The OrionX Podcast Channel
Big Ideas. Simplified.
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
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
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 – 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
HPC News Bytes – 20251020
– 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!
HPC News Bytes – 20251013
– 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
@HPCpodcast-104: Silicon Photonics, w Keren Bergman (2)
We had the opportunity to catch up again with Keren Bergman to discuss the latest developments in fast moving optical technologies: co-packaged photonics/opto-eletcronics/silicon photonics, photonic integrated circuits (PICs), and optical computing.
We also discuss the sate of the market, the impact of AI, manufacturability, the software stack, ease of deployment, and the well-funded and promising start up, Xscape Photonics, co-founded by Professor Bergman.
Professors Bergman is the Charles Batchelor Professor of Electrical Engineering, Faculty Director of the Columbia Nano Initiative, and Principal Investigator of Lightwave Research Laboratory at Columbia University. She is the recipient of the 2016 IEEE Photonics Engineering Award and is a Fellow of Optica (Optical Society of America) and IEEE.
Our last conversation was in epsidoe 54 when we discussed a wide range of topics including: “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.”
HPC News Bytes – 20251006
– Provably unconditional quantum (information) supremacy
– Big clouds balance own vs merchant GPUs
– Big unexpected players in HPC/AI infratech
HPC News Bytes – 20250929
– “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
HPC News Bytes – 20250922
– Nvidia, Intel, and $5 Billion
– Is APU the way to go?
– Nvidia, Enfabrica, and $0.9 Billion
– Interconnects and Networking key to AI Data Center
– PsiQuantum and $1 Billion
– Investment continues to grow for Quantum Tech
HPC News Bytes – 20250915
– Nvidia Rubin CPX
– AI Inference, Prefill, Decode, Context
– Oracle and OpenAI
– Nvidia and OpenAI in the UK
– UK MOD Google Cloud
– Digital Sovereignty
HPC News Bytes – 20250908
– 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: AI, Crypto, Quantum, Chips – OXD32
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”
HPC News Bytes – 20250901
– MIT Quantum Index report 2025
– AMD+IBM for supers+quantum
– Here comes tent-as-a-datacenter
– Nvidia Earnings
– Hot Chips conference recap
HPC News Bytes – 20250825
– 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
@HPCpodcast-103: Stanford AI Index 2025 w Nestor Maslej
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.
This year’s report is 456 pages covering a wide range of topics in eight chapters:
1) Research and Development
2) Technical Performance
3) Responsible AI
4) Economy
5) Science and Medicine
6) Policy and Governance
7) Education
8) Public Opinion
We discussed last year’s report in episode 85 on June 7th, 2024. We recommend that you listen to both podcasts to get a more complete view.
HPC News Bytes – 20250818
– 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
Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31
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:
– What AI Agent Swarm Coding is like
– Bitcoin Treasury Companies
– U.S. AI Action Plan
– Power Generation, Nuclear Energy
– Sovereign AI
HPC News Bytes – 20250811
– 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
HPC News Bytes – 20250804
– 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
HPC News Bytes – 20250728
– US AI Action Plan
– STMicro NXP MEMS sensors
– Nvidia H20, TSMC packaging capacity
HPC News Bytes – 20250721
– Top-20 AI Supercomputers
– 1-million-GPU systems
– Rapidus of Japan’s 2nm fab
– IBM Power11, Sypre accelerator
– HotChips conference
– CUDA for RISC-V
HPC News Bytes – 20250714
– 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!