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.
Podcasts
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
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.”

@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.