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 – 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!
Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30
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: AI Agent Swarm Coding, PCIe, UCE, Bitcoin, TOP500. Also introducing a new feature: “Lightning Round” which touches on megatrends that were not already covered, in this case: IoT, 5G, HPC, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum Computing, and Nuclear Energy.
HPC News Bytes – 20250707
– IDC projects a $366B global server market in 2025, 45% y/y growth annually over 2024, 134% y/y growth in Q1
– The European Quantum Act announced its Quantum Strategy aiming to leverage deep science for global quantum leadership by 2030
– TSMC’s 3nm fab in Arizona ahead of schedule, first batch of wafers expected in 2027
– US lifts EDA software export restrictions to China
HPC News Bytes – 20250630
– GPU-ASIC War
– Hyperscalers’ CPUs, “GPUs”, DPUs, QPUs
– Google TPU-7 and Open AI?
– Meta’s AI chip tape out
– Microsoft’s AI chip delays
– Why do engineering projects get delayed?
– Chip co-designers break into chip supply chain
Mktg_Podcast-53: Myths and Myth-takes
Myths and “Myth-takes”
– Customer is always right
– All good marketing must have case studies
– You must be data driven
– “jellybeans, espresso machines, and foosball make offices fun place to be…”
– Hire people who are smarter than you are…
– Great products sell themselves
– “The way to get started is to quit talking and begin doing.” – Walt Disney
– They have a PR problem
– Good ideas are a dime a dozen
– “Your most unhappy customers are your greatest source of learning.” – Bill Gates
HPC News Bytes – 20250623
– Fault Tolerant Quantum Computer in 2029?
– Quantum computing roadmaps, performance benchmarks, industry metrics, M&A
– RIKEN and Fujitsu team up again for Fugaku.next, Japan’s next-gen flagship supercomputer
HPC News Bytes – 20250616
– AMD MI350X and MI355X new GPUs
– AMD ROCm 7.0 software
– AMD Helios rackscale system
– Fujitsu Monaka chip,
– SIGHPC Travel Grants for SC25
– HPCGuru signs off
@HPCpodcast-102: TOP500 at ISC25 Conference
The new TOP500 list of the most powerful supercomputers was released today at the ISC conference, with a new addition to the top 10. Tune in as Shahin and Doug go through the list with their commentary and analysis as they go over the details, key takeawats, how continents, companies, and architectures fair, and cover the full suite of benchmarks: HPL, Green500, HPCG, HPL-MxP (AI), IO500, and MLPerf.
HPC News Bytes – 20250609
– French gov’t to acquire Eviden from Atos
– Made-in-China 5nm chips
– WSTS semiconductor market forecast
– Can AI end the world? Stephen Hawking’s warning
Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29
Analyst roundtable covering AI, HPC, Cloud, Quantum, Crypto, Fusion with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.
In this episode: Dessert vs Forest company culture, Nvidia, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legislation, Bitcoin Lock Protocol, Fusion Energy, Liquid Carbon, Steve’s CryptoSuper Mining Report.
HPC News Bytes – 20250602
– Nvidia Earnings
– US Senators react to Nvidia’s plans for facility in China
– New compliant chips for China by Nvidia and AMD
– Trade restrictions reach EDA software
– Vertical integration reaches China: Sugon-Hygon merger
– AMD-Sanmina split ZT Systems
– DOE NERSC’s “Doudna” supercomputer
– UK-EU dial up supercomputer re-collaboration
HPC News Bytes – 20250526
– Big AI in hot pursuit of AGI and SI
– Stargate plans for US center with 400K GPUs, other sites in Mid-East and Asia
– Would Nvidia invest in PsiQuantum?
– Photonic and silicon-based Quantum Computing line up
– D-Wave rolls out new Advantage 2
– RISC-V turns 15, positions itself “as a pillar of digital sovereignty on the world stage”
– ISC25 June 10th in Hamburg with 195 exhibitors from 31 countries
Mktg_Podcast-52: Decisions, Intuition
– Meetings, Decisions, Intuition
– Apple, Steve Jobs, Mike Markkula
– Daniel Kahneman, Thinking Fast and Thinking Slow
– Sam’s Club Grab and Go, Costco
HPC News Bytes – 20250519
– Computex 2025
– NVLink Fusion, DGX Cloud Lepton
– Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro
– Jack Dongarra, US Leadership in HPC
– Matrix Algebra, 64 bit precision
– Chiplet Alliance, UCIe consortium
– “Motherchip” vs. Motherboard
HPC News Bytes – 20250512
– SMIC, China’s Semiconductor Industry
– Cisco in quantum networking, quantum scale-out
– HPSF.io open source HPC stack
– The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists
Mktg_Podcast-51: Org Charts, AIAIO (SEO)
– Three layers of an org chart
– Search-SEO, AI-AIO, AIAIO?!
– AI vs Humans
HPC News Bytes – 20250505
– Japan’s Rapidus 2nm chips
– McKinsey’s $7T datacenter forecast
– Nvidia, trade restrictions, national competitiveness
– Geoffrey Hinton’s AI warning
Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation.
HPC News Bytes – 20250428
– Salishan Conferenc
– HPC-AI Divergenece
– FugakuNext Zettascale?
– TSMC A14 Fab, Intel 18A Fab
– AmKor CoWoS Packaging Arizona
– Intel Earnings, AI strategy
HPC News Bytes – 20250421
– This week in GPU geopolitics
– Intel and Silverlake in Altera FPGA deal
– Storage is what’s next as investment soars
– 2nm chips are coming to Taiwan and Arizona