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 in their weekly discussion of key technology trends that drive high performance computing, artificial intelligence, and quantum computing.
Podcasts
HPC News Bytes – 20260601
– Huawei’s Tau Scaling, LogicFolding: breakthrough or brilliant positioning?
– China’s new tech disclosure strategy continues
– Wafer-scale chips in China?
– Snowflake’s $6B AWS deal and what it says about AI inference demand
– The Return of CPU Computing
– NVIDIA’s CPU-only Vera-based Supercomputer and the rise of agentic AI infrastructure
– OpenAI math breakthrough and what it says about AI-assisted discovery
HPC News Bytes – 20260525
– CHIPS Act awards for Quantum Tech
– IBM foundry for superconducting quantum
– Global Foundries factory for various quantum modalities
– NSF X-Labs, other initiatives
– Emergence of what might be called a National Discovery Infrastructure
– Cerebras IPO
– IPO Mania: SpaceX, OpenAI, Anthropic
– ~$650B: Just 4 hyperscalaers’s announced AI investments for 2026
– Intel + Tenstorrent acquisition rumors and implications
HPC News Bytes – 20260518
From Double-Wide Racks to “Deep Space RISC-V”
– HPE Juniper Broadcom AMD Helios
– OCP Open Rack Wide
– Sale-up on Ethernet, UALoE
– China signals strength
– China’s Jiuzhang 4.0 photonic quantum computer
– High Availability and “Rad-Hard” chips in space
– NASA’s New Radiation-Hardened AI Processor
@HPCpodcast-108: Olivier Ezratty on State of Quantum Computing – In Depth
It’s a real privilege to welcome Olivier Ezratty to the @HPCpodcast. Based in France, Olivier is one of the most respected independent voices in quantum technologies: an author, educator, and advisor who has spent years bridging the gap between deep science and real-world understanding. Through his widely read blog Olivier Ezratty’s blog (Opinions Libres) and his work with the Quantum Energy Initiative, he brings both technical rigor and a grounded perspective to a field that is often difficult to navigate.
Olivier is also well-known for his monumental open-source book, Understanding Quantum Technologies, a continually updated reference that spans everything from quantum physics fundamentals to hardware, software, ecosystems, and geopolitics. Offered freely to the community, the book has become a go-to resource for engineers, researchers, and decision-makers, reflecting Olivier’s mission to provide free open access to high-quality knowledge in this rapidly evolving field.
Beyond writing, Olivier teaches at leading French institutions, advises governments and industry bodies, and co-hosts a long-running quantum podcast that tracks the latest scientific and commercial developments. You can follow his work and connect with him on LinkedIn. Olivier brings a rare combination of depth, clarity, and intellectual honesty.
We’re delighted to have him with us today in a lively, candid, and wide-ranging discussion of the state of Quantum Computing.
HPC News Bytes – 20260608
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– Microsoft Build: AI-native software, new chips, quantum progress
– Microsoft Maia 200, Cobalt 200, Majorana 2
– Nvidia’s Windows PC push and RTX Spark
– Europe’s proposed CADA, AI Act, AI Continent Action Plan
– Global AI strategies: US, China, Canada, India, Japan, and Europe