– 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, a 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