OrionX Editorial Team

– 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)

– 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

– 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

– 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

-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

– “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

– 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

– 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

– 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

– 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

– 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

– 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

– Provably unconditional quantum (information) supremacy
– Big clouds balance own vs merchant GPUs
– Big unexpected players in HPC/AI infratech

– 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

– 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

– 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

– 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

– 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!

– 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

– 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

– French gov’t to acquire Eviden
– Made-in-China 5nm chips
– WSTS semiconductor market forecast
– Can AI end the world? Stephen Hawking’s warning

– 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

– 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

– Japan’s Rapidus 2nm chips
– McKinsey’s $7T datacenter forecast
– Nvidia, trade restrictions, national competitiveness
– Geoffrey Hinton’s AI warning

– 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

– 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

– 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

– 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

– Government layoffs funding disruptions cause uncertainty and concern for scientific leadership
– Cat Qubits: AWS Ocelot, Alice and Bob
– ASIC vs GPUs vs Accelerators

– 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

– 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

– China’s TOP100
– AI PCs, workstations, workgroup servers
– DataCenter Capacity Growth
– MPI ABI

– 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

– 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

– 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

– Supercomputing show SC24 moves closer to mainstream
– Hyperion’s HPC Market Sizing
– Huawei AI chips, trade restrictions

– Supercocmputing-24 conference starts today
– TSMC, CHIPS Act, semiconductor demand
– Sandia National Lab and Cerebras

– 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

– India rising
– High Bandwidth Memory (HBM) in short supply
– Novel accelerator architectures
– CHIPS Act funds Extreme Ultra Violet Lithography technology in the US

– 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

– AI-fueled M&A rumors: Intel, Qualcomm, Ampere
– Three Mile Island resurrected to feed GPUs for Microsoft
– Beyond GPUs lie specialized chiplets

– Oracle Cloud 130K Blackwell plan
– AI inference battleground
– Storage for AI
– Rhea takes Jupiter to Jülich

– 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

– 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?

– 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

– AI survey by S&P Global Market Intelligence commissioned by Vultr
– OpenAI proposes 5 levels of AI based on capability
– SoftBank acquires Graphcore

– SMIC Wafer Yields for Huawei Ascend 910B AI Chip
– Goldman Sachs Report on Gen AI ROI, Readiness
– New Startup Fuels Special-Purpose Chip Trend

– 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

– 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?

– 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

– 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

– Who will join the Exascale club next?
– Nvidia “paints it green”
– Other AI chips impress
– Student Cluster Competition winners

– 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

– 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

– 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

– 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

– 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

– Nvidia GTC24
– Intel fab and US CHIPS Act
– Who isn’t in the Ultra Ethernet Consortium?
– Samsung HBM-or-GPU blend

– 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

– 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

– 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

– 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

– 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

– 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

– 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

– 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

– 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

– SC23 Starts, TOP500 later today
– Storage at Scale, DAOS, Aurora, Linux Foundation
– Sandia National Lab and DDN
– TSMC 1.4nm, SMIC financials

– 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

– 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

– 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

– 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

– 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

– Intel Innovation Event, FPGA, Open Source
– AI-Oriented Papers in Science
– Arm IPO and Strategic Shift
– AMD EPYC 8004

– NVIDIA TensorRT-LLM
– Honeywell Leverages Quantum Computing Encryption Keys
– TSMC Silicon Photonics
– Microsoft Copilot AI Indemnification
– HPC Forum Tuscon

– 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

– 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”

– 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

– 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

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