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Big Ideas. Simplified.

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Join the OrionX team and guests in lively discussions of Big Ideas in Tech, covering trends and products that can impact your investment decisions and change the technology options you consider.

HPC, AI

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Join Shahin Khan and Doug Black, insideHPC’s editor-in-chief, in their weekly discussion of key technology trends that drive high performance computing and artificial intelligence.

Marketing

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News and happenings in the world of marketing, from the board room to customer programs, with Shahin Khan and Doug Garnett of Protonik.net.

Podcasts

HPC News Bytes – 20251208

– 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

 

HPC News Bytes – 20251201

– CRN’s Top 10 Semiconductor Companies of 2025
– Google TPU vs. Nvidia
– Neoclouds, a New Customer Class
– DOE Genesis Mission National Initiative

 

HPC News Bytes – 20251124

– 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

 

@HPCpodcast-106: TOP500 at SC25 Conference

SC25 showed continued strength of the HPC community with about 16,500 attendees, 560 exhibitors, and the usual fastest network, SCinet, this time with a pack bandwith of 13.7 TBytes/s. And as usual, the latest edition of the TOP500 list was released on Monday. Not a lot of changes in the TOP10 this time, but several noteworthy developments, including the first officially rated exaflop system in Europe at the Julich Supercomputer Center.

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.

HPC News Bytes – 20251117

– 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: AI, Crypto, Quantum, Chips – OXD33

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

@HPCpodcast-105: Dan Nystedt on Chips, China, AI Tech

If you’ve been following Dan Nystedt on social media, you are familiar with his insightful commentary and his unique perspective. Dan is vice president of research at Tri-Orient Investments, a private institutional investor that has been active in Asian markets since 2010. A former journalist, fluent in Chinese, based in Taiwan, and deeply familiar with the tech scene in one of the most vibrant technology centers in the world, Dan is a source of important market and technology signals. We caught up with him last week 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. Join us!

 

HPC News Bytes – 20251110

– 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

 

HPC News Bytes – 20251103

– New Exa-Class Supercomputers at DOE labs, HPE, AMD, NVIDIA, Oracle,
– AI-RAN, Telecoms+AI, Nvidia+Nokia+partners
– Intel+SambaNova ?

 

HPC News Bytes – 20251027

– 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

 

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