– Genesis Mission moves from funding towards execution
– AI improves subseasonal weather forecasting
– AI as correction layer for physics models
– Intel new GPU targets inference economics
– AI inference as the OLTP of HPC
– China advances domestic AI chips amid export controls
– Gartner’s AI predictions
– AI Costs, autonomy, accountability
– Aurora DAOS storage: 800 servers, 30TB/s
– DARPA QBI
– Quantum startup funding
– Thorium nuclear clock
– TSMC–GlobalFoundries packaging deal
– Rapidus 2nm update
– AI in math “Denial of Human Validation” attack!
– Tencent on Oracle GPU cloud
– Autowarcom and Edge-HPC
– Google Suncatcher gets feet wet
– HBM further eats into DRAM wafer budget
On Marketing (and Everything Else!):
• When following beats being first
• The hidden costs of DTC
• Shopping vs. buying
• Assessment and prep, the upfront work
• Features, benefits, value, (and buying behavior)
– Alibaba’s full-stack play
– Chinese system players
– Chinese EUV lithography?
– SiPearl Rhea1
– Europe Gets Its CPU Back
– Data center politics
– Data center constraints everywhere
– Critical Minerals, AI, and U.S.–China Talks
– Open Weights vs. Open Source
– Memory: The Next Sovereignty Target
– Fujitsu MONAKA for All
– DOE’s Science-First Quantum Roadmap for the Nation
Can AI and high-performance computing get better answers with fewer bits? HPC pioneer John Gustafson, author of Every Bit Counts, joins Doug Black and Shahin Khan to challenge the default reliance on 64-bit floating point, and explain why numerical precision belongs at the center of the debate over computing performance, memory bandwidth and energy use.
– The Rise and Rise of AI Doomerism
– AI’s Global Power Constrain
– AI to Help Control Fusion Energy Process
– AI Solves yet another hard math problem
– Taiwan’s AI-Server Boom
– IBM Nighthawk r2
– Diraq at Equinix
– From Better QPUs to Better Infrastructure
– Agentic AI for Physical Science Experiments
– AI and Jobs: Watch Hiring, Not Only Layoffs
– Technopolitics: Restrictions and Dependencies
– Brazil Plays Both Sides of the AI Stack
– Nvidia’s AI Economics Expand Up the Stack
– Nvidia + HuggingFace?
– IBM Puts Arm Inside the Mainframe
– Hot Chips roundup
– Quantum Computing roundup
– Hot Chips, Hot Interconnects, SC26
– The Fall HPC Conference Season
– Google Diversifies Custom Silicon
– Industrialization of Custom Silicon
– Cerebras CS-4 System
– White House National Security Science and Technology Strategy
– Riemann Hypothesis advances via AI
– AI agents need inference budget for computational research
– AMD Reasserts FP64
– Algorithmic vs Numerical Emulation
– zHBM, HBF expand memory-storage hierarchy
– China’s answer to IBM-AMD QEC and NVQLink
– THQLink built on TH-Express
– AI Optics and Export Controls
– China and the Memory Shortage
– AI’s Debt-Funded Buildout
– AMD Bets on Hard-Wired AI
– Gym membership research!
– System paradox
– Strategic magnification, reduction, agility
– Unbiased data
– Creating crises
– Open Secure AI Alliance
– Open vs. closed AI
– European AI gigafactories
– Sovereign AI policy to architecture
– Trusting results from Quantum Computers
– Genesis Mission launches
– National discovery infrastructure
– AMD Helios rackscale platform
– Optical fiber as memory
– Rethinking model-weight storage
– AI agents escaping containment
– Ken Thompson’s 1983 Turing Award lecture
– Japan’s 140MW 27,500 Rubin system, Physical AI
– Regulatory action on chips, AI coming
– China positions for global AI ecosystem
– World AI Cooperation Organization
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode:
– TOP500
– Bitcoin
– AI
– Space tech
– Fusion energy
– Meta Iris accelerator chip
– New class of vendors in Chips
– ORNL on-prem Quantum Computer
– Satoshi Matsuoka’s papers on Precision, Memory, Open Models
– Is the U.S. “blowing it” in AI?
– Jim Keller’s fab for fabs
– First Arm AGI servers spotted at Computex
– 3D-printed Small modular Rector module?
– Fuel Cell Technology
– Data Center Water Use
– IBM demonstrates sub-1nm chip tech
– IBM as we see it
– Executive orders for quantum innovation and risk mitigation
– US, UK, EU roadmaps for PQC readiness
– ORNL next-gen supercomputer Discovery’s Center for Accelerated Application Readiness (CAAR)
The new TOP500 list of the most powerful supercomputers was released today at the ISC conference, with a surprising new system in the top spot. After nearly a decade of staying on the sidelines, China re-entered the race with the first system to exceed 2 exaflops in 64-bits on the HPL benchmark. As usual, Shahin and Doug go through the list and the stats with their commentary and analysis, looking at key takeaways, how continents, companies, and architectures fare, and they cover HPL, Green500, HPL-MxP, and HPCG.
– Electron-on-helium qubits
– Is the new Huawei Kirin chip equivalent of a TSMC 3nm chip?
– Intel launches 18A-P node, with Power Boost dual-contact transistor
– Intersect360 announces market size and forecast
– TOP500 analysis coming later this week
– SpaceX IPO. And HPC
– Anti-Nvidia Data-Center Startups
– Cerebras IPO as a “bet on Nvidia Fatigue”?
– PNNL/ASHRAE/NEMA AI Data Center Energy Performance Framework
– ISC2026 Conference next week
In this episode:
– Massive IPOs, AI, market implications
– SpaceX IPO
– AI in IoT: Connectivity to Intelligence
– AI coding
– “No Man’s Land” and AI in management
– Startups and AI-driven business models
– Where to locate your data center
– Crypto mining’s expansion into AI and HPC
– Bitcoin treasury companies
– Scientific Bitcoin Institute
– Microsoft Build: AI-native software, new chips, quantum progress
– Microsoft Maia 200, Cobalt 200, Majorana 2
– Nvidia’s Windows PC push and RTX Spark
– Europe’s proposed CADA, AI Act, AI Continent Action Plan
– Global AI strategies: US, China, Canada, India, Japan, and Europe
– Huawei’s Tau Scaling, LogicFolding: breakthrough or brilliant positioning?
– China’s new tech disclosure strategy continues
– Wafer-scale chips in China?
– Snowflake’s $6B AWS deal and what it says about AI inference demand
– The Return of CPU Computing
– NVIDIA’s CPU-only Vera-based Supercomputer and the rise of agentic AI infrastructure
– OpenAI math breakthrough and what it says about AI-assisted discovery
– CHIPS Act awards for Quantum Tech
– IBM foundry for superconducting quantum
– Global Foundries factory for various quantum modalities
– NSF X-Labs, other initiatives
– Emergence of what might be called a National Discovery Infrastructure
– Cerebras IPO
– IPO Mania: SpaceX, OpenAI, Anthropic
– ~$650B: Just 4 hyperscalaers’s announced AI investments for 2026
– Intel + Tenstorrent acquisition rumors and implications
From Double-Wide Racks to “Deep Space RISC-V”
– HPE Juniper Broadcom AMD Helios
– OCP Open Rack Wide
– Sale-up on Ethernet, UALoE
– China signals strength
– China’s Jiuzhang 4.0 photonic quantum computer
– High Availability and “Rad-Hard” chips in space
– NASA’s New Radiation-Hardened AI Processor
– Nvidia, Corning, big optical fiber deal
– Optical computing
– New MRC RDMA on Ethernet fabrics
– MRC vs RoCEv2 and Infiniband
– AMD strengths in GPUs and CPUs
– Ocean wave energy for data centers
– Nvidia’s secret weapon
– Why CPU-only supercomputers
– China’s LineShine Supercomputer
– Japan’s Fugaku.next
Olivier Ezratty, one of the most respected independent voices in quantum technologies, is the special guest of the @HPCpodcast in a lively, candid, and wide-ranging discussion of the state of the quantum industry.
– Cisco Universal Quantum Switch
– Co-Packaged Optics (CPO) enters real world deployments
– CPO: AMD, NVDA, TSMC, Global Foundries
– Vox checks in on Los Alamos use of AI for nuclear simulations
– DARPA HARQ Heterogeneous quantum architectures
– HARQ program, IonQ, memQ
– TSMC and ASML bullish on AI demand
– Stanford AI Index 2026 insights
– Global AI competition
– Intel Tesla Terafab
– Intel Google CPU IPU
– Fujitsu U. Osaka early-FTQC
– Caltech data sample streaming for quantum computing in AI
– UALink 1.0 Specs vs NVLink
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode:
– GTC postview
– Nemotron vs Nematron
– OpenClaw, Instar.sh
– Social Media in Court
– Modeling BTC Bubbles
– Scientific Bitcoin Institute (BSI)
– War-time Supply Chain
– Memory shortage
– ASML Backlog, SK Hynix order
– Nvidia invests $2bn in Marvell
– NVLink Fusion
– Why big companies invest in small ones
– Andrew Ng on anti-AI activism
– 32, 16, 8, TurboQuant at 3.5 bits… do I hear 1?
– PrismML’s Bonsai-8B 1-bit LLM
– MadLibs of AI Cartoon by Marketoonist
– Update on Doug’s book on Complexity
– Look how much I saved, Alastair Thomson’s article
– Borrowing from the future
– Use of AI in weapons
– Software is sticky, AI is software
-Arm enters the chip business with Arm AGI CPU
– Is AI inference increasing the CPU:GPU ratio?
– Google’s TurboQuant algorithm
– Data center energy efficiency
– Bringing back a 2,000-year-old cement battery
– India’s chip industry
– TSMC’s 2nm capacity crunch
– $20B for a TeraFab ?
– GTC postview, list of announcements
– GPUs and China
– DoE $293m funding RFA for technology challenges
– Volume on HPC-AI-Quantum co-design, call for contributions
– Turing Award goes to QKD inventors, quantum cryptography pioneers
– GTC, G stands for growth
– Nvidia’s historical and future market segments
– Nvidia Nemotron agentic model, LPU team
– Chipper clouds: Cerebras+AWS, d-Matrix+Gimlet Labs
– AI’s next big thing? AMI’s “world model” JEPA
– AMI’s massive $1B+ *seed* round
– European AI companies
– InsideHPC signs off
– AI+HW 2035: Shaping the Next Decade
– CPUs are in short supply too
– What is causing IT shortages
– Foxconn is upbeat about 2026
– Foxconn, its rivals, and its customers
– EuroHPC Summit 2026 postponed
– AI for military use; Anthropic, OpenAI, DoD
– SambaNova: Intel partnership, new SN50 chip
– GTC 2026
– Mobile World Congress 2026
– AI power needs
– Small Modular Reactors (SMR)
– US military, DOE, airlift small reactor
– Quantum “teleportation”
– How does Quantum Communication work?
– Silicon photonics for quantum computing
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode:
– Scientific Bitcoin Institute (BSI)
– Bitcoin update
– AI Agents, OpenClaw
– Emergent abilities in AI
– Memory shortage
– Super Bowl ads, Sports tech
– Social Media Bans
– “Ride the Wave, Build the Future: Scientific Computing in an AI World”, by Dongarra, Reed, Gannon
– Call for National Moonshot Program for future HPC systems
– DOE Genesis Mission, 26 Challenges for National Science and Technology
– NSF $100M National Quantum and Nanotechnology Infrastructure, NQNI
– State of The Quantum Computing Industry
– Los Alamos National Laboratory Center for Quantum Computing
– Sovereign AI: what is it, and does anyone have it?
– Bullish on Eviden: Europe’s top system company restores old name
– Intel to build server GPUs of its own
– MIT Technology Review AI Predictions
– Microsoft Maia 200 for Inference
– Nvidia H200 (not H20) for China
– Corning-Meta Data Center
– Nvidia-CoreWeave AI Deal
– Neoclouds’ role in Chip vs Cloud competition
– Intel earnings, outlook
– Industry-wide supply shortage
– Shrinking windows of vendor price quotes
– Micron fuels upstate New York tech hub
– Chip investments in US regions
Our special guest today is Paul Bloch, President & Co-founder of DDN, the high performance storage and intelligent data platform company.
AI runs on massive amounts of fast and reliable data, which makes topics related to storage systems especially important. We discuss a broad range: technical optimizations for AI storage, DPUs and future directions, alignment with streaming, HPC, and accelerated computing, pilot to production and training to inference technical and operational challenges, sovereign AI and data sovereignty, and more. Join us!
– OpenAI and Cerebras
– Taiwan Pledges $250B US investment
– TSMC in Arizona
– Intel 18A fab and Apple
– Inside an AI lab online movie is a 300-million-view hit
– CES 2026
– Nvidia Vera Rubin, in-house co-Design
– AMD Helios, MI400 MI500
– TSMC GigaFab Arizona
– Intel Panther Lake, 18A Fab
– Sandia National Lab Neuromorphic Computing for PDE Math
– China’s access to H200 GPUs
– Meta acquires Manus
– Sandia’s new photonics chip
– Nvidia Groq $20B deal
– Quantum-HPC hybrid systems and applications
– Quantum control, scale, error correction
– NCAR Closure
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode:
– Agent swarm coding, update
– AI bubble?
– Australia social media ban
– Modelling Bitcoin bubbles and volatility
– Supercomputing 25 Conference (SC25), TOP500
– European Supercomputing,
– Q2B Conference, Quantum computing modalities
– RISC-V in Servers
– High Frequency Trading race to save nanoseconds
– AI federated learning at DOE labs
– Perspective from “AI nobility” who are also “AI doomers”
– Nvidia H200 exports to China
– H20, H200, Chinese chips: how do they stack up?
– Few fast GPUs vs many slow GPUs
– China’s electricity production
– Datacenter electricity use in the US
– Cell-phone sized AI supercomputer
– HPC at the edge
– Regulating AI
– Marvell in AI, Celestial AI
– Co-Packaged Optics, Photonics Interconnects
– Lasers for EUV, xLight FEL Lasers, ASML Cymer’s LPP Lasers
– ASML, Canon, Nikon
– Chinese efforts in chip manufacturing: SMEE, SiCarrier
– Canon’s Nano Imprint Lithography (NIL)
– China’s Xizhi Electron Beam Lithography
– Okinawa Institute of Science and Technology (OIST)’s simplified optics in EUV
– SDCS Research on Parkinson’s Disease
– CRN’s Top 10 Semiconductor Companies of 2025
– Google TPU vs. Nvidia
– Neoclouds, New Customer Class
– DOE Genesis Mission National Initiative
– AI: nagware, layoffs, uses
– CMO role: hard to fill? or mislabeled?
– SC25 quick takes
– Thank you St. Louis
– Hyperion Research annual SC briefing
– Hyperion quantum computing update
– New public-private partnership model for DOE’s new supercomputers
Join Shahin and Doug as they analyze and discuss the new TOP500 list. They go over HPL, HPL-MxP, HPCG, Green500, geographical distribution, vendor distribution, and other observations.
– Chip Restrictions in China
– Quantum Computing: IBM, Quantinuum, D-Wave, US DOE, UK NMI-Q, Julich
– SDSC 40th Anniversary, the original 5 NSF centers
– SC25 glance ahead
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode:
– Agent Swarm Coding, “AI-Aided Coding”?
– AI circular funding or flywheel
– Data Center build-out complexities, and overbuilding?
– New Exascale DOE Supercomputers
– Data FLow Architecture, Reconfigurable Architecture
– AI-RAN, GPUs on Telephone Poles
– 15th CryptoSuper500 report, Bitcoin Price Drop, ZCash, Monero
– Quantum Advantage claims
Dan Nystedt, vice president of research at Tri-Orient Investments, joins us to discuss the Asian tech scene: geopolitical tensions and Taiwan’s role, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China’s rare earth dominance and geopolitical impact.
– Quantum-accelerated supercomputing
– NVQLink, QCS, QEC
– Tesla Intel collaboration?
– Is the chip era ending?
– SC25 offers new options for those impacted by US Government shutdown
-Marketing is Everything podcast?
– What to do about AI, AI FOMO, AI FOBO
– Starbucks, What Makes a Neighborhood Coffee Shop
– Gaming the System
– New Exa-Class Supercomputers at DOE labs, HPE, AMD, NVIDIA, Oracle,
– AI-RAN, Telecoms+AI, Nvidia+Nokia+partners
– Intel+SambaNova ?
– Google Claims Verifiable Quantum Advantage
– Quantum Computing Applications and Current Status
– US Govt’s Rumored Interest in Equity Stakes in Quantum-Computing Firms
– NextSilicon’s New Chip
– A Bit of History on Reconfigurable Computing, Data Flow Architecture, Systolic Arrays
– How about an AI system that needs 2x the energy NYC uses?
– A GPU for every person
– HPC-Quantum hybrid systems
– Exascale Day 10/18, ExaFlops or ExaWatts?
– Seymour Cray 100th birthday
– Cray-1 50th anniversary
– US Mint’s new dollar coin featuring the Cray-1
– Cray-1 masterclass in… branding!
– AMD OpenAI
– AMD Oracle
– Intel Clearwater Forest (Xeon 6+)
– Intel Fab52 18A looks like is catching up with TSMC
– SC25 conference looks like another big one
We had the opportunity to catch up again with Professors Keren Bergman to discuss the latest developments in all things optical: co-packaged photonics/opto-eletcronics/silicon photonics, photonic integrated circuits (PICs), and optical computing.
– Provably unconditional quantum (information) supremacy
– Big clouds balance own vs merchant GPUs
– Big unexpected players in HPC/AI infratech
– “World Models” aim for the next big thing in AI
– Microsoft’s $3.3B datacenter, with a $4B one to Follow
– OpenAI talks central-park-sized datacenter, times 13
– In-Chip ‘Microfluidics’ cooling
– Caltech tames 6,100 neutral atom qubits with 12,000 optical tweezers
– Nvidia, Intel, and $5B
– Is APU the way to go?
– Nvidia, Enfabrica, and $0.9B
– Interconnects and Networking key to AI Data Center
– PsiQuantum and $1 Billion
– Investment continues to grow for Quantum Tech
– Nvidia Rubin CPX
– AI Inference, Prefill, Decode, Context
– Oracle and OpenAI
– Nvidia and OpenAI in the UK
– UK MOD Google Cloud
– Digital Sovereignty
– Cooler AI: Cutting energy costs with Adiabatic Reversible Computing
– More Heat in Chip Wars: OpenAI joins the race to design custom AI silicon
– Ironwood Rising: Google’s next-gen chip may debut in Neoclouds
– Made in India: Nation unveils its latest fully homegrown chip
– HPC User Forum 2025
– Europe’s Exascale: Jülich unveils its 64-bit powerhouse
– Quantum Cash Flow: Industry kicks off September with billion-dollar momentum
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode:
– Early views on impact of AI Agent Swarm Coding on staffing, org structure, roll out
– Stanford AI Index report
– MIT report on AI project failures
– Will AI stampede continue?
– MIT Quantum Index report
– Bitcoin blockchain and bitcoin wallets have different exposure to quantum computing threat
– Bitcoin fund flow evolution
– What’s up with the U.S. taking equity stake in Intel?
– Hot Chips conference: why is Rapidus making such rapid progress?
– Grid Computing redux: campus grid becomes “scale across”
– MIT Quantum Index report 2025
– AMD+IBM for supers+quantum
– Here comes tent-as-a-datacenter
– Nvidia Earnings
– Hot Chips conference recap
– FugakuNEXT, Japan’s next leadership supercomputer led by RIKEN
– Fujitsu MONAKA CPU
– Fujitsu’s 1000-qubit Superconducting Quantum Computer
– CPU-GPU-QPU hybrid systems coming
– US Government’s equity stake in Intel: “Arsenal of Democracy” or “intervention”?
– Softbank bets on Intel
– New geopolitical football: H20 GPUs
We are delighted to again welcome Nestor Maslej of the Stanford Institute for Human-Centered Artificial Intelligence (HAI) at Stanford University to discuss the latest edition of the the annual Stanford AI Index and Stanford Global AI Vibrancy Tool. Nestor has degrees from Harvard and Oxford in addition to being a fellow at the Center for International Governance Innovation. We touch on several of the 12 key findings of the report as we highlight important issues in AI such as its impact on jobs, geopolitics, and social trust.
– Will US Government invest in Intel?
– How are Chinese AI chips performing for new LLMs?
– No slowdown in funding for new AI chip startups
– NSF and NVIDIA chip in for Science
In this episode:
– What AI Agent Swarm Coding is like
– Bitcoin Treasury Companies
– U.S. AI Action Plan
– Power Generation, Nuclear Energy
– Sovereign AI
– TSMC employees caught in 2nm espionage charges
– Trump calls for Intel CEO to resign
– Curtain fall for Tesla’s Dojo supercomputer
– Paper review: Generative AI as a Geopolitical Factor in Industry 5.0
– David Patterson on federal cuts for research
– Jack Dongarra on supercomputing, AI, quantum computing, and geopolitics
– Comparing AI strategies: US, EU, China
– AI emerges as one of top 5 reasons for job losses
– AI startup funding continues to boom
– VCs find it more challenging to raise their own funds
– US AI Action Plan
– STMicro NXP MEMS sensors
– Nvidia H20, TSMC packaging capacity
– Top-20 AI Supercomputers
– 1-million-GPU systems
– Rapidus of Japan’s 2nm fab
– IBM Power11, Sypre accelerator
– HotChips conference
– CUDA for RISC-V
– SemiAnalysis on the business of AI: GPUs, Neoclouds, Inference Providers, Applications
– 2nm fab race: TSMC, Intel, Samsung aim to ship this year
– IFS external customers
– Nvidia valuation: a trillion here a trillion there!
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode: AI Agent Swarm Coding, IoT, Bitcoin, HPC, TOP500, PCIe, UCE, 5G, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum Computing, Nuclear Energy
– IDC projects a $366B global server market in 2025, 45% y/y growth annually over 2024, 134% y/y growth in Q1
– The European Quantum Act announced its Quantum Strategy aiming to leverage deep science for global quantum leadership by 2030
– TSMC’s 3nm fab in Arizona ahead of schedule, first batch of wafers expected in 2027
– US lifts EDA software export restrictions to China
– GPU-ASIC War
– Hyperscalers’ CPUs, “GPUs”, DPUs, QPUs
– Google TPU-7 and Open AI?
– Meta’s AI chip tape out
– Microsoft’s AI chip delays
– Why do engineering projects get delayed?
– Chip co-designers break into chip supply chain
Myths and “Myth-takes”
– Customer is always right
– All good marketing must have case studies
– You must be data driven
– Great products sell themselves
– They have a PR problem
– Good ideas are a dime a dozen
– etc.
– Fault Tolerant Quantum Computer in 2029?
– Quantum computing roadmaps, performance benchmarks, industry metrics, M&A
– RIKEN and Fujitsu team up again for Fugaku.next, Japan’s next-gen flagship supercomputer
– AMD MI350X and MI355X new GPUs
– AMD ROCm 7.0 software
– AMD Helios rackscale system
– Fujitsu Monaka chip,
– SIGHPC Travel Grants for SC25
– HPCGuru signs off
The new TOP500 list of the most powerful supercomputers was released today at the ISC conference, with a new addition to the top 10. Tune in as Shahin and Doug go through the list with their commentary and analysis as they go over the details, key takeawats, how continents, companies, and architectures fair, and cover the full suite of benchmarks: HPL, Green500, HPCG, HPL-MxP (AI), IO500, and MLPerf.
– French gov’t to acquire Eviden
– Made-in-China 5nm chips
– WSTS semiconductor market forecast
– Can AI end the world? Stephen Hawking’s warning
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering AI, HPC, Cloud, Quantum, Crypto, Fusion.
In this episode: Dessert vs Forest company culture, Nvidia earnings, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legislation, Bitcoin Lock Protocol, Fusion Energy, Liquid Carbon, Steve’s CryptoSuper Mining Report.
– Nvidia Earnings
– US Senators react to Nvidia’s plans for facility in China
– New compliant chips for China by Nvidia and AMD
– Trade restrictions reach EDA software
– Vertical integration reaches China: Sugon-Hygon merger
– AMD-Sanmina split ZT Systems
– DOE NERSC’s “Doudna” supercomputer
– UK-EU dial up supercomputer re-collaboration
– Big AI in hot pursuit of AGI and SI
– Stargate plans for US center with 400K GPUs, other sites in Mid-East and Asia
– Would Nvidia invest in PsiQuantum?
– Photonic and silicon-based Quantum Computing line up
– D-Wave rolls out new Advantage 2
– RISC-V turns 15, positions itself “as a pillar of digital sovereignty on the world stage”
– ISC25 June 10th in Hamburg with 195 exhibitors from 31 countries
– Meetings, Decisions, Intuition
– Apple, Steve Jobs, Mike Markkula
– Daniel Kahneman, Thinking Fast and Thinking Slow
– Sam’s Club Grab and Go, Costco
– Computex 2025
– NVLink Fusion, DGX Cloud Lepton
– Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro
– Jack Dongarra, US Leadership in HPC
– Matrix Algebra, 64 bit precision
– Chiplet Alliance, UCIe consortium
– “Motherchip” vs. Motherboard
– SMIC, China’s Semiconductor Industry
– Cisco in quantum networking, quantum scale-out
– HPSF.io open source HPC stack
– The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists
– Three layers of org charts
– Search-SEO, AI-AIO, AIAIO?!
– AI vs Humans
– Japan’s Rapidus 2nm chips
– McKinsey’s $7T datacenter forecast
– Nvidia, trade restrictions, national competitiveness
– Geoffrey Hinton’s AI warning
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation.
– Salishan Conferenc
– HPC-AI Divergenece
– FugakuNext Zettascale?
– TSMC A14 Fab, Intel 18A Fab
– AmKor CoWoS Packaging Arizona
– Intel Earnings, AI strategy
– This week in GPU geopolitics
– Intel and Silverlake in Altera FPGA deal
– Storage is what’s next as investment soars
– 2nm chips are coming to Taiwan and Arizona
– Argonne’s nuclear reactor digital twin helps monitor, manage, train
– An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP)
– TSMC may face US$1B penalty
– Chinese AI players order $16B of Nvidia H20s
– Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B by 2028
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China.
– US Tariffs and Technology Sector
– Intel-TSMC Joint Venture?
– DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus
– Sandia National Lab to test laser-based photonic cooling via Maxwell Labs
– 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs
– Lightmatter 3D co-packaged optics
– AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud
– ASML to open repair hub in China
– EuroHPC-JU’s CINECA selects 140-Qubit Pasqal system
– ORNL sees a path for quantum performance advantage for Fluid Dynamics
– Classiq, Deloitte Tohmatsu, and Mitsubishi Chemical compress quantum circuits by 97% and 54%
– Prof Torsten Hoefler of ETH wins ACM Prize in Computing
– GTC25 Quantum Day
– Post-Quantum Cryptography guidelines
– Quantum Blockchain?
– NVMe-enabled HDD storage with SSD cache
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).
– 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
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!
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.
– TSMC $100B investment in Arizona Factories
– EuroHPC Project DARE using RISC-V
– Julich 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
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.
– Government layoffs funding disruptions cause uncertainty and concern for scientific leadership
– Cat Qubits: AWS Ocelot, Alice and Bob
– ASIC vs GPUs vs Accelerators
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, Mark Nossokoff, Research Director, and Bob Sorensen, Senior VP of Research.
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.
– Be Creative !?
– Complexity of success
– Repeatability of success
– SBUX re-success
– Nvidia continuous success
– AI vs. Search
– 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
– 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
– Big AI land grab
– Nuclear power for data centers
– New European-origin quantum system in Spain
– Softbank eyes Ampere
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.
– DeepSeek, 1+5 lessons
– Rack Scale Arch redux, Intel GPU roadmap change
– LLNL and OpenAI, national security apps, fully on-prem?
– Google and Kairos Power, Small Modular (nuclear) Reactors
– Massive AI datacenter investments: $500B Stargate, $600B Saudi
– When datacenters can’t get bigger
– India enters the chip manufacturing market
– CHIPS Act in Trump Administration
– Quantum Computing stocks
– Intel’s mystery acquirer
– HPE’s $1B win
Datacenter power and cooling has rapidly emerged as a critical topic in HPC and AI. System roadmaps only point to additional requirements. In this episode of the @HPCpodcast’s Industry View, we are joined by Chris Orlando, Founder and Chief Strategy Officer of DDC Solutions to discuss high density cooling, dynamic control, safety and compliance, and the enduring role of air cooling in the datacenter.
– China’s TOP100
– AI PCs, workstations, workgroup servers
– DataCenter Capacity Growth
– MPI ABI
Review of 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.
– Beyond EUV lithography, LLNL, DOE
– ASML, GPUs, China, trade sanctions
– AI infrastructure build-out
– TSMC 2nm Chips in 2025
– China, Advanced GPUs, Advanced AI
– High Tech companies pursue government contracts
– Neuromorphic chips, artificial fast neurons
– Farewell 2024, thank you @HPCpodcast listeners
– Long-Thinking AI
– UALink + optical
– Arm-Qualcomm lawsuit
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.
– 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
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. 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.
– Intel CEO Pat Gelsinger retires
– Marvell-AWS supplier alliance
– Chinese quantum computer Tianyan-504
– 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
By popular demand, special guest Sam Brealey joins us again for a deeper discussion of marketing for the small and medium sized businesses/enterprises (SMB/SME). We also discuss 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!
– Supercomputing show SC24 moves closer to mainstream
– Hyperion’s HPC Market Sizing
– Huawei AI chips, trade restrictions
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.” 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.
– Supercocmputing-24 conference starts today
– TSMC, CHIPS Act, semiconductor demand
– Sandia National Lab and Cerebras
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.
– 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
Special guest David Kanter of ML Commons joins Shahin Khan and Doug Black to discuss AI performance metrics. In addition to the well-known MLPerf benchmark for AI training, ML Commons provides a growing suite of benchmarks and data sets for AI inference, AI storage, and AI safety. David is a founder, board member of ML Commons and the head of MLPerf benchmarks.
– India rising
– High Bandwidth Memory (HBM) in short supply
– Novel accelerator architectures
– CHIPS Act funds Extreme Ultra Violet Lithography technology in the US
– Red Herrings, Strawmen, Slippery Slopes
– Tupperware, Nike, Starbucks
– Affiliate Marketing
– 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
– 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
– 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
– 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
– Intel Xeon 6, Gaudi 3, MRDIMM, AMX
– Intel 3 Fab, TSMC, Samsung, Chip subsidies
– AMD Turin, AMD UDNA
– Quantum update
In this episode of the @HPCpodcasts Industry View we are joined by Patrick Caporale of Lenovo to discuss memory-centric architectures, Non Von-Neumann architectures, advances in I/O, CPU-Memory-I/O gap, computational storage, NUMA, disk, tape, Ultra Ethernet Consortium, Ultra Accelerator Link, CXL, tiered storage, power and cooling, heat capture, and more.
– AI-fueled M&A rumors: Intel, Qualcomm, Ampere
– Three Mile Island resurrected to feed GPUs for Microsoft
– Beyond GPUs lie specialized chiplets
We discuss the Aurora supercomputer, Exascale, AI, reliability at scale, technology adoption agility, datacenter power and cooling, cloud computing, quantum computing.
– 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
– Oracle Cloud 130K Blackwell plan
– AI inference battleground
– Storage for AI
– Rhea takes Jupiter to Jülich
– 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
– Nvidia Blackwell delays
– Inference champions
– AI regulations
– Supercomputing in Russia
– 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
Dr. Mike Heroux joins us 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.
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 SimOps, an important shift in the industry and a parallel to DevOps but for digital product design and scientific discovery.
– 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
– UK Govt. cuts to exascale and AI projects
– Investment in AI inference rises
– AI models: open source vs. guardrails in
– Will SC24 be the largest supercomputing event ever?
– This meeting could have been an email I wouldn’t read
– Resilience, Crisis Management
– Decision Making, Improvisation
– Intel Financial Results
– Nvidia Blackwell Delays
– Which programming language is most energy efficient?
– Discoveries led by exascale software
– 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
– 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?
– AI survey by S&P Global Market Intelligence commissioned by Vultr
– OpenAI proposes 5 levels of AI based on capability
– SoftBank acquires Graphcore
In this special instance of our Industry View feature we are joined by Jonathan Ha who is Senior Director of Product Management for AI at Penguin Solutions. 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.
– SMIC Wafer Yields for Huawei Ascend 910B AI Chip
– Goldman Sachs Report on Gen AI ROI, Readiness
– New Startup Fuels Special-Purpose Chip Trend
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?
– 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
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.
– GPU price wars?
– Rectangular wafers for more/bigger chips
– AI assistant for science
– AI Supercomputer in Japan, New exascale in the EU
– 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?
– Obsession
– Competition
– What Market Share?
– Hedgehog and Fox
– 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
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.
– 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?
– 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
– Hitting the target
– Starbucks, Mobile Orders
– It’s Not the Data
– Private Internal Communications?
– Faking AI Projects
– Who will join the Exascale club next?
– Nvidia “paints it green”
– Other AI chips impress
– Student Cluster Competition winners
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.
– 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
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).
– 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
Cristin Merritt joins Shahin and Doug to discuss Women in HPC, 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 Women in HPC (WHPC) for the ISC24 conference to be held in Hamburg, Germany next week from May 12–16.
– 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
– Eclipse-like markets
– Featuring your competition in your ad?
– Chevy Nova’s naming myth
– Math and Marketing
– The Seinfeld-Bergman Spectrum!
– New supercomputers at Los Alamos and France-CEA
– Stanford AI Index Report
– Bitcoin Halving
– Argonne-UIC Crabtree Institute for Discovery and Sustainability
– 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
– 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
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
– 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
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 plans 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.
– Nvidia GTC24
– Intel fab and US CHIPS Act
– Who isn’t in the Ultra Ethernet Consortium?
– Samsung HBM-or-GPU blend
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.
– European AI Act
– 5nm Cerebras Wafer Scale Engine 3
– A faster matrix-multiply algorithm?
– Meta’s GenAI Infrastructure
– 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
– 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?
– 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
– 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
– AI Security, Safety, Containment, Governance
– U.S. AI Safety Institute Consortium (AISIC)
– Running CUDA Apps On ROCm
– Exascale software linear algebra software libary
– Chinese chipmaker Loongson tapes out 16-core DragonChain-powered CPU
– Photonic computing chip at University of Pennsylvania
– 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
– 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
– 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
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).
– 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
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!
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.
– 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
– 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
– Intel-4 fab, IDM 2.0, Ericsson
– CXL, Samsung, Red Hat
– AI startup funding
– Quantum Key Distribution landscape
– 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
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.
– 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
– Intel Gen-5 Emerald Rapids launch
– 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
– Cartoon: your product v. pictures of cats
– Agency/freelance pricing models
– How do you define quality?
– 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
– Cartoon: Ven diagram
– What’s the value of Time? of Experience? Creativity? Luck?
– Do you like your customers?
– Marketing Supercomputers, case study
– 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
Adrian Cockcroft joins us again after SC23 to discuss TOP500 trends, the AI-HPC crossover, 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.
– 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
– SC23 stats
– Exascale update and future
– Raft of new chips
– Quantum Village at SC23
– UCIe, PCIe, Ultra Ethernet
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.
– SC23 Starts, TOP500 later today
– Storage at Scale, DAOS, Aurora, Linux Foundation
– Sandia National Lab and DDN
– TSMC 1.4nm, SMIC financials
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.
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.
– 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
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. In this episode of Industry View, we cover many topics including the Cray journey, the HPE acquisition, the opportunities and challenges of AI, the geopolitics of high tech.
– Cartoon of the week: double feature
– Are movies getting longer?
– Self Organizing Units, micro metrics for micro management
– Even the best companies face complexity
– 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
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.
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.
– 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
With the annual observance of Exascale Day on October 18th, we were delighted to get a chance to discuss the journey to Exascale with Dr. Paul Messina who led the Accelerated Strategic Computing Initiative (ASCI) program from 1998 to 2000, and was the first director of the Exascale Computing Project (ECP) from 2015 until late 2017.
– 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
– 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
– Buzzword Density
– Critics as Media
– J&J’s New Logo
– Emergent Phenomena, Self-Organization in Marketing
– 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
– 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
– 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
– Intel Innovation Event, FPGA, Open Source
– AI-Oriented Papers in Science
– Arm IPO and Strategic Shift
– AMD EPYC 8004
Special guest David Barkai discusses his new book, Unmatched: 50 Years of Supercomputing. 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.
– NVIDIA TensorRT-LLM
– Honeywell Leverages Quantum Computing Encryption Keys
– TSMC Silicon Photonics
– Microsoft Copilot AI Indemnification
– HPC Forum Tuscon
– Competence v. Confidence v. Complexity
– Bad Data v. Bad Attitude
– AI-Generated Content’s Copyright and DRM
– Strategy v. Change Management
Mike McGrath of Red Hat in our ongoing coverage of the biggest controversy in Open Source in years. 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.
– 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
Greg Kurtzer, founder and chief executive officer of CIQ joins us to discuss the recent Linux controversy and the subsequent formation of the Open Enterprise Linux Association, a new industry alliance led by CIQ, Oracle, and SUSE. Stay tuned for an in-depth discussion with Mike McGrath of Red Hat.
– 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”
– The unicorn Barbie
– Sequels v. One-Time Phenomenon v. Fresh New Material
– Bad Ads? Who’s to say?
– Complexity, the book Doug is writing
– 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
– Linux Wars continue as Oracle, SUSE, and CIQ form Open Enterprise Linux Association
– China’s tech companies place $5 billion of orders on US chips
– Intel improves on-chip vector instructions
– 2023 Gordon Bell Prize Finalists also point to TOP500
– Cookies and “sketchy data”
– WARC WARNS: AI for Market(ing) Mix Modeling
– GM’s new CMO hailing from digital; and CVS?
– 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
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.
Why is technopolitics a good lens? Technology has always had a big impact on geopolitics and global competitiveness. What’s special now?
– 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
Ultra Ethernet Consortium, Meta Microsoft Llama 2 Open Source AI, NTT Tokyo Tech 300GHz 6G, Cerebras-G42 AI, NREL Quantum w Atom Computing
– 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
Cartoon of the weak is about bad marketing, alignment between CMO and CEO, social media wars, and 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.
Dr. Joe Landman joins us to discuss the recent firestorm in the Linux world 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.
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
Mark Himelstein, CTO of RISC-V joins us to discuss RISC-V: 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!
What’s the latest in quantum computing? Special guest Bob Sornesen of Hyperion Research joins us again to discuss market growth, customer sentiment, recent advances in noise management, applications, and the geopolitics of quantum computing.
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.
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.
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 vendor.
This episode is sponsored by Lenovo.
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”!
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.
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.
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.
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.
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.
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.
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. 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.
We discuss Silicon Photonics with Keren Bergman of Columbia University. 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.
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?!
Adrian Cockcroft, Stephen Perrenod, and Shahin Khan get together in a free-flowing coffee-shop style discussion of future system architecture in supercomputing.
When soldiers are software engineers a new warfare emerges. 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 funding (£800m) for the UK Exascale program. Recent changes to the Intel high-end GPU roadmap.
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.
What does marketing success mean? The difficulties in digital attribution, interpreting data, and whether econometrics can be a solution? And going deeper into how the concept of “customer satisfaction” actually correlates to product sales.
Bob Coecke, co-author 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.
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.
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).
We discuss add-on marketing (ice cream cones), tie-in marketing (Nike-Tiffany campaign) and the risks of “rebranding”, and then marketing as a science, and the use of AI in marketing given all the new advances.
We caught up with Prof. Matsuoka and Hoefler to discuss Myths and Legends in High-Performance Computing” which tackles 12 important topics, helps formulate the right questions, and instigate the important discussions.
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.
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.
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.
Year-in-review double-issue episode 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, Nvidia-Arm deal, Chips and Science Act, HPC software, and fusion energy.
Barbie-the-movie was announced and it is a big, and so-far effective, move. ChatGPT exceeded expectations, impressed, disappointed, scared, all at the same time. Impression data and the role of CMO. And Harvard Business School and product innovation vs. financial engineering.
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.
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.
“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
Join us as we review what happened at SC22 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!
Microsoft Office has become Microsoft 365. Retail mergers are interesting because it’s a competitive low margin business. Buying vs. shopping maps well to online vs. in-store. Meat alternatives is tough market. And a big discussion on brand loyalty.
The 60th edition of the TOP500 list is here, reresenting 30 years of systematic data on the highest performing computer architecture and configurations. We look at the highlights of what changed and what can be expected to change in systems, technologies, and geographies.
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. Chip War has been shortlisted for Financial Times Business Book of the Year award.
SC taglines since SC14. 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.
Twitter deal’s backchannel texts. Is “Distinctive” sufficiently “differentiated”?! Complexities of marketing data. Marketing Mix-it-up!
We are delighted to havet 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.
Blades are shipping for the storied Aurora exascale supercomputer. The well-crafted and executed Intel Innovation Day. Linux wars. And the Tesla AI day.
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.
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 of HPC technology and policy trends.
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.
Netflix’s move to the cloud, ESG and HPC data, Formula-1 racing, and cloud configurations and interconnects for HPC and AI workloads. Cool stories and valuable insights in this episode as we get together with tech luminary and OrionX partnerAdrian Cockcroft.
Hot Chips conference: UCIe, 3D packaging, Silicon Photonics, inference in the device or in the data center, edge, CXL, code generation. Update on Quantum Computing. And dedication ceremonies for the Frontier exascale system.
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.
Every company spends money on Lead Generation. How do you determine your marketing mix and then match it to the sales cycle and buying behavior? Lots of moving parts, and we go over many.
When does “nudging” becoming “nagging”? Behavioral science studies aim to understand the impact of choice architecture and publication bias. What is “Growth Hacking” and why is it too dangerously close to crossing ethical lines?
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.
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.
We caught up with Melyssa Fratkin, Industrial Programs Director at the Texas Advanced Computing Center (TACC), and co-chair of Texas Women in HPC to discuss the state of Equity, Diversity, and Inclusion in HPC and her recommendations on how to accelerate progress in this important area.
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!
A lot has changed in HPC and a lot has changed in marketing. What should smart organizations do to improve their market presence? We discuss this with special guest and “SC Perennial” Mike Bernhardt.
Following reports that ASML is under diplomatic pressure to regulate the export of its fabrication equipment to China, we discuss market data, other suppliers, and some of ASML’s own suppliers. We also set up for future drill-down on HPC software, and welcome suggestions for guests who can shed light on various parts of it.
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?
Following the Request for Information (RFI) issued last week by the DOE, we caught up with Dr. Horst Simon 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!
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.
The HPC User Forum held a special event at ORNL last week, included a viewing of the facilities and discussed the future of supercomputing hardware and software and staffing challenges of HPC sites. Doug Black was there.
Sentience, consciousness, and personhood, and the urgency of thoughtful social policies based on ethical and legal frameworks. Also the state of Crypto and NFT: technologies that might find valid use cases often manifested as investment vehicles that require close scrutiny.
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. 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.
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!
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.
Shahin and Doug discuss the value add of retail stores versus direct-to-consumer, personalization and the potential traps of using data in marketing, and television advertising by startups.
Winner of the Purple Ribbon Medal, one of Japan’s highest honors, Prof. Satoshi Matsuoka oversaw the development and launch of the Fugaku supercomputer, currently number 1 on the TOP500 list. He joins us in a super fun conversation covering a wide range of topics.
Fastest AI supercomputer according to Google, price hikes by TSMC and Samsung, visualization of a black hole in our own galaxy, and IBM’s ambitious and well-executed quantum computing roadmap.
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.
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, and discuss proliferation of new architectures. This is another episode you’d want to listen to more than once!
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.
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.
Another must-listen episode, this time covering HPC storage with Gary Grider, leader of the high performance computing division of Los Alamos National Laboratory (LANL). News: Quantiniuum, investigating war crimes, multi-faceted math, and TSMC’s quarterly revenues.
A new segment, Top of The News, covers Federal funding for PsiQuantum and Global Foundries, the AMD-Pensando deal, and Fujitsu’s cloud offerings. The main topic is storage as we discuss Computational Storage, Erasure Coding, Storage-Class Memory, and Data-Centric AI.
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.
Special guest Dr. Jeff Nichols oversees DOE’s National Center for Computational Sciences, and a key figure in the installation of breakthrough supercomputers such as Titan, Summit, and now Frontier.
We discuss the past and future of supercomputing as we get a behind-the-scenes glimpse of Frontier, the $600 million 30 MW supercomputer at ORNL, comprised of 50-60 million parts in 100+ cabinets and slated to be the first exascale computer in the US.
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.
In a recent paper, Daniel Reed, Dennis Gannon, and Jack Dongarra, have started an important discussion about HPC, its future, and its impact on American competitiveness. We welcome Dan Reed as a special guest of the @HPCpodcast to go a level deeper. Dan is Presidential Professor of Computational Science at the University of Utah and a thought leader and luminary of supercomputing.
We start with the news of Amazon closing their physical retail (not grocery) stores and the interplay between physical and digital commerce, on to the Metaverse and today’s use cases., and ending with a discussion of outsourcing and its impact on business profits and identity.
We continue our discussion of AI in Science with Rick Stevens of Argonne National Lab. 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 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. This is part 1 of our conversation.
“Direct to Consumer” marketing and its impact on Go-to-Market planning. Branding and product advantage, differentiation vs. distinctiveness. Role of marketing. The joys and complexities of color management in the digital age. Join us!
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.
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.
Web3, IoT/Edge, AI, HPC, Blockchain, Cryptocurrencies, GPUs and Quantum, Cyber Risk, 5G, and BioTech represent the top-10 tech trends. 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.
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? Did you say “removed negative reviews”? Join in!
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.
This episode covers Wordle (recorded before it got acquired), marketing rants on Twitter, Peloton, Competitive Advantage, TikTok, and why CMOs, like CIOs, are like radioactive material!
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.
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.
After SC21, Patrick Kennedy of Serve the Home online publication got quite the scoop when he met with Intel’s Raja Koduri to discuss Zettascale projections and plans, stipulating a 2027 timeframe. Is that realistic? Tune in and let us know what you think.
We discuss how global competition around advanced technologies has turned geo-politics into “techno-politics” and techno-nationalism, and a recently published academic paper Chip Geopolitics: If China Invades, Make Taiwan ‘Unwantable’ by Destroying TSMC.
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!
Special guest Bob Sornesen 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 conference last week.
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.
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 to 5G include computationally intensive components.
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. Join in!
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”
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.
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.
There is recurring “Fear, Uncertainty, and Doubt” leveled at Bitcoin and cryptocurrencies in general. Steve Perrenod and Shahin Khan go over the list to demystify. On the menu: intrinsic value, energy usage, slow transactions, China, etc.
“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”
An in-depth discussion with a panel of experts, this time about the sales cycle, marketing funnel, and customer journey.
“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.” – Shahin Khan
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? What does it cost to measure marketing data? What are the pitfalls in interpretation of data? Metrics and complexity
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.
Customer Sentiment Surveys: The Power of Knowing, Not Assuming: 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.
“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.
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.
Menlo Park, Calif. – Nov. 13, 2020 — OrionX Research today unveiled the fifth edition of the CryptoSuper500 list. 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.
“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.”
In this era of “Too Much Data”, it is imperative to understand and have a plan for Edge Computing. We discuss it all with Bill Walker, CTO of Edge Computing pioneer Tensor Networks.
Learn more about creating and growing your online community, and participate in a group discussion at the Bay Area Content Marketing Meetup, “Building Successful Online Communities” to on October 8 with Linda Crowe from IBM and Celia Chase of OrionX. Register here
Collecting and transforming data into actionable competitive intelligence (CI) is a difficult phase of CI, so having a few proven processes can really help. In this part, you will learn analytical methods to scrutinize the raw data along with the ability to synthesize this data into a relevant and compelling narrative.
Watch the recording now.
See Shahin Khan’s keynote talk at the upcoming 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.
Thu, Sept 3, 2020; 12:00am – 5:30pm pacific
Shahin’s talk is at 4:50pm pacific
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, Back-end integration, Provisioning, Fleet management, Scale, Security, Device identity, HW roots of trust, Trusted supply chain.
Thu, Aug 13, 2020, 1:00-2:30 pm Pacific
Sign up on Meetup.com: https://www.meetup.com/enterprise-iot/events/272160322/
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
Supercomputers, which do the heavy lifting for AI, science, and engineering, are increasingly also safeguarding digital money. 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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