In the News
Dataquest: Hot ice cream, sleepless cats and affordable quantum computers
“We do not expect a ‘transistor moment’ yet, where a particular approach to quantum computing would break away. Superconducting, Trapped ion/atom, Photonics, Electron spin, Topological, etc. and possibly combinations of them will continue to receive significant R&D investment.” – Shahin Khan
SC21 Postview
What Happened at the SC21 Supercomputing Conference? InsideHPC “pulled together a quartet of HPC thought leaders from the technology analyst and national lab communities to gather their reflections”. See the video in this article: Thoughts on SC21: Exascale, TOP500, Diversity in HPC, Quantum, the Metaverse
Voice & Data: Time for Data to Get the Edge
“The big change in IT is where there is simply too much data; too much to be made sense of without mathematical models, too much to handle without automation.”
Shahin Khan in Voice & Data, “Time for Data to Get the Edge” is available to read here.
The US-China Supercomputing Race, Post-Exascale HPC Government Policy and the ‘Partitioning of the Internet’
“What we are seeing is the partitioning of the internet, according to geopolitical winds,” Shahin Khan, partner at consulting firm OrionX.net, told us. “I also think that we are moving from geopolitics to ‘techno-politics,’ and that the significance of technology in determining balances of power around the world is becoming more pronounced. That means we are in a new zone, a new regime, where technological advances have a much more direct impact on geopolitical considerations than they did before. Certainly with AI and 5g, the pandemic, robotics and cryptocurrencies, with quantum computing, we’re seeing that every one of these technology megatrends is becoming a race for national competitiveness. It means that technology is no longer its own thing, it is central to how balance of power on the global scene is going to pan out.”
Gelsinger Speaks: Intel’s New CEO Debuts Today – What Will He Say?
Shahin Khan said: “This is a new kind of event for the company and will receive global attention from the financial community, policy makers and the industry. The opportunity is to provide an overall vision of the future that is aligned with the company’s many strengths, project confidence and unify all key market segments, including servers and accelerators.”
Edge Computing Drives the 4th Phase of IT
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.
Growing Data Management Needs will Push Supercomputing to the Edge
“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.”
Bitcoin is Anti-Fragile: 20 Reasons/a>
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
Keeping Track of the Supercomputers that Mine Money
Supercomputers, which do the heavy lifting for AI, science, and engineering, are increasingly also safeguarding digital money. Unlike traditional supercomputers engaged in scientific or analytics applications, CryptoSupers excel at cryptographic calculations. While the metric for traditional supercomputers is Petaflops or Exaflops (floating point operations per second), the figure of merit for CryptoSuper is Petahashes per second or Exahashes per second.
-By Stephen Perrenod & Shahin Khan
The Future Supply Model, Era 4
This article presents three two-parameter models for Bitcoin valuation with projections until the year 2050. Prices and supply, combined as market caps, and stock-to-flow and fractional supply remaining, were tabulated at each Block month boundary for the past ten Block years.
– By Stephen Perrenod
Bitcoin is Having a ‘Halving’ Amidst a Pandemic
Monday, May 11, 2020, witnessed the third Bitcoin a “halving”. That it happened in the middle of a pandemic and economic shutdown gives it more visibility as a new asset class and arguably a safe store of value. Here’s an explanation of what Bitcoin is, why it “halves”, and what that might mean to its value.
– By Shahin Khan
Blockchain: Streamlining Disrupted Supply Chains During COVID Crisis
When a crisis strikes it is all about robustness and agility. Both the supply and the transport of goods are interrupted during a pandemic or other broad emergency. Factories are shut, air cargo routes are impacted and shipping capacity may be diverted for more critical medical supplies.
– By Stephen Perrenod and Shahin Khan
Multi-Cloud Era – So Who Wants a Mixed-Tape?
“Data is unique, sticky, has gravity, while computing is transient, substitutable. So that leads to data movement, compliance, governance, and cost optimization. Digital infrastructure is a make-or-break fabric in the coming years and customers want to be able to switch providers if they need to.” – Shahin Khan, OrionX
China’s Coming Crypto Yuan and the Digital Disruption of Banking
“New technologies typically are known to disrupt markets and companies but with blockchain and cryptocurrency we have a technology that can disrupt governments, too.” – Shahin Khan, OrionX
Analyst: Contrary to popular belief, $1 million Bitcoin won’t happen in the next decade
“The predicted long-term price for the Future Supply model is around that of the S2F model in the early 2020s but never exceeds $100,000 for the regression on the full data set. However, the price volatility is a factor of greater than two (one standard deviation), so $100,000 could be readily breached from time to time.” – Stephen Perrenod, OrionX
Analyst: Contrary to popular belief, $1 million Bitcoin won’t happen in the next decade
“Using the best fit parameters, the model converges toward an asymptotic value for market cap of $1.63 trillion (in 2020 dollars) and an asymptotic price of $77,500. However, these values have high uncertainty due to the limited price history and high volatility of Bitcoin.” – Stephen Perrenod, OrionX
A Future Supply Model for Bitcoin’s Market Cap
A Non-Divergent, Long-term, Residual Supply-driven Bitcoin Forecast
– By Stephen Perrenod
Modeling Bitcoin Value: Three Methods
Price-Time, Price-Difficulty, Price-Stock2Flow
– By Stephen Perrenod
AI and Data Irony – Ferrari without Fuel?
“AI models need a lot more data than was hoped, and then only work within the scope for which they were trained. Data capture is hard and once you set it up and it’s working, people tend to leave it alone. ‘Don’t touch it’. It’s easier to re-train or manually tag. Rethinking of data capture should be an ongoing process.” – Shahin Khan, OrionX
CryptoSupers Smash Moore’s Law
A Non-Divergent, Long-term, Residual Supply-driven Bitcoin Forecast
– By Stephen Perrenod
Lenovo Hosts AI Researchers at SC19
In this special guest feature, Dan Olds from OrionX.net writes that university researchers had an opportunity to showcase their work at the third annual University AI Challenge at SC19.
– By Dan Olds
Can Blockchain Help ML and AI?
“You know it’s important. You know something is going on here. But to put your arms and mind around it and figure out what all is happening is really complex. Digitalization of money is going to happen. It is inevitable.” – Shahin Khan, OrionX
GPU-flingers’ bash: Forget the Matrix, Neo needs his tensors
What’s a tensor? Glad you asked…
Last week, Nvidia held its biggest ever GPU Technology Conference (GTC). The big walk-away is that GPUs are rapidly becoming an expected and standard component of computing, table stakes in many cases, across the computing platform. Big deal right there and hence the frothiness of much of the coverage.
– By Shahin Khan
Cray launches new supercomputers that can run AI workloads more effectively
“Early adopters of big data analytics and AI have learned a painful lesson as they have struggled to scale their applications and keep pace with data growth and use more sophisticated models. You must have the right systems from the beginning to be able to scale, otherwise inefficiencies accumulate and multiply.” – Shahin Khan, OrionX