5 Emerald Rapids
– New York State’s own “Chips Act”: $10B for NanoTech Complex with IBM, Micron, others
– Quantum Computing market size from Hyperion Research
– AI “Benchmarketing”: Nvidia takes AMD’s bait
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– Cartoon: your product v. pictures of cats
– Agency/freelance pricing models
– How do you define quality?
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– AMD MI300 availability as AI Chip Party heats up
– Q2B Silicon Valley quantum conference update
– Linux foundation’s High-Performance Software Foundation and DAOS Foundation
– Int’l consortium for trustworthy and reliable generative AI models for science
– EU agrees landmark deal on regulation of AI
– ISC Submission Deadlines extended
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– Cartoon: Ven diagram
– What’s the value of Time? of Experience? Creativity? Luck?
– Do you like your customers?
– Marketing Supercomputers, case study
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– Why would The New Yorker cover HPC technologies?
– Open Benchmark Council’s TOP100 lists
– Intel as one of the largest customers of TSMC’s high-end fab?
– Digital Twins for hyropower at ORNL and PNNL
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Adrian Cockcroft joins us again after SC23 to discuss TOP500 trends, the AI-HPC crossover, liquid cooling, chiplets, and the emergence of UCIe and CXL advancements. Be sure to listen to previous episodes with Adrian; Episode 36 on HPC in cloud and sustainability data and Episode 55 on decarbonization and ESG.
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– NVIDIA Ethernet push with Dell, HPE, Lenovo
– Research and Engineering Studio on AWS
– Latest on Chinese exascale
– HPC-Quantum integration: Riken’s Fugaku + NTT Ei and Simulated systems
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– SC23 stats
– Exascale update and future
– Raft of new chips
– Quantum Village at SC23
– UCIe, PCIe, Ultra Ethernet
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We provide details and our analysis of the latest TOP500 list of the most powerful supercomputers in the world. This round sees quite a shake-up in the top 10 and reveals interesting changes in the market.
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– SC23 Starts, TOP500 later today
– Storage at Scale, DAOS, Aurora, Linux Foundation
– Sandia National Lab and DDN
– TSMC 1.4nm, SMIC financials
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As SC23 approaches, we were fortunate to catch up with Rick Stevens and Mike Papka of Argonne National Lab for a wide ranging discussion. In addition to an update on the Aurora supercomputer and TOP500, we also discuss the need and challenged of building a national exascale capability, developing teams and bench strength, the risks and opportunities of AI for science and society, the trend towards integrated research infrastructure (IRI), and what’s next for the exascale initiative. We’d like to encourage you to also listen to episodes 15 and 16 of this podcast where we discuss AI in science with prof. Stevens.
Rick Stevens is Argonne’s Associate Laboratory Director for the Computing, Environment and Life Sciences (CELS) Directorate and an Argonne Distinguished Fellow. He is also a Professor of Computer Science at the University of Chicago. He was previously leader of Exascale Computing Initiative at Argonne.
Michael Papka is a senior scientist at Argonne National Laboratory where he is also deputy associate laboratory director for Computing, Environment and Life Sciences (CELS) and division director of the Argonne Leadership Computing Facility (ALCF).
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Karl Freund, founder and principal analyst at Cambrian-AI Research joins us to discuss the, well, “Cambrian explosion” that we are witnessing in AI chips, the general state of the AI semiconductor market, and the competitive landscape in deep learning, inference, and software infrastructure in support of AI. Karl has a deep background in HPC and AI, having served in executive roles at Cray, IBM, AMD, and Calxeda, a pioneer of Arm-based system-on-chip (SoC) for servers. Karl is a frequent contributor to Forbes.
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– UK Summit on AI, AI Supercomputers in the UK
– US Presidential Executive Order on AI
– Peter Ungaro on full episode of @HPCpodcast
– Intersect360 Market Update
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In this episode of Industry View, we are delighted to have a rare opportunity to catch up with none other than Pete Ungaro, long time luminary and admired leader in HPC/AI. Mr. Ungaro is a globally recognized technology executive, among the “40 under 40” by Corporate Leader Magazine in 2008, and CEO of the year by Seattle Business Monthly for the year 2006. He was most recently SVP/GM of High Performance Computing (HPC), Mission Critical Systems (MCS), and HPE Labs at HPE. Previously, he was president and CEO of Cray Inc. until its acquisition by HPE. Prior to joining Cray in 2003, Mr. Ungaro served as Vice President of Worldwide Deep Computing Sales for IBM.
In this episode of Industry View, we cover the Cray journey as it became the clear winner in exascale systems, the HPE acquisition, the challenges of delivering a new extreme-scale system during COVID, a look at HPC software, storage, power and cooling, and quantum computing, the opportunities and challenges of AI, and the geopolitics of high tech.
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– Cartoon of the week: double feature
– Are movies getting longer?
– Self Organizing Units, micro metrics for micro management
– Even the best companies face complexity
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– SC23 Conference “all in” with Streaming
– Intel Financials, On-track with Fab, Progress in AI
– Quantum Computing Round-up, Still Early Days
– Oxide Computer All-Custom Cloud Computer
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Vanessa Sochat and Alan Sill ,the creators of the HPC.social project join us as we discuss the broad HPC/AI community and their efforts to enable it digitally through a broad multi-channel platform that includs Slack, Discord, Mastodon, GitHub, a jobs board, a community map, and the effort’s main site HPC.social.
The HPC community has grown but continues to have a very special tight-knit feel to it, as if everyone knows everyone else. While ISC, SC, and other conferences physically bring HPC (and increasingly AI) practitioners together, the digital community has been scattered and evolving. The work led by Vanessa and Alan puts a welcome focus on this digital aspect of the HPC community.
Vanessa is a computer scientist at Lawrence Livermore National Lab. She is a software engineer working with the converged computing team mapping out the space between cloud and HPC, both technologically and culturally. Previously, she worked in research computing at Stanford where she earned a PhD in biomedical informatics, and she was a researcher at Duke University where she earned a degree in psychology and neuroscience. Alan is managing director of the High Performance Computing Center at Texas Tech where he has also been a professor of physics and where he has been for 31 years. He is also co-director of The National Science Foundation’s Cloud and Autonomic Computing Center and is president of the Open Grid Forum. Alan has an extensive background in distributed and grid computing.
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We are starting a new feature, looking at HPC, AI, and other advanced technologies through the lens of industry leaders. In this episode, we have the pleasure of a very lively conversation with Alain Andreoli, a longtime luminary of HPC and IT. Mr. Andreoli was with HPE for more than 7 year where he served as group president and EVP of the Hybrid IT Group, helping shape HPE’s strategy for HPC including the acquisition of SGI in 2017. Earlier he was at Sun Microsystems where he was president of the European operations. He was also a senior executive at Ntt, Oracle, and Texas Instruments.
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– HPE Cray at Crusoe Flared Gas Data Centers
– IBM NorthPole AI Chip
– TSMC financials: AI, 3nm, Inventory
– AI Frenzy, AGI, Brain Waves as Input
– Exascale, Aurora, TOP500
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From the early days of supercomputing through the stellar success of the Exascale Project, few HPC luminaries have played such an integral and leadership role in supercomputing as Dr. Paul Messina. So as we look at the annual observance of the Exascale Day on October eighteenth, we were delighted to get a chance to discuss the journey to Exascale with someone who has led and overseen 10 orders of magnitude in performance improvement. Dr. Messina’s distinguished career dates back to the early 70s. After earning his PhD at the University Of Cincinnati, Paul joined Argonne National Lab in 1973. He was involved in building programming language for the original Cray 1. At CalTech, he was the director of the Center for Advanced Computing Research. In 1998 to 2000 he led the DOE-NNSA Accelerated Strategic Computing Initiative (ASCI) program which was at the heart of DOE’s Science Based Stockpile Stewardship strategy and a significant catalyst for supercomputing innovation. Dr. Messina was also the first director of the Exascale Computing Project (ECP) starting from 2015 until late 2017.
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– China Exascale Investment
– Samsung 3nm, Intel, TSMC
– Exascale Day
– Women in HPC, Why Women Stopped Coding
– GPU Shortage and Competition, Nvidia H100, AMD MI300, Intel Gaudi-2
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– 1st Exascale Supercomputer in Europe
– Hyperion Rseaech Survey on the use of LLMs in HPC
– AD Little report on Quantum Computing myths and opportunities
– Human Immortality in 2030
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– Buzzword Density
– Critics as Media
– J&J’s New Logo
– Emergent Phenomena, Self-Organization in Marketing
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– AMD’s Lisa Su at the Code Conference Discusses Generative AI, MI300, Open Strategy
– EUV armed Intel-4 Fab in Ireland Starts Volume Production
– AI Impact on Jobs, Case in the Legal Field
– Supercomputing Conference coming: SC23, Denver, Nov 12-17
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– Intel Gaudi2, Collaboration with Dell, Satability AI
– Samba Nova SN40L, LLMs
– Air Force Research Lab 12 PFlop System
– Small Modular nuclear Reactors (SMRs)
– CHIPS Act: DOD $238m award for Microelectronics Commons Regional Innovation Hubs
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– Is anything wrong with Net Promoter Score (NPS)?
– Surprising customer reaction to IKEA’s store layout
– Complexity, and why Doug is writing a book about it
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– Intel Innovation Event, FPGA, Open Source
– AI-Oriented Papers in Science
– Arm IPO and Strategic Shift
– AMD EPYC 8004
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Special guest David Barkai discusses his new book, Unmatched: 50 Years of Supercomputing. Dr. Barkai is a 50 year veteran of the HPC community whose new book chronicles the extraordinary progress of supercomputing over the past half century, and how HPC emerged as a “powerful demonstration of our relentless drive to understand and shape the world around us.” David entered HPC shortly after receiving a PhD in theoretical physics and has focused on relationships between applications and architectures. He served at several technology companies during their heydays such as Control Data, Floating Point Systems, Cray Research, SGI, and others along with stints at NASA Ames and Intel. Unmatched the book is broken up into five decade-long epochs defined by the system architectural themes of “big iron” vector processors, multiprocessors, microprocessor, clusters, and accelerators and cloud computing. The final part of the book examines key issues of HPC and discusses where it might all be headed. We were delighted to host David and have the excellent conversation that ensued. Join us.
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– NVIDIA TensorRT-LLM
– Honeywell Leverages Quantum Computing Encryption Keys
– TSMC Silicon Photonics
– Microsoft Copilot AI Indemnification
– HPC Forum Tuscon
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– Competence v. Confidence v. Complexity
– Bad Data v. Bad Attitude
– AI-Generated Content’s Copyright and DRM
– Strategy v. Change Management
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A change in distribution policy by Red Hat started the biggest open source controversy in years. We continue our coverage of this topic with Mike McGrath, whose two blogs from Red Hat in late June announced the company’s new policy. Mike is Vice President of Core Platforms at Red Hat where he leads the development of Red Hat Enterprise Linux (RHEL) and related platforms. He has been at Red Hat for nearly seventeen years and in the IT industry since 2004.
Our coverage started with special guest Joe Landman, and then with Greg Kurtzer of CIQ. Be sure to listen to all three episodes to get a full perspective on the various issues and nuances, and there are a few, including how the Open Source community has changed, how the software supply chain in Open Source has worked and why it is now a point of contention, and in what happened to Free Open Source Software (FOSS).
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– Google Cloud with TPU v5e and Nvidia H100
– Arm Neoverse Compute Subsystem
– ETH’s Torsten Hoefler now also CSCS Chief Architect for Machine Learning
– @HPCpodcast: Greg Kurtzer on Red Hat and the RHEL Source Code Controversy
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The Linux open source controversy was kicked off about two months ago when Red Hat announced it was changing access to Red Hat Enterprise Linux source code. This has thrown the open source community into a major disruption. We discussed this in a previous episode with our special guest Joe Landman. We also spoke with Greg Kurtzer of CIQ and Mike McGrath of Red Hat to get their perspectives.
This episode is our conversation with Greg Kurtzer, founder and chief executive officer of CIQ. He’s a 20+ year veteran in Linux open source and HPC. His focus has been on designing scalable architectures for performance-intensive computing while working for the US Department of Energy and holding a joint appointment to UC Berkeley. Greg has led several large open source projects such as CENTOS Linux and its successor Rocky Linux. Related to this conversation is a new industry alliance led by CIQ, Oracle, and SUSE called the Open Enterprise Linux Association. Stay tuned for an in-depth discussion with Mike McGrath of Red Hat.
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– Gartner predicts accelerated growth for CDI
– MPI ABI to simplify parallel apps
– AMD buys AI software Mipsology, pointing to where chip companies will seek use cases and growth
– HPC in the Cloud gets “recycled”
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– The unicorn Barbie
– Sequels v. One-Time Phenomenon v. Fresh New Material
– Bad Ads? Who’s to say?
– Complexity, the book Doug is writing
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– Intel calls off Tower Deal
– HotChips Conference Preview
– GPU Shortage as AI Leadership Grows in Importance Globally
– Samsung 4nm Chip Factory in Texas with Groq as 1st customer Projected for 2nd Half of 2024
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– Linux Wars continue: Oracle, SUSE, and CIQ form Open Enterprise Linux Association
– China’s tech companies place $5 billion of orders on US chips
– Intel improves hardware for on-chip AVX (or APX) vector instructions
– 2023 Gordon Bell Prize Finalists also point to TOP500
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– Cookies and “sketchy data”
– WARC WARNS: AI for Market(ing) Mix Modeling
– GM’s new CMO hailing from digital; and CVS?
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– Domain Specific Architecture (DSA) – McKinsey Report
– Intel Expands in Oregon, its biggest site
– Photons are coming: PCIe over optical
– Oak Ridge QC Hat Trick: Singlet Fusion simulation of linear H4 molecule w Quantinuum
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The Cambrian explosion of AI chips has made it hard to tell what chip is good for what. Venkat Vishwanath, Data Science Team Lead at the Argonne Leadership Computing Facility (ALCF), and a Gordon Bell finalist, joins us to discuss the ALCF AI Testbed. Currently working with systems such as Cerebras, Graphcore, SambaNova, Habana, Groq, Untether, Tenstorrent, Esperanto, and others, the Testbed evaluates accelerators from a usability and performance standpoint.
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Why is technopolitics a good lens? Technology has always had a big impact on geopolitics and global competitiveness. What’s special now?
A major topic that we’ve wanted to cover for a few years is technopolitics. The impact of technology on national competitiveness, and therefore on policy and supply chain, is growing. We see that in the global gold-rush frenzy towards advanced technologies: exascale supercomputers, quantum computing, AI, space tech, biotech, robotics, and so on. The first question is: what’s different now? Over the course of history, technology has always had a big impact on geopolitics, on human condition, on global competitiveness. So what’s special now? Join us!
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– AWS p5 instance with Nvidia H100 and AMD Milan
– TACC Stampede-3 mini Aurora plus Omni-Path
– Micron 8-high 24GB HBM3
– Cineca’s “White Space” building infrastructure
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– Ultra Ethernet Consortium (UEC)
– Meta Microsoft Llama 2 Open Source AI
– NTT Tokyo Tech 300 GHz 6G
– 64-way Cerebras CG-1 system with G42 Group
– NREL grid optimization with quantum tech and Atom Computing
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– SC23 registrations open
– Export control
– Linux wars continue
– Chiplet scale-out, or is it cloud?
– Quantum Computing calculates tackles the hydrogen molecule (H2), it’s a start
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Cartoon of the weak is about bad marketing and so we have to discuss the role of marketing and the importance of alignment between CMO and CEO, then it’s the unfolding social media wars with Meta’s new Threads app and Twitter, and the complications that can arise from Direct to Consumer (DTC) marketing. We end with Data-is-Oil and how crude data, like crude oil, must be refined and out to use before it has high value at smaller volume.
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Dr. Joe Landman joins us to discuss how the open source OS community has found itself in the middle of the kind of Linux wars that can change the industry. The recent firestorm in the Linux world erupted when Red Hat changed the access mechanism and distribution rights of the Red Hat Enterprise Linux. We unpack what happened, who it affects, and how the landscape might change. Joe has been a business and technology leader, a hands-on engineer and architect, and a data analyst and researcher. A computational physicist by training he has was one of the early pioneers of custom and accelerated systems. Read his blog on this and other HPC software here.
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New in the @HPCpodcast, a weekly news show, 3-5 min, on important industry news.
– LLNL El Capitan
– LLNL Director Kim Budil named as one of the Most Creative People in Business for 2023 by Fast Company
– Inflection AI’s 22k GPU system
– NYS DFS AI
– Intel & Nvidia collaborate on Confidential Computing
– Photonics News
– Linux Wars
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Mark Himelstein, CTO of RISC-V joins us to discuss the latest developments with the RISC-V instruction set architecture (ISA) and its growing community and footprint. Topics include HPC type use cases from sensor to supercomputer, achieving customization without loss of compatibility, AI and its impact on chips and systems, and the question on everyone’s mind: when do we see RISC-V in servers and supercomputers!
You may also be interested in Shahin’s conversation with Mark in August 2020 and see how things have evolved.
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What’s the latest in quantum computing? Special guest Bob Sorensen of Hyperion Research joins us again to discuss market growth, customer sentiment, recent advances in noise management, applications, and the geopolitics of quantum computing.
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Cartoon of the week leads to the looming rise of AI and what it means for marketing and how businesses should be responding to the new technology in a way that serves them. Then it’s time to discuss Product, the first of the 4 Ps of marketing.
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University of Delaware Professor Sunita Chandrasekaran joins us to discuss exascale software, directive based parallel programming, the emergence of research software engineering as a career, what AI will mean for the industry, and the importance of communication and community among teams.
This episode is sponsored by Lenovo.
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A look back at ISC23 including quantum computing, EuroHPC, the future of Supercomputing with a backdrop of Integrated Research Infrastructure (IRI), AI, and Cloud, and whether we are living in times when “everybody” is a systems company.
This episode is sponsored by Lenovo.
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The Cart (cartoon) of the week is about data and instigates a big discussion about complexity of marketing data leading to a future when “Driverless Marketing” might become a reality. The noble goal of moving your brand towards more inclusivity did not work out as planned for Anheuser–Busch. We end with a discussion of quotes and memes that have their heart in the right place but are too sweeping for their own good and make it sound like “you had to be there”!
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Doug is in Hamburg, Germany for the ISC23 conference where the 61st edition of the TOP500 list has just been published. 30+ years of systematic data on the highest performing computer architecture and configurations is a treasure trove and we look at the top line insights from this installment, including the GREEN500, HPCG, and the AI-inspired mixed precision benchmark HPL-MxP.
This episode is sponsored by Lenovo.
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This episode starts to look at HPC software and its convergence with traditional enterprise IT software. We cover the evolution of software through phases of IT, the roster of relevant HPC software from development environment to system administration, and end-user requirements, and traditional and emerging applications. Future episodes and guests will focus on various aspects of HPC software.
This episode is sponsored by Lenovo.
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Liquid cooling in supercomputing came up in our last episode on decarbonization and environment, sustainability, and governance (ESG). We cover liquid cooling in this episode: everything from chilled doors to direct-to-chip, immersion cooling, vapor chambers, and even under-water data centers.
This episode is sponsored by Lenovo.
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We caught up with Adrian Cockcroft again, this time to discuss the growing importance of, and the HPC market’s efforts towards, decarbonization, the use of renewable energy, and meeting environment, sustainability, and governance (ESG) objectives.
This episode is sponsored by Lenovo.
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Tim Crawford, CIO Strategic Advisor and founder of research and advisory firm AVOA, joins us in a discussion of generative AI, data sources, emerging uses of AI in the enterprises, and the complexities of managing and regulating AI.
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The Cart (cartoon) of the week is about mis-targeted ads despite all the data that online services have about their users. The challenges of Tupperware, the company that pioneered food storage containers, is next, and we end with a discussion of ethical marketing and a call for examples of successful and ethical marketing, as a counterbalance to too many stories where misbehavior is tolerated and even viewed as clever.
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Post-Exascale Computing for the NNSA (National Nuclear Security Administration) is the subject of a new report by a distinguished working and review committes comprised of notable supercomputing experts. The report examines the trajectory of high-end supercomputing to date, future needs, emerging technologies, advances in scientific disciplines and computational methods, and the workforce, industry partnerships, and roadmap necessary for successful deployment. We bring you a summary of the report’s key findings and recommendations. @HPCpodcast is delighted that two of the panelists were guests of this show in recent months.
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We discuss Silicon Photonics with Keren Bergman, the Charles Batchelor Professor of Electrical Engineering, Faculty Director of the Columbia Nano Initiative, and Principal Investigator of Lightwave Research Laboratory at Columbia University. Prof. Bergman is the recipient of the 2016 IEEE Photonics Engineering Award and is a Fellow of Optica (Optical Society of America) and IEEE.
The wide range of topics includes: Silicon Photonics vs. Fiber Optics used in telecommunications, the use of photonics c0mmunication vs. computation, what aspects of light are used to achieve efficiencies, packet switching vs circuit switching, current advances and speeds, economic considerations and likely first uses, supply chain, fabrication, assembly, and packaging technologies for photonics.
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The inaugural installment of a new section, Cartoon of the Week, takes us to product-market fit vs just raising more funds. Another recurring subject is marketing data, this time covering “good data” and “same data”. Then it’s time to discuss whether the store really is the media?!
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Adrian Cockcroft, Stephen Perrenod, and Shahin Khan get together in a free-flowing coffee-shop style discussion of future system architecture in supercomputing. The motivation for this episode started during the SC22 conference, where several advances seemed to point to significant changes in system design and optimization. This led to Adrian’s article “SC22: CXL3.0, the Future of HPC Interconnects and Frontier vs. Fugaku” and a deeper dive in his paper: “Supercomputing Predictions: Custom CPUs, CXL3.0, and Petalith Architectures”. Similar threads were discussed over at the @HPCpodcast. At the same time, the well-received and well-discussed paper “Myths and Legends in High-Performance Computing” by Satoshi Matsuoka, Jens Domke, Mohamed Wahib, Aleksandr Drozd, and Torsten Hoefler, instigated a valuable discussion of 12 topics, from major technology areas to specific capabilities in future HPC systems, to application performance. All of that is discussed here flavored with some historical accounts.
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When soldiers are software engineers a new warfare emerges. Modern warfare is similar to, and needs, high tech product development with fast cycles and incremental improvement. The new Technopolitics section starts with the role of software engineers enlisted in the Ukrain war. Next is the House Committee on Science Space and Technology hearing on “US, China, and the Fight for Global Leadership: Building a U.S. National Science and Technology Strategy”. New and substantial funding (£800m) for the UK Exascale program promises to bring the UK into the exascale world by 2046. (This was subsequently complemented by another £2.5B for quantum technologies.) Under the HPC-AI section of the podcast, we discuss the recent changes to the Intel high-end GPU roadmap and lament the lost opportunity to communicate that better.
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In what might become a regular segment, we cover important advances in tech that signal changes in markets and policies. This time, we discuss the iPhone moment in AI and the ensuing AI gold rush, virtual quantum computers, and how silicon photonics can change the chip industry.
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Shahin and Doug discuss a variety of hot topics in marketing, starting what marketing success means, which leads to the difficulties in digital attribution and interpreting data, and whether econometrics can be a solution (as suggested in a recent article in The Drum, “Digital attribution is dead! Les Binet tells us why marketers need econometrics in 2023”, by Samuel Scott). They also get deeper into how the concept of “customer satisfaction” actually correlates to product sales.
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In the The Messenger Lectures in 1964 at MIT, Richard Feynman said “On the other hand, I think I can safely say that nobody understands quantum mechanics. … Do not keep saying to yourself, if you can possibly avoid it, ‘But how can it be like that?’ because you will get ‘down the drain’, into a blind alley from which nobody has escaped. Nobody knows how it can be like that.”
Why is that? And can the teaching and understanding of Quantum Mechanics be simplified without loss of accuracy or mathematical rigor? For the answer, you have come to the right podcast!
Bob Coecke, co-author with Stefano Gogioso of the recently-released book Quantum in Pictures: A New Way to Understand the Quantum World joins us to discuss why quantum mechanics is so hard, the inspirations behind the book, and how he’s working to make quantum computing more accessible through his work.
Bob is Chief Scientist at Quantinuum, Distinguished Visiting Research Chair at the Perimeter Institute for Theoretical Physics, Emeritus Fellow at Wolfson College Oxford. For the previous two decades, he was Professor of Quantum Foundations, Logics and Structures at the Department of Computer Science at Oxford University, where he co-founded and led a multi-disciplinary Quantum Group that grew to 50 members and supervised close to 70 PhD students. He pioneered Categorical Quantum Mechanics, ZX-calculus, DisCoCat natural language meaning, mathematical foundations for resource theories, Quantum Natural Language Processing, and DisCoCirc natural language meaning. His work has been headlined by various media outlets, including Forbes, New Scientist, PhysicsWorld, ComputerWeekly. He’s also a musician and painter.
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The latest news in Quantum Computing, as well as Google’s response to ChatGPT, Bard, IBM cloud’s new AI supercomputer, which also leads to a discussion of IBM.
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The crypto winter arrived but a lot continues to happen in the cryptocurrency industry. Stephen and Shahin cover the current state of things, from some of the causes of significant failures, to Bitcoin’s recent rise, new developments in Central Bank Digital Currencies (CBDC), and self-sovereign identity (SSI) and Soul-Bound Tokens (SBT).
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AI in marketing given all the new advances, marketing as a science, add-on marketing (ice cream cones), and tie-in marketing (Nike-Tiffany campaign) and the risks of “rebranding”.
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So many great ideas in tech but how do you assess them scientifically? In “Myths and Legends in High-Performance Computing“, Satoshi Matsuoka, Jens Domke, Mohamed Wahib, Aleksandr Drozd, and Torsten Hoefler tackle 12 important topics, from major technology areas to specific capabilities in future HPC systems, to application performance. They help formulate the right questions, and instigate the important discussions, by posing the topics as myths and legends in an enjoyable and humorous paper. Also check out InsideHPC’s coverage of the article: “Conventional Wisdom Watch: Matsuoka & Co. Take on 12 Myths of HPC.” We caught up with Prof. Matsuoka and Hoefler, one in an airport, to discuss the paper and some of the major topics. Really fun and insightful.
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Join us for an insightful discussion with Dr. Handel Jones, author of the recent 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. Subjects covered include where the United States stands compared to China in advanced technologies, trade wars, chip fabrication economics and capacity, battery technologies, demographics, Taiwan, rare earths, Covid, and what the future might hold.
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In the first episode of 2023, Shahin and Doug discuss the recent chip announcements and their implications for HPC. Also covered are industry predictions for the year to come that were featured in the InsideHPC article, An AI-Flavored Set of HPC Predictions for 2023, AI for public use, and a promise to invite Prof. Matsuoka to discuss his recent paper on common myths in HPC.
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In the first episode of 2023, Shahin and Doug discuss their takeaways from CES, differentiation versus distinction in marketing, the importance of authenticity in advertising campaigns, and whether inside marketing staff can make good decisions on behalf of the end-user/consumer.
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In this year-in-review double-issue episode, we continue what is becoming a tradition, covering some of the notable topics of the past year including: HPC market growth, China, exascale and future of supercomputing, quantum tech, SC22, AI, ACM Turing Award, interconnects, the Nvidia-Arm deal, the Chips and Science Act, HPC software, and fusion energy.
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Barbie-the-movie was announced and it is a big, and so-far effective, move. It also offers such a rich set of marketing topics for discussion. Conversational AI, ChatGPT (Chat Generative Pre-trained Transformer) exceeded expectations at least for the first few interactions, impressed, disappointed, and scared, all at the same time while becoming a tool that marketing teams started testing and using immediately. A quote on impression data leads to a quick discussion again of the role of the CMO, while an old quote about Harvard Business School leads to product innovation vs. financial engineering.
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Kerstin Kleese van Dam, Gabriella Carini, and Meifing Lin of Brookhaven National Laboratory (BNL) join Shahin and Doug to discuss all things Quantum, covering Quantum Sensing, Quantum Networking, and Quantum Computing. We also get a glimpse of BNL and its global leadership across a wide range of research that it conducts.
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Physical events are back. Did you say 360-day payment terms? What do companies and candidates get wrong about the CMO role? And the minefield that is marketing data! Join us.
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Dataquest: Hot ice cream, sleepless cats and affordable quantum computers
“We do not expect a ‘transistor moment’ yet, where a particular approach to quantum computing would break away. Superconducting, Trapped ion/atom, Photonics, Electron spin, Topological, etc. and possibly combinations of them will continue to receive significant R&D investment.” – Shahin Khan
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In this SC22 postview, we go over what happened at the show in Dallas last week. Topics include: the energy and attendance at the show, liquid cooling, PCIe, CXL, AI Chips, Open Standards, Storage, Future of Supercomputing, global players, and yes, where SC23 will be held and what its tagline is!
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We start with Microsoft’s Decision to rebrand Office again, this time to Microsoft 365: eliminating “Office” and aligning “365” with the whole company. Retail mergers are next, and interesting because it’s a competitive low margin business. Buying vs. shopping maps well to online vs. in-store and we have a funny story to discuss that next. We end with meat alternatives and how difficult it is to grow in that market, and a big discussion on brand loyalty and brand love.
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The 60th edition of the TOP500 list is here, reresenting 30 years of systematic data on the highest performing computer architecture and configurations. Whether or not the list surprises in a big way (you’ll have to look at the GREEN500 list for the surprise this time), it always offers important historical data and valuable “tea leaves” to anticipate the future. We look at the highlights of what changed and what can be expected to change in systems, technologies, and geographies. The Frontier system at Oakridge National Lab continues its commanding lead over the list. Europe shows interesting growth. China continues to not play. AMD shows unsurprising leadership in CPUs and growing presence at the high-end in GPUS while Nvidia retains its comfortable lead in GPUs. Ethernet is a flood that gently rises every time but the interconnect landscape is evolving in important ways. HPCG puts it all in perspective, and the mixed precision benchmark HPL-MxP points to the evolution of HPC and AI as they impact each other.
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Chris Miller, author of the important and riveting book Chip War, joins us to discuss the crucial nature of the semiconductor industry and and the global competition that has been a part of its history since early days. He is Associate Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University, Jeane Kirkpatrick Visiting Fellow at the American Enterprise Institute, and Eurasia Director at the Foreign Policy Research Institute. Chip War has been shortlisted for the Financial Times Business Book of the Year award.
We had a long list of topics and questions:
And we got through most of them.
Join us for this fascinating discussion.
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SC22 is approaching and we take stock of the taglines for the show going back to SC14. Do you remember any of them? This years tagline leads us to trade wars and the impact they could have on scientific collaboration. We’ll have an entire show on ship wars next week with a special guest. Also covered is new shared memory capabilities in the cloud.
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The Twitter deal happened, but rewind the tape to when a trove of text messages was published, providing a glimpse into how people of note in tech discuss deals and strategies. So of course we have to discuss that. Then it’s off to another flare-up about “distinctive vs. differentiated”. Is “distinctive” distinctive or differentiated?! The continuing complexities of marketing data. And how your marketing mix needs to mix it up!
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We are delighted to have Kathy Yelick as our special guest to celebrate the Exascale Day (10/18). Dr. Yelick is the Robert S. Pepper Distinguished Professor of Electrical Engineering and Computer Sciences and the Vice Chancellor for Research at UC Berkeley, and Senior Faculty Scientist at Lawrence Berkeley National Laboratory. Her expansive perspective and expertise led us through a wide ranging discussion including the impact of exascale computing on society, the role of HPC in helping set public and international policy, multi-physics research, advancing software technologies, diversity in HPC, the recent RFI from DOE and what the future might hold, the enormous contributions of UC Berkeley to computing technologies and scientific research and how it stays in the forefront, and proposals for a new college. We also touch on a few of Dr. Yelick’s research projects such as Partitioned Global Address Space (PGAS) and the ExaBiome project and the Berkeley Benchmarking and Optimization (Bebop).
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The storied Aurora exascale supercomputer at Argonne National Lab is making progress as blades for the system are reportedly shipping. This was part of the news from the well-crafted and executed Intel Innovation Day. Open source software is a big part of the HPC/AI puzzle and Linux wars are heating up. The Tesla AI day provided some info on what is new with their home-grown AI chip and the associated system.
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Acupuncture for “ED”?! Yes, it’s a thing and a case study in this episode. How do you position and message and demand-gen for it? Let’s not lose touch with why marketing is needed. And AMA’s definition marketing wants to be taken apart.
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We caught up with Steve Conway, well-known HPC executive and analyst formerly with IDC and Hyperion Research, in an engaging and wide ranging discussion. We start with Edge HPC and trends towards massively-distributed massively-heterogeneous computing, which takes us to convergence of HPC and AI, mixed precision spectrum, the importance of simulation, the impact of exascale on general computing, global policies, China and Europe, the impact on scientific collaboration, differences in funding models, and the necessary ingredients to attract top talent.
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How did Richard Feynman end up playing the bongo drums? How did a new take on Amdahl’s Law helped propel massively parallel computing and become Gustafson’s Law? And what’s wrong with IEEE 754 number format that the new Posit format fixes? We go to the source as we welcome special guest John Gustafson in another very lively conversation.
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Cool stories and valuable insights in this episode as we get together with Adrian Cockcroft who recently joined OrionX having served as a vice president at AWS for the past several years. We start with Netflix’s move to the cloud, a significant event that helped put cloud computing on the map. Then it’s on to Environment, Sustainability, and Governance (ESG), Formula-1 racing, and cloud configurations and interconnects for HPC and AI workloads.
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Highlights from the recent Hot Chips conference with discussions of UCIe and why it could cause a ripple effect in the industry, Moore’s law and 3D packaging, Silicon Photonics, inference in the device or in the data center, silicon for the edge, CXL, and code generation. This is followed by an update on Quantum Computing following two important papers on quantum machine learning and unstructured NP-complete problems. The field continues to be in its infancy while making rapid and significant progress. We end with a review of the dedication ceremonies for the Frontier exascale system. Join us.
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Why some companies thrive during recession, or pandemic, or when the going gets tough. The misguided nature of worker productivity score/software. And touching on Ethics of Marketing, a topic we will come back to in future episodes.
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Every company spends money on Lead Generation. Sometimes quite a lot. How do you determine your marketing mix and then match it to the sales cycle and buying behavior? Lots of moving parts here and we go over many of them: PR, SEO, funnel and buying behavior, lead qualification/scoring/nurturing, sales-marketing alignment, and lead flow. As usual, marketing metrics is an important topic and especially quality and meaning of data. We end with a few recommendations.
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When does “nudging” becoming “nagging”? Behavioral science is on the case with studies (one is critiqued here), on how choice architecture and publication bias impact what works and when. We then move to “Growth Hacking”, discussing what it is and how dangerously close it gets to crossing ethical lines.
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After several years of experimentation and various consortia, CXL is emerging as the standard for advanced functionality for fabric technologies. We also discuss some of the details of the CHIPS and Science Act that was recently passed in the US.
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The OrionX Download podcast is back with a new episode on the latest in Fintech and Crypto with Shahin Khan and Stephen Perrenod. From Stephen’s newly released CryptoSuper500 report to the latest on CBDCs, NFTs, DeFi, and regulations, the team offers the same realistic perspective and analysis that have made previous episodes so popular.
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Our special guest today is Melyssa Fratkin, Industrial Programs Director at the Texas Advanced Computing Center (TACC), who also co-chairs Texas Women in HPC with Carolyn Devany, Executive Chair at Data Vortex Technologies. Following her excellent talk at the Dell HPC Community meeting in Austin last week, we caught up with Melyssa to discuss the state of Equity, Diversity, and Inclusion in HPC and her recommendations on how to accelerate progress in this important area. We ask lots of questions and cover lots of topics, including why this is such a hard problem, the burden of being a pioneer, the impact of political environments and changing laws, how to post jobs that attract a diverse set of candidates, why you need support from the top and across the organization, and more. Join us!
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Doug points out a glaring gap in a report on advertising effectiveness, as we look for Product and Place in it! Next is customer references and testimonials in B2B and B2C and how to choreograph and manage them. Join us!
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One of the most recognized names in strategic marketing and communications in HPC, and an “SC Perennial“, special guest Mike Bernhardt joins Doug and Shahin to discuss the important role that the marketing function plays in HPC. A lot has changed in HPC and a lot has changed in marketing. What should smart organizations do to improve their market presence and build a loyal customer base?
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Following reports that ASML is under diplomatic pressure to regulate the export of its fabrication equipment to China, we discuss market data, other suppliers of fab equipment, and a quick view of some of ASML’s own suppliers. Also covered are the differences between the approach to Exascale in China and the US based on recent research by Hyperion. We end the episode by setting up the vast universe that is the modern HPC software stack as we prepare to cover it systematically over several episodes. We welcome suggestions for guests who can shed light on the state of software in specific layers.
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Time to discuss pricing in B2B and B2C and the many parameters that go into it. But first: what happens when a want ad demands so many skills and qualifications that nobody would qualify?
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Following the Request for Information (RFI) issued last week by the DOE, we caught up with Dr. Horst Simon, Special Advisor to the Laboratory Director at Lawrence Berkeley National Laboratory (LBNL) and co-editor of the TOP500 list since 2000, to take us through how the DOE is gearing up to go beyond Exascale. A very insightful conversation touching on many aspects of what’s next!
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Doug and Shahin start with what it takes to go viral and whether it is worth the cost if it doesn’t happen organically. The main topic is the four Ps of marketing and a discussion of product and place in B2B and B2C. Give it a listen and let us know what you think.
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The HPC User Forum held a special event at Oak Ridge National Laboratory last week, complete with an opportunity to get a viewing of the facilities (not quite a tour) and discussions of Exascale Computing and beyond. Doug Black was on the scene and we discuss what all went down. Of special note is the staffing challenges of HPC sites, and the brewing strategy about how future leadership computing systems would look like. This is an important topic that we have covered with our guests in previous episodes and some patterns are emerging as we continue to analyze the future of supercomputing hardware and software.
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The conversational AI, LaMDA seems to represent a significant advance in AI, bringing up discussions of AI sentience, consciousness, and personhood. It also underscores the urgency of thoughtful social policies based on ethical and legal frameworks. Also discussed is the state of Crypto and NFT: cryptocurrencies and non-fungible tokens. Should we look at them as technologies that might find valid use cases, investment vehicles that require close scrutiny, or both? These are very important topics in our times.
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Following his always-anticipated and always-insightful closing keynote at the recent ISC conference, we caught up with Prof. Thomas Sterling to discuss the state of HPC. Dr. Sterling is Professor of Intelligent Systems Engineering at the Indiana University (IU) School of Informatics, Computing, and Engineering, and President and Co-founder of Simultac, a technology company focused on non-von-Neumann memory-based system architectures. Since receiving his Ph.D from MIT as a Hertz Fellowm Dr. Sterling has been a pioneer of parallel processing systems in HPC. His many achievements include the creation in 1994 of the “Beowulf cluster” with Donald Becker at NASA, a system that helped drive the scale-out computing architecture.
Here are the topics and the time-stamp in the podcast when they are discussed:
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Topics today center around the cost and complexity of marketing, hiring marketing talent, and the unique challenges that CMOs face within the C-Suite. Fun times as usual!
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ISC22, the annual International Supercomputing Conference was held last week in Hamburg, Germany, meeting in person after two years. This is a “postview” of the notable developments at this news-rich event.
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Shahin and Doug discuss the value add of retail stores versus direct-to-consumer options, whether or not personalization works, and the potential traps of using data in marketing. They also examine the use of television advertising by startups, and whether hesitancy to use TV ads is about money or a larger push away from the “old” way of doing things.
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Recent winner of the Purple Ribbon Medal, one of Japan’s highest honors, Prof. Satoshi Matsuoka, director of the RIKEN Center for Computational Science (R-CCS) and professor of computer science at Tokyo Institute of Technology, joins us in a super fun conversation that covers a wide range of topics (time stamps inside parenthesis).
At RIKEN, Prof. Matsuoka oversaw the development and launch of the Fugaku supercomputer, currently holding the number 1 spot on the TOP500 list. As the list is about to get updated, next week, there is an expectation that the Frontier supercomputer at ORNL (which we covered in a previous episode) will claim the number 1 spot but Fugaku will likely retain its lead in some benchmarks. Previously, he was lead developer of another well-know supercomputer, TSUBAMI, the most powerful supercomputer in Japan at the time.
Here are the topics and the time-stamp in the podcast when they are discussed:
Enjoy!
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Major news since our last (double edition) episode included what’s billed as the fastest AI supercomputer by Google, price hikes on chips by TSMC and Samsung, visualization of a black hole in our own galaxy, and IBM’s ambitious and well-executed quantum computing roadmap. We discuss how an AI supercomputer is different, an unexpected impact of chip shortages and price hikes, what it takes to visualize a black hole, and what IBM’s strategy looks to us from a distance.
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Shahin and Doug talk about the impact of pandemic on financial results, changes in customer buying behavior as a result of work-from-home (WFH) and depending on demographics, and segue into the differences between B2B and B2C marketing.
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We been fortunate to host some of the most distinguished scientists and technologists in the world who have shaped supercomputing as they have advanced human knowledge. Today we welcome Jack Dongarra who was recently honored by the ACM Turing Award for “Pioneering Concepts and Methods Which Resulted in World-Changing Computations”.
Jack Dongarra is a leader in supercomputing technologies, parallel programming tools and technologies, and linear algebra and numerical algorithms. He holds appointments at the University of Tennessee, Oak Ridge National Laboratory, and the University of Manchester, and is the recipient of several awards and honors.
In a wide ranging discussion, we cover the Turing Award, TOP500, the state of HPC benchmarks, China’s Exascale systems, and future directions in algorithms. We also talk about future of supercomputing and AI systems, reminisce about a period where a proliferation of system architectures provides a fertile ground for experimentation, and discuss whether we are entering a similar era now. This is another episode you’d want to listen to more than once!
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Episode 7 of the Marketing Podcast covers topics ranging from the usefulness of gadgets and “mean time to garage sale”, to advertising, marketing mix, and conversion factors in a funnel, and depth of knowledge.
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New research paper puts China’s Exascale systems back in the news. And impending acquisition of Twitter leads to a discussion about the positive impact and policy challenges of our tech society.
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Another must-listen episode, covering HPC storage with Gary Grider, leader of the high performance computing division of Los Alamos National Laboratory (LANL) and a leading light of advanced storage solutions for four decades. Gary has led, driven, helped fund, instigated, influenced, or otherwise significantly touched nearly every storage technology out there, from Lustre to Burst Buffers to Ceph (software-defined object storage) to Computational Storage to the Grand Unified File Index GUFI and on and on. Among the topics discussed: how storage is changing with AI, and what is next in HPC storage.
Top of the news includes quantum computing metrics and Quantiniuum passing Quantum Volume of 4096, investigating war crimes with computational methods and open source intelligence, funding opportunity for Mathematical Multifaceted Integrated Capability Centers, and TSMC’s quarterly revenues.
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A new segment, Top of The News, covers top HPC stories, this time Federal funding for PsiQuantum and Global Foundries, AMD’s proposed acquisition of Pensando, and Fujitsu’s cloud offerings. The main topic is storage, which we will cover in multiple episodes going forward, including a very special guest next week. This week we discuss Computational Storage, Erasure Coding, Storage-Class Memory, and Data-Centric AI.
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Join in another lively episode as we discuss why April Fools’ Day is more challenging nowadays, how the potato earned its own viral moment, Jobs to Be Done (JTBD) and other marketing recipes, and the importance of leaving room for happy accidents when pursuing innovation.
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Join us as we get a rare behind-the-scenes glimpse of how the Frontier supercomputer came to be, how it was built in the middle of a pandemic, and how it is going through its paces. Frontier is a $600 million 30 MW supercomputer, comprised of 50-60 million parts in 100+ cabinets, deployed at the Oak Ridge National Laboratory (ORNL) by HPE using AMD CPUs and GPUs. It is slated to be the United States’ first exascale computing resource with a target performance of about 1.5 exaFLOPS in double-precision (64-bit) arithmetic.
Our special guest, Dr. Jeff Nichols, oversees the Department of Energy’s National Center for Computational Sciences, and as such he has been a key figure in the installation of breakthrough supercomputers such as Titan, Summit, and now Frontier. Dr. Nichols is Associate Laboratory Director for Oak Ridge National Lab’s Computing and Computational Sciences organization. He has been in that position since April 2009. His appearance today is something of a valedictory because he plans to retire this year after 20 years at Oak Ridge. We discuss the past and future of supercomputing as well as the current state of the Frontier supercomputer.
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A lively discussion about 1) the most effective logos, branding and strategy, and the importance of verbal real estate; 2) recruitment marketing and how employee/employer dynamics are shifting; and 3) the high cost of metrics and how projects can turn into products.
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In recently published Reinventing High Performance Computing: Challenges and Opportunities, Daniel Reed, Dennis Gannon, and Jack Dongarra, three of the most celebrated thought leaders and luminaries of supercomputing have started an important discussion about the future of HPC and its impact on American competitiveness. Readers of this site would know that those topics have played a big role in driving our research agenda at OrionX and have helped shape our thinking. So we are very fortunate to welcome Dan Reed as a special guest of the @HPCpodcast to go a level deeper. Dan is Presidential Professor of Computational Science, and Professor of Computer Science and Electrical & Computer Engineering at the University of Utah.
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We start with the news of Amazon closing their physical retail (not grocery) stores and the interplay between physical and digital commerce, which leads us to emerging applications of the Metaverse and the difference between the promise of a tech trend and the reality of today’s use cases. We end with a discussion of outsourcing and its impact on business profits and identity.
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This is part 2 of a special 2-episode discussion of AI in Science with Rick Stevens, Associate Laboratory Director and leader of Exascale Computing Initiative at Argonne National Laboratory and Professor at University of Chicago. In addition to the new ways AI can help advance science, we also discuss ethics, bias, robustness, security,and explainability of AI, and whether AI can replace scientists. We end with a snapshot of Quantum Information Science (QIS), a promising area albeit in its earlier stages of development compared to AI.
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A special 2-episode discussion of AI in Science with Rick Stevens, Associate Laboratory Director and leader of Exascale Computing Initiative at Argonne National Laboratory and Professor at University of Chicago. Rick also led a series of Town Halls during 2019 focused on the relevance and applications of AI in scientific research. Held at Argonne, Oak Ridge, and Berkeley National Laboratories, the events were attended by over 1,000 scientists and engineers. This is part 1 of our conversation. Join us.
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We discuss the challenges of “Direct to Consumer” marketing and its impact on Go-to-Market planning. From there, we go to branding and product advantage, covering differentiation vs. distinctiveness as well as the role of marketing, and we end this episode with the joys and complexities of color management, especially in the digital age. Join us!
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Special guest Richard Stiennon, research analyst and author of Security Yearbook 2021, joins Shahin and Doug to discuss the state of advanced cyberwarfare involving AI and supercomputing, and its potential role in the war in Ukraine.
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On the occasion of Intel’s analyst day and the 1st anniversary of Intel CEO Pat Gelsinger, Shahin and Doug discuss the global recognition of chips as engines of economic growth, supply issues, and the competitive landscape. Topics include the growing importance of Washington and EU, Intel’s renewed vigor and promise, AMD’s rapid ascend, Nvidia’s strong posotion, and the many other chip players vying for position.
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Web3, IoT/Edge, AI, HPC, Blockchain, Cryptocurrencies, GPUs and Quantum, Cyber Risk, 5G, and BioTech point to opportunities and threats. Why are there so many big technology trends right now? Doug and Shahin discuss a framework to help make sense of why these trends point to important changes, how these trends are related, and what they mean individually and together.
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Positioning is poetry! Is “recruitment marketing” a new branch? When is brand purpose a driver of business? Is marketing generic or do you need product depth? Why is bad marketing such a common topic in marketing discussions? Did you say “removed negative reviews”? Join in!
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HPC Cloud continues to grow rapidly as cloud providers pursue HPC workloads and build a variety of hardware configurations to attract them, and as Edge and Cloud help each other grow. We discuss the many dimensions of the decision to use public clouds for HPC.
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Wordle (recorded before it got acquired), marketing rants on Twitter, Peloton, Competitive Advantage, TikTok, and why CMOs are like radioactive material!
What started as a Marketing Meetup has now morphed into a 15-20 minute Mktg_Podcast. Join Shahin Khan and Doug Garnett (and occasional guests) as they discuss news and happenings in the world of marketing, from the board room to customer programs. Give it a listen!
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Doug Black and Shahin Khan are joined by Hyperion Research CEO Earl Joseph to discuss Hyperion’s market findings. Topics include traditional HPC, AI, Cloud, the impact of Covid, industry and global perspective, and what to expect in the future.
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In episode 9 of the @HPCPodcast, we cover the recent wave of news about quantum computing: melding of quantum & classical computing, error correction, financial & investment announcements, M&A and partnerships, and the connection between quantum computing and HPC.
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After SC21, Patrick Kennedy of Serve the Home online publication got quite the scoop, Raja’s Chip Notes Lay Out Intel’s Path to Zettascale, when he met with Raja Koduri, SVP and GM of Intel’s Accelerated Computing Systems and Graphics (AXG) Group, to discuss Zettascale projections and plans, stipulating a 2027 timeframe. Is that realistic when Exascale has not quite been made official? Tune in and let us know what you think.
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In this week’s episode of the @HPCPodcast, Doug Black and Shahin Khan discuss how global competition around advanced technologies has turned geo-politics into “techno-politics” and techno-nationalism. What instigated the discussion this time is a recently published and widely-read academic paper Chip Geopolitics: If China Invades, Make Taiwan ‘Unwantable’ by Destroying TSMC.
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From COVID to Climate Change, Edge to Exascale, and AI to Autonomy, 2021 was an impactful year for HPC and Supercomputing, leading some of the most notable global technology advances and some of the most exciting business opportunities of our time. This episode is a lightning “year in review 2021” as we look back and look forward. Join us!
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Special guest Bob Sorensen of Hyperion Research joins the crew to share the results of his international study to track down the size of the Quantum Computing market. Bob unveiled these results at the Q2B-21 conference last week.
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Composable Disaggregated Infrastructure (CDI) is emerging as good way to pool, share, and flex resources to increase utilization. We discuss what makes CDI effective as we touch on the status of the Nvidia-Arm deal and the new Graviton-3 CPU from AWS. Give this episode a listen and remember to tweet us with questions you’d like answered on the podcast.
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Shahin Khan and Doug Black discuss the Metaverse, its consumer and industrial uses, competition for data, avatars and more realistic digital twins, commerce in the metaverse, and why so many parts of it, from immersive graphics and gaming to physics based simulation and 5G, include computationally intensive components. Give it a listen and let us know what you think.
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Which coins actually use the “Proof of Work” algorithms, the “mining” process, and how do they rank? Why CBDCs, why not just stablecoins? What are NFTs, what is real? Stephen Perrenod and Shahin Khan discuss these topics and a few more FUD items left-over from the last podcast. The latest CryptoSuper500 list includes the rankings and much else so be sure to check it out. And join in!
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What Happened at the SC21 Supercomputing Conference? InsideHPC “pulled together a quartet of HPC thought leaders from the technology analyst and national lab communities to gather their reflections”. See the video in this article: Thoughts on SC21: Exascale, TOP500, Diversity in HPC, Quantum, the Metaverse
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TOP500 at SC21 was highly anticipated but failed to ignite. Rumored high-end systems opted not to play while entering the conversation anyway. However, the list is about more than the TOP10 or whether there are systems that should be there and those that should not. Looking at the whole list, we saw a few surprises.
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Welcome to the @HPCpodcast where Shahin Khan and Doug Black discuss supercomputing technologies and the applications, markets, and policies that shape them. In this inaugural episode we cover HPC and AI chips and accelerators, startups, and unicorns, topics that are sure to reappear frequently.
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There is recurring cryptocurrency FUD (Fear, Uncertainty, and Doubt), usually leveled at Bitcoin but also cryptocurrencies in general. Steve Perrenod and Shahin Khan go over the list to demystify! On the menu: intrinsic value, criminal activities, energy usage, slow transactions, high fees, China’s significant mining capacity and then banning mining, dependence on electricity and internet.
The usual disclaimer: what you hear is not, and is not intended to be, financial or legal advice.
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“The big change in IT is where there is simply too much data; too much to be made sense of without mathematical models, too much to handle without automation.”
Shahin Khan in Voice & Data, “Time for Data to Get the Edge” is available to read here.
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An in-depth discussion with a panel of experts, this time about the sales cycle, marketing funnel, and customer journey.
Reading list:
Panelists:
Samuel Brealey
Samuel is a marketing consultant, helping good businesses make more money by helping them focus on what matters most. Catch his sensible way of calling a spade a spade on Twitter!
James Hankins, Founder and Consulting Strategist at Vizer Consulting
James is a strategic leader with a command of modern marketing tools and record of commercial impact, which he combines with his broad and deep experience across multiple categories and some of the biggest brands in the world. He drove the emergence of Share of Search as a practical metric, and was named one of the “Change Makers” of the year 2020 by Marketing Week Magazine in the UK.
Doug Garnett, President Protonik
Doug specializes in understanding the nuances of customer values and buying behavior. He teaches marketing, is writing a book about complexity in business, and is a trusted advisor.
Shahin Khan, Partner, OrionX.net (Moderator)
Shahin tracks technologies, policies, and marketing practices that define the Information Age. He has been a (very technical) CMO in high tech for many years and has probably done every job in marketing personally, and a few outside of it.
Join the OrionX Enterprise Marketing Meetup Group to share insights about the challenges and successes in marketing to the enterprise, and all aspects of B2B marketing.
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Shahin Khan said: “This is a new kind of event for the company and will receive global attention from the financial community, policy makers and the industry. The opportunity is to provide an overall vision of the future that is aligned with the company’s many strengths, project confidence and unify all key market segments, including servers and accelerators.”
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Businesses want to be data-driven because data can provide insight. But bad data does not. So how do we make sure the data is useful? Join an all-star cast for this important discussion. Topics include:
– Why do you need metrics if your instincts are so good?
– What needs untangling?
– How should marketing be measured?
– What does it cost to measure marketing data?
– How do changes related to competition, product, strategy, market need, people etc. impact what you should measure?
– What are the pitfalls in interpretation of data?
– Metrics and complexity
Watch the video below for an insightful discussion among some of the best in the industry: JP Castlin, JP Castlin Consulting, Andrew Willshire, Diametrical Limited, Doug Garnett, President Protonik, and our own Shahin Khan.
Join the OrionX Enterprise Marketing Meetup Group to share insights about the challenges and successes in marketing to the enterprise, and all aspects of B2B marketing.
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In this video interview, Shahin Khan talks about the strategic shift among core-cloud-edge and why compute at the edge, HPC at the edge, will seize the ascendancy in 2021.
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We’re now sharing our webinar series on the OrionX YouTube channel. If you’ve ever wanted to know what your customers, and potential customers, are thinking, how they regard your products, or how big your potential market is, then you should be running periodic surveys. Surveys are the best way to discover the reality of your market without bias or conjecture.
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“Another insightful discussion. Alastair’s book is a must read!”
Watch the video of a meetup discussing the alignment between marketing and finance, a topic that is critically important but doesn’t get enough coverage. Topics include the role of marketing, how a CFO views marketing, metrics, attribution, mix, etc.
Panelists include Alastair Thomson, Finance Director and CFO and author of the book Cash Flow Surge, Mike Douglas (Independent Advisor, former VP GTM at Nvidia), Doug Garnett (President Protonik), and Shahin Khan (OrionX).
Join the OrionX Enterprise Marketing Meetup Group to share insights about the challenges and successes in marketing to the enterprise, and all aspects of B2B marketing.
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From SiliconANGLE theCUBE: Technology analyst Shahin Khan discusses the intersection of HPC with key industry trends such as 5G, IoT, edge, blockchain AI and quantum computing.
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Press Release
Menlo Park, Calif. – Nov. 13, 2020 – PRLog — OrionX Research today unveiled the fifth edition of the CryptoSuper500 list. The list tracks supercomputers used for cryptocurrency mining, an intensive application that has become a driver of technology development and investment decisions globally. The CryptoSuper500 list was inspired by the well-known TOP500 list of the most powerful supercomputers in the world.
The report highlights the rapidly growing hashrate among the top six coins mined with Proof of Work consensus algorithms. In crypto mining, hashes are the metric that parallels floating point operations (flops) in the supercomputing world. Cryptocurrencies have reached Exascale class supercomputing, with a hash rate of around 115 ExaHashes per second just for Bitcoin.
The Bitcoin hash rate is roughly flat since the last Bitcoin halving in May, but due to the strong Bitcoin price rise, the Annual Economic Value (AEV) has grown significantly. AEV of cryptocurrencies that rely on proof of work mining has hit a new high of around $9 billion, despite the Bitcoin Halving of block reward in May. AEV is up 90% since the June 2020 list.
“Bitcoin is not going away. Each Bitcoin is worth as much as 8 ounces of gold, and Bitcoin’s market cap at $300 Billion is greater than all but 18 publicly traded companies. There are over 7,500 cryptocurrencies to date, 19 are unicorn-sized, and central banks are starting to roll out their own digital currencies,”
The annual economic value (AEV) of the top 5 pools in the current list compared to the last list, published in June 2020, are as follows:
The six coins mined with Proof of Work consensus algorithms which were included in this analysis are:
The full list with additional explanation is available in a slide presentation at OrionX.net/research.
“Until now, we have been in the start-up phase of Bitcoin, when its behavior was designed to cultivate the market, attract participants, and keep them with sticky benefits,” said Shahin Khan, Founding Partner and Analyst at OrionX. “Everything about it will gradually change towards a less volatile environment as the impact of newly mined Bitcoins coins on existing supply of Bitcoins decreases, and the use of Bitcoin as primarily a store of value and as growing medium of exchange matures.”
Samples of OrionX Constellation Research reports are available for free at OrionX.net/research without registration.
About OrionX
OrionX is a Silicon Valley firm that combines technology research, market execution, and customer engagement. More than 60 companies, from startups to the Fortune-100, in virtually every technology segment, have trusted OrionX to help set new break-away strategies, ignite brands, position and launch products, and create integrated campaigns for increased market share. To deliver the best in market execution and customer engagement, OrionX Research tracks new technologies and market strategies. Technology topics include IoT, 5G, Cloud, AI, Blockchain, and Quantum Computing. With a stellar reputation in Silicon Valley, OrionX is known for its depth and agility, operational excellence, and original content. Visit us at OrionX.net.
* Note: This effort is an analysis of the technologies and trends surrounding blockchain and cryptocurrencies. It is not, and must not be considered as, financial, investment, or legal advice.
References:
Cryptocurrency topics: orionx.net/blog
CryptoSuper 500 Fourth Edition white paper
Top Cryptocurrency Supercomputers June 2020, (slide presentation)
The Brutal Efficiency of Crypto Mining
Article comparing future supply model and stock-to-flow model for Bitcoin market cap and price projections
Overall statistics: coinmarketcap.com, coinwarz.com, cryptoslate.com
BTC: btc.com, blockchain.com
ETH: btc.com, etherscan.io
BCH: btc.com, cash.coin.dance
Other coins: miningpoolstats.stream
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“People want vector instructions and matrix algebra there, because it makes sense to process the data before you have to ship it,” Shahin Khan said. “So, HPC is cropping up really everywhere.”
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In this era of “Too Much Data”, it is imperative for all organizations to understand and have a plan for Edge Computing. We discuss it all with Bill Walker, another old colleague from Sun Microsystems who is Chief Technology Officer for Edge Computing pioneer Tensor Networks .
Edge Computing is important for many reasons, not least because pretty much all the raw data will originate from outside the cloud, and the vast majority of it will be processed outside the cloud.
Edge Computing is also important because it combines all of the trends that we track at OrionX that enable Digital Transformation: IoT as the fountain of data, 5G as the way data gets transmitted, HPC and AI as the way we make sense of data, Blockchain as an important model for transactions, Cryptocurrencies as the way value is assigned and transferred, and accelerator technologies that make it all possible within an economic envelope.
Let’s join the conversation.
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The second part of the webinar series on Competitive Intelligence is now available as a video.
In part two, we look at techniques to collect and transform data into useful, actionable competitive intelligence (CI). This involves analytical methods to scrutinize the raw data along with the ability to synthesize this data into a relevant and compelling customer story. This is a difficult phase of CI so having a few proven processes can really help.
Webinar: watch the video now.
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See the video below for Shahin Khan’s keynote talk at the RISC-V Global Forum. RISC-V has rapidly emerged as the Linux of the chip industry. The Open Source approach is well known in software, but RISC-V is using it for hardware, lowering barriers and building a large community. This has made it a rapidly emerging global force in the semiconductors market. The RISC-V Global Forum is a tour de force of community engagement and shared insights. See the full agenda here.
Thu, Sept 3, 2020; 12:00am – 5:30pm pacific
Shahin’s talk is here
Past Event
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This meetup will discuss cellular connectivity with emphasis on enterprise requirements and recent advances by the IoT group at Arm.
Topics will include:
– Cellular connectivity, i.e. not just Wi-Fi or BLE
– Back-end integration with enterprise apps
– Provisioning and fleet management
– Scale in three dimensions: number, variety, geographies
– Security, including device identity, hardware roots of trust, and a trusted supply chain
Thu, Aug 13, 2020, 1:00-2:30 pm Pacific
Online Event
Sign up on Meetup.com: https://www.meetup.com/enterprise-iot/events/272160322/
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Bitcoin has falsely been declared dead by journalists and old fiat-economy wise men and women some 380 times. But it has survived many errors, shocks, and even splits from the main branch of its evolutionary tree.
– By Stephen Perrenod
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Supercomputers, which do the heavy lifting for AI, science, and engineering, are increasingly also safeguarding digital money. Unlike traditional supercomputers engaged in scientific or analytics applications, CryptoSupers excel at cryptographic calculations. While the metric for traditional supercomputers is Petaflops or Exaflops (floating point operations per second), the figure of merit for CryptoSuper is Petahashes per second or Exahashes per second.
-By Stephen Perrenod & Shahin Khan
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