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
Mktg_Podcast-34: Self Organization, J&J’s New Logo, Critics as Media, Buzzwords
– Buzzword Density
– Critics as Media
– J&J’s New Logo
– Emergent Phenomena, Self-Organization in Marketing
HPC News Bytes – 20231002
– AMD’s Lisa Su at the Code Conference Discusses Generative AI, MI300, Open Strategy
– EUV armed Intel-4 Fab in Ireland Starts Volume Production
– AI Impact on Jobs, Case in the Legal Field
– Supercomputing Conference coming: SC23, Denver, Nov 12-17
HPC News Bytes – 20230925
– Intel Gaudi2, Collaboration with Dell, Satability AI
– Samba Nova SN40L, LLMs
– Air Force Research Lab 12 PFlop System
– Small Modular nuclear Reactors (SMRs)
– CHIPS Act: DOD $238m award for Microelectronics Commons Regional Innovation Hubs
Mktg_Podcast-33: NPS, IKEA, Complexity
– Is anything wrong with Net Promoter Score (NPS)?
– Surprising customer reaction to IKEA’s store layout
– Complexity, and why Doug is writing a book about it
HPC News Bytes – 20230918
– Intel Innovation Event, FPGA, Open Source
– AI-Oriented Papers in Science
– Arm IPO and Strategic Shift
– AMD EPYC 8004
@HPCpodcast-69: David Barkai author of Unmatched: 50 Years of Supercomputing
Special guest David Barkai discusses his new book, Unmatched: 50 Years of Supercomputing. Dr. Barkai is a 50 year veteran of the HPC community whose new book chronicles the extraordinary progress of supercomputing over the past half century, and how HPC emerged as a “powerful demonstration of our relentless drive to understand and shape the world around us.” David entered HPC shortly after receiving a PhD in theoretical physics and has focused on relationships between applications and architectures. He served at several technology companies during their heydays such as Control Data, Floating Point Systems, Cray Research, SGI, and others along with stints at NASA Ames and Intel. Unmatched the book is broken up into five decade-long epochs defined by the system architectural themes of “big iron” vector processors, multiprocessors, microprocessor, clusters, and accelerators and cloud computing. The final part of the book examines key issues of HPC and discusses where it might all be headed. We were delighted to host David and have the excellent conversation that ensued. Join us.
HPC News Bytes – 20230911
– NVIDIA TensorRT-LLM
– Honeywell Leverages Quantum Computing Encryption Keys
– TSMC Silicon Photonics
– Microsoft Copilot AI Indemnification
– HPC Forum Tuscon
Mktg_Podcast-32: Confidence, AI Copyright, Strategy
– Competence v. Confidence v. Complexity
– Bad Data v. Bad Attitude
– AI-Generated Content’s Copyright and DRM
– Strategy v. Change Management
@HPCpodcast-68: Mike McGrath of Red Hat on Linux Controversy
A change in distribution policy by Red Hat started the biggest open source controversy in years. We continue our coverage of this topic with Mike McGrath, whose two blogs from Red Hat in late June announced the company’s new policy. Mike is Vice President of Core Platforms at Red Hat where he leads the development of Red Hat Enterprise Linux (RHEL) and related platforms. He has been at Red Hat for nearly seventeen years and in the IT industry since 2004.
Our coverage started with special guest Joe Landman, and then with Greg Kurtzer of CIQ. Be sure to listen to all three episodes to get a full perspective on the various issues and nuances, and there are a few, including how the Open Source community has changed, how the software supply chain in Open Source has worked and why it is now a point of contention, and in what happened to Free Open Source Software (FOSS).
HPC News Bytes – 20230904
– Google Cloud with TPU v5e and Nvidia H100
– Arm Neoverse Compute Subsystem
– ETH’s Torsten Hoefler now also CSCS Chief Architect for Machine Learning
– @HPCpodcast: Greg Kurtzer on Red Hat and the RHEL Source Code Controversy
@HPCpodcast-67: Greg Kurtzer of CIQ on Linux Controversy, OELA
The Linux open source controversy was kicked off about two months ago when Red Hat announced it was changing access to Red Hat Enterprise Linux source code. This has thrown the open source community into a major disruption. We discussed this in a previous episode with our special guest Joe Landman. We also spoke with Greg Kurtzer of CIQ and Mike McGrath of Red Hat to get their perspectives.
This episode is our conversation with Greg Kurtzer, founder and chief executive officer of CIQ. He’s a 20+ year veteran in Linux open source and HPC. His focus has been on designing scalable architectures for performance-intensive computing while working for the US Department of Energy and holding a joint appointment to UC Berkeley. Greg has led several large open source projects such as CENTOS Linux and its successor Rocky Linux. Related to this conversation is a new industry alliance led by CIQ, Oracle, and SUSE called the Open Enterprise Linux Association. Stay tuned for an in-depth discussion with Mike McGrath of Red Hat.
HPC News Bytes – 20230828
– Gartner predicts accelerated growth for CDI
– MPI ABI to simplify parallel apps
– AMD buys AI software Mipsology, pointing to where chip companies will seek use cases and growth
– HPC in the Cloud gets “recycled”
Mktg_Podcast-31: The Unicorn Barbie, Bad Ads, Complexity the book
– The unicorn Barbie
– Sequels v. One-Time Phenomenon v. Fresh New Material
– Bad Ads? Who’s to say?
– Complexity, the book Doug is writing
HPC News Bytes – 20230821
– Intel calls off Tower Deal
– HotChips Conference Preview
– GPU Shortage as AI Leadership Grows in Importance Globally
– Samsung 4nm Chip Factory in Texas with Groq as 1st customer Projected for 2nd Half of 2024
HPC News Bytes – 20230814
– Linux Wars continue: Oracle, SUSE, and CIQ form Open Enterprise Linux Association
– China’s tech companies place $5 billion of orders on US chips
– Intel improves hardware for on-chip AVX (or APX) vector instructions
– 2023 Gordon Bell Prize Finalists also point to TOP500
Mktg_Podcast-30: AI for Market(ing) Mix Modeling
– Cookies and “sketchy data”
– WARC WARNS: AI for Market(ing) Mix Modeling
– GM’s new CMO hailing from digital; and CVS?
HPC News Bytes – 20230807
– Domain Specific Architecture (DSA) – McKinsey Report
– Intel Expands in Oregon, its biggest site
– Photons are coming: PCIe over optical
– Oak Ridge QC Hat Trick: Singlet Fusion simulation of linear H4 molecule w Quantinuum
@HPCpodcast-66: Argonne AI Testbed w Venkat Vishwanath
The Cambrian explosion of AI chips has made it hard to tell what chip is good for what. Venkat Vishwanath, Data Science Team Lead at the Argonne Leadership Computing Facility (ALCF), and a Gordon Bell finalist, joins us to discuss the ALCF AI Testbed. Currently working with systems such as Cerebras, Graphcore, SambaNova, Habana, Groq, Untether, Tenstorrent, Esperanto, and others, the Testbed evaluates accelerators from a usability and performance standpoint.
Technopolitics, a Technology Lens to Guide Policy – OrionX Download Podcast
Why is technopolitics a good lens? Technology has always had a big impact on geopolitics and global competitiveness. What’s special now?
A major topic that we’ve wanted to cover for a few years is technopolitics. The impact of technology on national competitiveness, and therefore on policy and supply chain, is growing. We see that in the global gold-rush frenzy towards advanced technologies: exascale supercomputers, quantum computing, AI, space tech, biotech, robotics, and so on. The first question is: what’s different now? Over the course of history, technology has always had a big impact on geopolitics, on human condition, on global competitiveness. So what’s special now? Join us!
HPC News Bytes – 20230731
– AWS p5 instance with Nvidia H100 and AMD Milan
– TACC Stampede-3 mini Aurora plus Omni-Path
– Micron 8-high 24GB HBM3
– Cineca’s “White Space” building infrastructure
HPC News Bytes – 20230724
– Ultra Ethernet Consortium (UEC)
– Meta Microsoft Llama 2 Open Source AI
– NTT Tokyo Tech 300 GHz 6G
– 64-way Cerebras CG-1 system with G42 Group
– NREL grid optimization with quantum tech and Atom Computing
HPC News Bytes – 20230717
– SC23 registrations open
– Export control
– Linux wars continue
– Chiplet scale-out, or is it cloud?
– Quantum Computing calculates tackles the hydrogen molecule (H2), it’s a start
Mktg_Podcast-29: Social Media Wars, Crude Data, D2C
Cartoon of the weak is about bad marketing and so we have to discuss the role of marketing and the importance of alignment between CMO and CEO, then it’s the unfolding social media wars with Meta’s new Threads app and Twitter, and the complications that can arise from Direct to Consumer (DTC) marketing. We end with Data-is-Oil and how crude data, like crude oil, must be refined and out to use before it has high value at smaller volume.
@HPCpodcast-65: Linux Wars w Joe Landman
Dr. Joe Landman joins us to discuss how the open source OS community has found itself in the middle of the kind of Linux wars that can change the industry. The recent firestorm in the Linux world erupted when Red Hat changed the access mechanism and distribution rights of the Red Hat Enterprise Linux. We unpack what happened, who it affects, and how the landscape might change. Joe has been a business and technology leader, a hands-on engineer and architect, and a data analyst and researcher. A computational physicist by training he has was one of the early pioneers of custom and accelerated systems. Read his blog on this and other HPC software here.
HPC News Bytes – 20230710
New in the @HPCpodcast, a weekly news show, 3-5 min, on important industry news.
– LLNL El Capitan
– LLNL Director Kim Budil named as one of the Most Creative People in Business for 2023 by Fast Company
– Inflection AI’s 22k GPU system
– NYS DFS AI
– Intel & Nvidia collaborate on Confidential Computing
– Photonics News
– Linux Wars
@HPCpodcast-64: RISC-V CTO Mark Himelstein
Mark Himelstein, CTO of RISC-V joins us to discuss the latest developments with the RISC-V instruction set architecture (ISA) and its growing community and footprint. Topics include HPC type use cases from sensor to supercomputer, achieving customization without loss of compatibility, AI and its impact on chips and systems, and the question on everyone’s mind: when do we see RISC-V in servers and supercomputers!
You may also be interested in Shahin’s conversation with Mark in August 2020 and see how things have evolved.
@HPCpodcast-63: Quantum Computing with Bob Sorensen
What’s the latest in quantum computing? Special guest Bob Sorensen of Hyperion Research joins us again to discuss market growth, customer sentiment, recent advances in noise management, applications, and the geopolitics of quantum computing.
Mktg_Podcast-28: AI, Product (4 Ps of Marketing)
Cartoon of the week leads to the looming rise of AI and what it means for marketing and how businesses should be responding to the new technology in a way that serves them. Then it’s time to discuss Product, the first of the 4 Ps of marketing.
@HPCpodcast-62: Exascale Software with Sunita Chandrasekaran
University of Delaware Professor Sunita Chandrasekaran joins us to discuss exascale software, directive based parallel programming, the emergence of research software engineering as a career, what AI will mean for the industry, and the importance of communication and community among teams.
This episode is sponsored by Lenovo.
@HPCpodcast-61: ISC23 Postview and Future of IT
A look back at ISC23 including quantum computing, EuroHPC, the future of Supercomputing with a backdrop of Integrated Research Infrastructure (IRI), AI, and Cloud, and whether we are living in times when “everybody” is a systems company.
This episode is sponsored by Lenovo.
Mktg_Podcast-27: Data, Driverless Marketing, Inclusivity
The Cart (cartoon) of the week is about data and instigates a big discussion about complexity of marketing data leading to a future when “Driverless Marketing” might become a reality. The noble goal of moving your brand towards more inclusivity did not work out as planned for Anheuser–Busch. We end with a discussion of quotes and memes that have their heart in the right place but are too sweeping for their own good and make it sound like “you had to be there”!
@HPCpodcast-60: TOP500 at ISC23 Conference
Doug is in Hamburg, Germany for the ISC23 conference where the 61st edition of the TOP500 list has just been published. 30+ years of systematic data on the highest performing computer architecture and configurations is a treasure trove and we look at the top line insights from this installment, including the GREEN500, HPCG, and the AI-inspired mixed precision benchmark HPL-MxP.
This episode is sponsored by Lenovo.
@HPCpodcast-59: HPC Software
This episode starts to look at HPC software and its convergence with traditional enterprise IT software. We cover the evolution of software through phases of IT, the roster of relevant HPC software from development environment to system administration, and end-user requirements, and traditional and emerging applications. Future episodes and guests will focus on various aspects of HPC software.
This episode is sponsored by Lenovo.
@HPCpodcast-58: Liquid Cooling in Supercomputing
Liquid cooling in supercomputing came up in our last episode on decarbonization and environment, sustainability, and governance (ESG). We cover liquid cooling in this episode: everything from chilled doors to direct-to-chip, immersion cooling, vapor chambers, and even under-water data centers.
This episode is sponsored by Lenovo.
@HPCpodcast-57: Decarbonization, Renewable Energy, ESG, w Adrian Cockcroft
We caught up with Adrian Cockcroft again, this time to discuss the growing importance of, and the HPC market’s efforts towards, decarbonization, the use of renewable energy, and meeting environment, sustainability, and governance (ESG) objectives.
This episode is sponsored by Lenovo.
@HPCpodcast-56: Generative AI, w Tim Crawford
Tim Crawford, CIO Strategic Advisor and founder of research and advisory firm AVOA, joins us in a discussion of generative AI, data sources, emerging uses of AI in the enterprises, and the complexities of managing and regulating AI.
Mktg_Podcast-26: In Search of Ethical Marketing
The Cart (cartoon) of the week is about mis-targeted ads despite all the data that online services have about their users. The challenges of Tupperware, the company that pioneered food storage containers, is next, and we end with a discussion of ethical marketing and a call for examples of successful and ethical marketing, as a counterbalance to too many stories where misbehavior is tolerated and even viewed as clever.
@HPCpodcast-55: Post-Exascale Computing for the NNSA
Post-Exascale Computing for the NNSA (National Nuclear Security Administration) is the subject of a new report by a distinguished working and review committes comprised of notable supercomputing experts. The report examines the trajectory of high-end supercomputing to date, future needs, emerging technologies, advances in scientific disciplines and computational methods, and the workforce, industry partnerships, and roadmap necessary for successful deployment. We bring you a summary of the report’s key findings and recommendations. @HPCpodcast is delighted that two of the panelists were guests of this show in recent months.
@HPCpodcast-54: Silicon Photonics, w Keren Bergman
We discuss Silicon Photonics with Keren Bergman, the Charles Batchelor Professor of Electrical Engineering, Faculty Director of the Columbia Nano Initiative, and Principal Investigator of Lightwave Research Laboratory at Columbia University. Prof. Bergman is the recipient of the 2016 IEEE Photonics Engineering Award and is a Fellow of Optica (Optical Society of America) and IEEE.
The wide range of topics includes: 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.
Mktg_Podcast-25: Product-Market Fit, Data, Store and Media
The inaugural installment of a new section, Cartoon of the Week, takes us to product-market fit vs just raising more funds. Another recurring subject is marketing data, this time covering “good data” and “same data”. Then it’s time to discuss whether the store really is the media?!
OrionX Download Podcast: Future System Architecture
Adrian Cockcroft, Stephen Perrenod, and Shahin Khan get together in a free-flowing coffee-shop style discussion of future system architecture in supercomputing. The motivation for this episode started during the SC22 conference, where several advances seemed to point to significant changes in system design and optimization. This led to Adrian’s article “SC22: CXL3.0, the Future of HPC Interconnects and Frontier vs. Fugaku” and a deeper dive in his paper: “Supercomputing Predictions: Custom CPUs, CXL3.0, and Petalith Architectures”. Similar threads were discussed over at the @HPCpodcast. At the same time, the well-received and well-discussed paper “Myths and Legends in High-Performance Computing” by Satoshi Matsuoka, Jens Domke, Mohamed Wahib, Aleksandr Drozd, and Torsten Hoefler, instigated a valuable discussion of 12 topics, from major technology areas to specific capabilities in future HPC systems, to application performance. All of that is discussed here flavored with some historical accounts.
@HPCpodcast-53: Warfare as Product Development, Intel Roadmap
When soldiers are software engineers a new warfare emerges. Modern warfare is similar to, and needs, high tech product development with fast cycles and incremental improvement. The new Technopolitics section starts with the role of software engineers enlisted in the Ukrain war. Next is the House Committee on Science Space and Technology hearing on “US, China, and the Fight for Global Leadership: Building a U.S. National Science and Technology Strategy”. New and substantial funding (£800m) for the UK Exascale program promises to bring the UK into the exascale world by 2046. (This was subsequently complemented by another £2.5B for quantum technologies.) Under the HPC-AI section of the podcast, we discuss the recent changes to the Intel high-end GPU roadmap and lament the lost opportunity to communicate that better.
@HPCpodcast-52: AI iPhone Moment, Virtual Quantum, Silicon Photonics
In what might become a regular segment, we cover important advances in tech that signal changes in markets and policies. This time, we discuss the iPhone moment in AI and the ensuing AI gold rush, virtual quantum computers, and how silicon photonics can change the chip industry.
Mktg_Podcast-24: Defining Success, Econometrics, Loyalty
Shahin and Doug discuss a variety of hot topics in marketing, starting what marketing success means, which leads to the difficulties in digital attribution and interpreting data, and whether econometrics can be a solution (as suggested in a recent article in The Drum, “Digital attribution is dead! Les Binet tells us why marketers need econometrics in 2023”, by Samuel Scott). They also get deeper into how the concept of “customer satisfaction” actually correlates to product sales.
@HPCpodcast-51: Bob Coecke on Quantum in Pictures (Book)
In the The Messenger Lectures in 1964 at MIT, Richard Feynman said “On the other hand, I think I can safely say that nobody understands quantum mechanics. … Do not keep saying to yourself, if you can possibly avoid it, ‘But how can it be like that?’ because you will get ‘down the drain’, into a blind alley from which nobody has escaped. Nobody knows how it can be like that.”
Why is that? And can the teaching and understanding of Quantum Mechanics be simplified without loss of accuracy or mathematical rigor? For the answer, you have come to the right podcast!
Bob Coecke, co-author with Stefano Gogioso of the recently-released book Quantum in Pictures: A New Way to Understand the Quantum World joins us to discuss why quantum mechanics is so hard, the inspirations behind the book, and how he’s working to make quantum computing more accessible through his work.
Bob is Chief Scientist at Quantinuum, Distinguished Visiting Research Chair at the Perimeter Institute for Theoretical Physics, Emeritus Fellow at Wolfson College Oxford. For the previous two decades, he was Professor of Quantum Foundations, Logics and Structures at the Department of Computer Science at Oxford University, where he co-founded and led a multi-disciplinary Quantum Group that grew to 50 members and supervised close to 70 PhD students. He pioneered Categorical Quantum Mechanics, ZX-calculus, DisCoCat natural language meaning, mathematical foundations for resource theories, Quantum Natural Language Processing, and DisCoCirc natural language meaning. His work has been headlined by various media outlets, including Forbes, New Scientist, PhysicsWorld, ComputerWeekly. He’s also a musician and painter.
@HPCpodcast-50: Quantum, AI Chatbots, IBM Cloud’s AI Supercomputer
The latest news in Quantum Computing, as well as Google’s response to ChatGPT, Bard, IBM cloud’s new AI supercomputer, which also leads to a discussion of IBM.
OrionX Download Podcast: Crypto Winter, SBT, CBDC
The crypto winter arrived but a lot continues to happen in the cryptocurrency industry. Stephen and Shahin cover the current state of things, from some of the causes of significant failures, to Bitcoin’s recent rise, new developments in Central Bank Digital Currencies (CBDC), and self-sovereign identity (SSI) and Soul-Bound Tokens (SBT).
Mktg_Podcast-23: AI in Marketing, Tie-ins, Add-ons, Science of
AI in marketing given all the new advances, marketing as a science, add-on marketing (ice cream cones), and tie-in marketing (Nike-Tiffany campaign) and the risks of “rebranding”.
@HPCpodcast-49: 12 Myths & Legends with Satoshi Matsuoka and Torsten Hoefler
So many great ideas in tech but how do you assess them scientifically? In “Myths and Legends in High-Performance Computing“, Satoshi Matsuoka, Jens Domke, Mohamed Wahib, Aleksandr Drozd, and Torsten Hoefler tackle 12 important topics, from major technology areas to specific capabilities in future HPC systems, to application performance. They help formulate the right questions, and instigate the important discussions, by posing the topics as myths and legends in an enjoyable and humorous paper. Also check out InsideHPC’s coverage of the article: “Conventional Wisdom Watch: Matsuoka & Co. Take on 12 Myths of HPC.” We caught up with Prof. Matsuoka and Hoefler, one in an airport, to discuss the paper and some of the major topics. Really fun and insightful.
@HPCpodcast-48: Handel Jones on China and the AI Race
Join us for an insightful discussion with Dr. Handel Jones, author of the recent book When AI Rules the World: China, the U.S., and the Race to Control a Smart Planet, and CEO of International Business Strategies, Inc. Subjects covered include where the United States stands compared to China in advanced technologies, trade wars, chip fabrication economics and capacity, battery technologies, demographics, Taiwan, rare earths, Covid, and what the future might hold.
@HPCpodcast-47: New Chips from Intel, 2023 Predictions, AI
In the first episode of 2023, Shahin and Doug discuss the recent chip announcements and their implications for HPC. Also covered are industry predictions for the year to come that were featured in the InsideHPC article, An AI-Flavored Set of HPC Predictions for 2023, AI for public use, and a promise to invite Prof. Matsuoka to discuss his recent paper on common myths in HPC.
Mktg_Podcast-22: CES, Who Decides?, DiffDist Again
In the first episode of 2023, Shahin and Doug discuss their takeaways from CES, differentiation versus distinction in marketing, the importance of authenticity in advertising campaigns, and whether inside marketing staff can make good decisions on behalf of the end-user/consumer.
@HPCpodcast-46: Year in Review 2022
In this year-in-review double-issue episode, we continue what is becoming a tradition, covering some of the notable topics of the past year including: HPC market growth, China, exascale and future of supercomputing, quantum tech, SC22, AI, ACM Turing Award, interconnects, the Nvidia-Arm deal, the Chips and Science Act, HPC software, and fusion energy.
Mktg_Podcast-21: Barbie, ChatGPT, HBS Product v. Financial Engineering
Barbie-the-movie was announced and it is a big, and so-far effective, move. It also offers such a rich set of marketing topics for discussion. Conversational AI, ChatGPT (Chat Generative Pre-trained Transformer) exceeded expectations at least for the first few interactions, impressed, disappointed, and scared, all at the same time while becoming a tool that marketing teams started testing and using immediately. A quote on impression data leads to a quick discussion again of the role of the CMO, while an old quote about Harvard Business School leads to product innovation vs. financial engineering.
@HPCpodcast-45: Quantum Networking, Sensing, Computing at Brookhaven National Lab
Kerstin Kleese van Dam, Gabriella Carini, and Meifing Lin of Brookhaven National Laboratory (BNL) join Shahin and Doug to discuss all things Quantum, covering Quantum Sensing, Quantum Networking, and Quantum Computing. We also get a glimpse of BNL and its global leadership across a wide range of research that it conducts.
Mktg_Podcast-20: Agency Payment Terms, The CMO Role
Physical events are back. Did you say 360-day payment terms? What do companies and candidates get wrong about the CMO role? And the minefield that is marketing data! Join us.
@HPCpodcast-44: SC22 Postview
In this SC22 postview, we go over what happened at the show in Dallas last week. Topics include: the energy and attendance at the show, liquid cooling, PCIe, CXL, AI Chips, Open Standards, Storage, Future of Supercomputing, global players, and yes, where SC23 will be held and what its tagline is!
Mktg_Podcast-19: Rebranding Office, Low-Margin M&A, Brand Loyalty
We start with Microsoft’s Decision to rebrand Office again, this time to Microsoft 365: eliminating “Office” and aligning “365” with the whole company. Retail mergers are next, and interesting because it’s a competitive low margin business. Buying vs. shopping maps well to online vs. in-store and we have a funny story to discuss that next. We end with meat alternatives and how difficult it is to grow in that market, and a big discussion on brand loyalty and brand love.
@HPCpodcast-43: TOP500 at SC22
The 60th edition of the TOP500 list is here, reresenting 30 years of systematic data on the highest performing computer architecture and configurations. Whether or not the list surprises in a big way (you’ll have to look at the GREEN500 list for the surprise this time), it always offers important historical data and valuable “tea leaves” to anticipate the future. We look at the highlights of what changed and what can be expected to change in systems, technologies, and geographies. The Frontier system at Oakridge National Lab continues its commanding lead over the list. Europe shows interesting growth. China continues to not play. AMD shows unsurprising leadership in CPUs and growing presence at the high-end in GPUS while Nvidia retains its comfortable lead in GPUs. Ethernet is a flood that gently rises every time but the interconnect landscape is evolving in important ways. HPCG puts it all in perspective, and the mixed precision benchmark HPL-MxP points to the evolution of HPC and AI as they impact each other.
@HPCpodcast-42: Chris Miller on Chip War
Chris Miller, author of the important and riveting book Chip War, joins us to discuss the crucial nature of the semiconductor industry and and the global competition that has been a part of its history since early days. He is Associate Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University, Jeane Kirkpatrick Visiting Fellow at the American Enterprise Institute, and Eurasia Director at the Foreign Policy Research Institute. Chip War has been shortlisted for the Financial Times Business Book of the Year award.
We had a long list of topics and questions:
- How did we get here? Was it poor risk management, shear complexity, or too many black swans?
- The impact of political dysfunction, social polarization, and policy inconsistency on waging such wars.
- Might Western values and standards of privacy and individual freedom a competitive disadvantage in the age of AI where raw data superiority can lead to economic superiority?
- Has technology shifted from a situation where it’d be used first in govt/military, then companies, then consumers to now, when it’s the reverse: the consumer market, then companies, then government?
- How much time is there to regain competitiveness? Why did the US not learn its lessons after Japan’s rise in memory chip fabrication technology? Is there something missing in the public-private partnership model in the US?
- Is supercomputing its own race or is it subordinate to the bigger tech issue?
- Was there a lost opportunity to formulate a different, more harmonious, world order?
- What is the impact of current trade barriers? What options do other countries have?
- Several of the leading cast in the book seem to have had challenging personal journeys before they became prominent. Is that a coincidence or a requirement to build a world-leading semiconductor company?! Can it be that it is an effective way to instill the kind of discipline and culture that is required to succeed in the chip business?
And we got through most of them.
Join us for this fascinating discussion.
@HPCpodcast-41: SC Taglines, Trade Wars, Shared Memory Tech
SC22 is approaching and we take stock of the taglines for the show going back to SC14. Do you remember any of them? This years tagline leads us to trade wars and the impact they could have on scientific collaboration. We’ll have an entire show on ship wars next week with a special guest. Also covered is new shared memory capabilities in the cloud.
Mktg_Podcast-18: Musky Texts, Distinctive, Data, Marketing Mix-It-Up
The Twitter deal happened, but rewind the tape to when a trove of text messages was published, providing a glimpse into how people of note in tech discuss deals and strategies. So of course we have to discuss that. Then it’s off to another flare-up about “distinctive vs. differentiated”. Is “distinctive” distinctive or differentiated?! The continuing complexities of marketing data. And how your marketing mix needs to mix it up!
@HPCpodcast-40: Kathy Yelick on Exascale Day, Research, New College
We are delighted to have Kathy Yelick as our special guest to celebrate the Exascale Day (10/18). Dr. Yelick is the Robert S. Pepper Distinguished Professor of Electrical Engineering and Computer Sciences and the Vice Chancellor for Research at UC Berkeley, and Senior Faculty Scientist at Lawrence Berkeley National Laboratory. Her expansive perspective and expertise led us through a wide ranging discussion including the impact of exascale computing on society, the role of HPC in helping set public and international policy, multi-physics research, advancing software technologies, diversity in HPC, the recent RFI from DOE and what the future might hold, the enormous contributions of UC Berkeley to computing technologies and scientific research and how it stays in the forefront, and proposals for a new college. We also touch on a few of Dr. Yelick’s research projects such as Partitioned Global Address Space (PGAS) and the ExaBiome project and the Berkeley Benchmarking and Optimization (Bebop).
@HPCpodcast-39: Aurora, Intel Day, Linux Wars, Tesla Day
The storied Aurora exascale supercomputer at Argonne National Lab is making progress as blades for the system are reportedly shipping. This was part of the news from the well-crafted and executed Intel Innovation Day. Open source software is a big part of the HPC/AI puzzle and Linux wars are heating up. The Tesla AI day provided some info on what is new with their home-grown AI chip and the associated system.
Mktg_Podcast-17: Case Study, What is Marketing
Acupuncture for “ED”?! Yes, it’s a thing and a case study in this episode. How do you position and message and demand-gen for it? Let’s not lose touch with why marketing is needed. And AMA’s definition marketing wants to be taken apart.
@HPCpodcast-38: Steve Conway on HPC Technology and Policy Trends
We caught up with Steve Conway, well-known HPC executive and analyst formerly with IDC and Hyperion Research, in an engaging and wide ranging discussion. We start with Edge HPC and trends towards massively-distributed massively-heterogeneous computing, which takes us to convergence of HPC and AI, mixed precision spectrum, the importance of simulation, the impact of exascale on general computing, global policies, China and Europe, the impact on scientific collaboration, differences in funding models, and the necessary ingredients to attract top talent.
@HPCpodcast-37: John Gustafson on Feynman, Gustafson’s Law, Posit Format
How did Richard Feynman end up playing the bongo drums? How did a new take on Amdahl’s Law helped propel massively parallel computing and become Gustafson’s Law? And what’s wrong with IEEE 754 number format that the new Posit format fixes? We go to the source as we welcome special guest John Gustafson in another very lively conversation.
@HPCpodcast-36: Adrian Cockcroft on Cloud, HPC Data, ESG, and Netflix
Cool stories and valuable insights in this episode as we get together with Adrian Cockcroft who recently joined OrionX having served as a vice president at AWS for the past several years. We start with Netflix’s move to the cloud, a significant event that helped put cloud computing on the map. Then it’s on to Environment, Sustainability, and Governance (ESG), Formula-1 racing, and cloud configurations and interconnects for HPC and AI workloads.
@HPCpodcast-35: Hot Chips Conference, Quantum Update, Frontier
Highlights from the recent Hot Chips conference with discussions of UCIe and why it could cause a ripple effect in the industry, Moore’s law and 3D packaging, Silicon Photonics, inference in the device or in the data center, silicon for the edge, CXL, and code generation. This is followed by an update on Quantum Computing following two important papers on quantum machine learning and unstructured NP-complete problems. The field continues to be in its infancy while making rapid and significant progress. We end with a review of the dedication ceremonies for the Frontier exascale system. Join us.
Mktg_Podcast-16: Marketing During Recession
Why some companies thrive during recession, or pandemic, or when the going gets tough. The misguided nature of worker productivity score/software. And touching on Ethics of Marketing, a topic we will come back to in future episodes.
Mktg_Podcast-15: Lead Generation
Every company spends money on Lead Generation. Sometimes quite a lot. How do you determine your marketing mix and then match it to the sales cycle and buying behavior? Lots of moving parts here and we go over many of them: PR, SEO, funnel and buying behavior, lead qualification/scoring/nurturing, sales-marketing alignment, and lead flow. As usual, marketing metrics is an important topic and especially quality and meaning of data. We end with a few recommendations.
Mktg_Podcast-14: Nudging, Growth Hacking, Ethics of Marketing
When does “nudging” becoming “nagging”? Behavioral science is on the case with studies (one is critiqued here), on how choice architecture and publication bias impact what works and when. We then move to “Growth Hacking”, discussing what it is and how dangerously close it gets to crossing ethical lines.
@HPCpodcast-34: CXL, CHIPS Act
After several years of experimentation and various consortia, CXL is emerging as the standard for advanced functionality for fabric technologies. We also discuss some of the details of the CHIPS and Science Act that was recently passed in the US.
OrionX Download Podcast: Fintech Update, CryptoSuper500, CBDC, NFT, DeFi, Regulations
The OrionX Download podcast is back with a new episode on the latest in Fintech and Crypto with Shahin Khan and Stephen Perrenod. From Stephen’s newly released CryptoSuper500 report to the latest on CBDCs, NFTs, DeFi, and regulations, the team offers the same realistic perspective and analysis that have made previous episodes so popular.
@HPCpodcast-33: Equity-Diversity-Inclusion in HPC
Our special guest today is Melyssa Fratkin, Industrial Programs Director at the Texas Advanced Computing Center (TACC), who also co-chairs Texas Women in HPC with Carolyn Devany, Executive Chair at Data Vortex Technologies. Following her excellent talk at the Dell HPC Community meeting in Austin last week, we caught up with Melyssa to discuss the state of Equity, Diversity, and Inclusion in HPC and her recommendations on how to accelerate progress in this important area. We ask lots of questions and cover lots of topics, including why this is such a hard problem, the burden of being a pioneer, the impact of political environments and changing laws, how to post jobs that attract a diverse set of candidates, why you need support from the top and across the organization, and more. Join us!
Mktg_Podcast-13: Advertising Effectiveness, Customer Testimonials
Doug points out a glaring gap in a report on advertising effectiveness, as we look for Product and Place in it! Next is customer references and testimonials in B2B and B2C and how to choreograph and manage them. Join us!
@HPCpodcast-32: The Role of Marketing in HPC
One of the most recognized names in strategic marketing and communications in HPC, and an “SC Perennial“, special guest Mike Bernhardt joins Doug and Shahin to discuss the important role that the marketing function plays in HPC. A lot has changed in HPC and a lot has changed in marketing. What should smart organizations do to improve their market presence and build a loyal customer base?
@HPCpodcast-31: ASML Export Control, HPC Software Stack
Following reports that ASML is under diplomatic pressure to regulate the export of its fabrication equipment to China, we discuss market data, other suppliers of fab equipment, and a quick view of some of ASML’s own suppliers. Also covered are the differences between the approach to Exascale in China and the US based on recent research by Hyperion. We end the episode by setting up the vast universe that is the modern HPC software stack as we prepare to cover it systematically over several episodes. We welcome suggestions for guests who can shed light on the state of software in specific layers.
Mktg_Podcast-12: Pricing, and “So, you want to hire a super hero!”
Time to discuss pricing in B2B and B2C and the many parameters that go into it. But first: what happens when a want ad demands so many skills and qualifications that nobody would qualify?
@HPCpodcast-30: DOE RFI with Horst Simon, from System to Ecosystem
Following the Request for Information (RFI) issued last week by the DOE, we caught up with Dr. Horst Simon, Special Advisor to the Laboratory Director at Lawrence Berkeley National Laboratory (LBNL) and co-editor of the TOP500 list since 2000, to take us through how the DOE is gearing up to go beyond Exascale. A very insightful conversation touching on many aspects of what’s next!
Mktg_Podcast-11: Viral Marketing, The Four Ps: Product and Place
Doug and Shahin start with what it takes to go viral and whether it is worth the cost if it doesn’t happen organically. The main topic is the four Ps of marketing and a discussion of product and place in B2B and B2C. Give it a listen and let us know what you think.
@HPCpodcast-29: Up Close and Personal with Frontier, and What Lies Beyond
The HPC User Forum held a special event at Oak Ridge National Laboratory last week, complete with an opportunity to get a viewing of the facilities (not quite a tour) and discussions of Exascale Computing and beyond. Doug Black was on the scene and we discuss what all went down. Of special note is the staffing challenges of HPC sites, and the brewing strategy about how future leadership computing systems would look like. This is an important topic that we have covered with our guests in previous episodes and some patterns are emerging as we continue to analyze the future of supercomputing hardware and software.
@HPCpodcast-28: LaMDA and AI Sentience, Crypto Price Collapse
The conversational AI, LaMDA seems to represent a significant advance in AI, bringing up discussions of AI sentience, consciousness, and personhood. It also underscores the urgency of thoughtful social policies based on ethical and legal frameworks. Also discussed is the state of Crypto and NFT: cryptocurrencies and non-fungible tokens. Should we look at them as technologies that might find valid use cases, investment vehicles that require close scrutiny, or both? These are very important topics in our times.
@HPCpodcast-27: Thomas Sterling, The State of HPC
Following his always-anticipated and always-insightful closing keynote at the recent ISC conference, we caught up with Prof. Thomas Sterling to discuss the state of HPC. Dr. Sterling is Professor of Intelligent Systems Engineering at the Indiana University (IU) School of Informatics, Computing, and Engineering, and President and Co-founder of Simultac, a technology company focused on non-von-Neumann memory-based system architectures. Since receiving his Ph.D from MIT as a Hertz Fellowm Dr. Sterling has been a pioneer of parallel processing systems in HPC. His many achievements include the creation in 1994 of the “Beowulf cluster” with Donald Becker at NASA, a system that helped drive the scale-out computing architecture.
Here are the topics and the time-stamp in the podcast when they are discussed:
- 01:23 Supercomputing “Race”
- 04:15 HPC in Society
- 06:40 Climate Change, Controlled Fusion
- 09:00 HPC’s Role in Informing or Helping Set Social Policy
- 10:37 Machine Intelligence
- 15:50 Future of HPC
- 22:25 Beowulf Bash story
- 25:07 Getting into Parallel Processing
- 28:10 Skill-set, Workforce, Software, Accessibility
- 31:09 Performing at the Carnegie Hall and Lincoln Center
- 34:68 Leonard Bernstein
- 35:30 ISC22 Closing Keynote
Mktg_Podcast-10: Cost, Complexity, Hiring, Succeeding
Topics today center around the cost and complexity of marketing, hiring marketing talent, and the unique challenges that CMOs face within the C-Suite. Fun times as usual!
@HPCpodcast-26: ISC22 Postview: Frontier, Covid, Vendors, Students
ISC22, the annual International Supercomputing Conference was held last week in Hamburg, Germany, meeting in person after two years. This is a “postview” of the notable developments at this news-rich event.
Mktg_Podcast-9: D2C Retail, Personalization Data, Startups and TV Advertising
Shahin and Doug discuss the value add of retail stores versus direct-to-consumer options, whether or not personalization works, and the potential traps of using data in marketing. They also examine the use of television advertising by startups, and whether hesitancy to use TV ads is about money or a larger push away from the “old” way of doing things.
@HPCpodcast-25: Satoshi Matsuoka, TOP500, Fugaku Supercomputer, Nintendo
Recent winner of the Purple Ribbon Medal, one of Japan’s highest honors, Prof. Satoshi Matsuoka, director of the RIKEN Center for Computational Science (R-CCS) and professor of computer science at Tokyo Institute of Technology, joins us in a super fun conversation that covers a wide range of topics (time stamps inside parenthesis).
At RIKEN, Prof. Matsuoka oversaw the development and launch of the Fugaku supercomputer, currently holding the number 1 spot on the TOP500 list. As the list is about to get updated, next week, there is an expectation that the Frontier supercomputer at ORNL (which we covered in a previous episode) will claim the number 1 spot but Fugaku will likely retain its lead in some benchmarks. Previously, he was lead developer of another well-know supercomputer, TSUBAMI, the most powerful supercomputer in Japan at the time.
Here are the topics and the time-stamp in the podcast when they are discussed:
- (start) The Purple Ribbon Medal of Honor
- (minute 2:15) The role of Japan in supercomputing
- (3:45) TOP500 and ORNL’s Exascale system
- (5:00) Fugaku and Arm
- (8:00) Why not SPARC
- (11:30) The balance and beuty of Fugaku and its predecessor the K-Computer
- (15:15) Notable applications of Fugaku, including Covid research
- (25:00) Future of supercomputing and what’s next after Fugaku
- (31:45) FPGA and CGRA
- (36:00) Quantum Computing
- (40:30) Nintendo days and working with the late great Iwata-san
- (48:30) Pursuit of perfection, with a mention of the movie Jiro Dreams of Sushi
Enjoy!
@HPCpodcast-24: Fastest AI Supercomputer, Chips Prices, IBM Quantum
Major news since our last (double edition) episode included what’s billed as the fastest AI supercomputer by Google, price hikes on chips by TSMC and Samsung, visualization of a black hole in our own galaxy, and IBM’s ambitious and well-executed quantum computing roadmap. We discuss how an AI supercomputer is different, an unexpected impact of chip shortages and price hikes, what it takes to visualize a black hole, and what IBM’s strategy looks to us from a distance.
Mktg_Podcast-8: Pandemic, WFH, and B2B vs. B2C Marketing
Shahin and Doug talk about the impact of pandemic on financial results, changes in customer buying behavior as a result of work-from-home (WFH) and depending on demographics, and segue into the differences between B2B and B2C marketing.
@HPCpodcast-23: ACM Turing Award Winner Jack Dongarra
We been fortunate to host some of the most distinguished scientists and technologists in the world who have shaped supercomputing as they have advanced human knowledge. Today we welcome Jack Dongarra who was recently honored by the ACM Turing Award for “Pioneering Concepts and Methods Which Resulted in World-Changing Computations”.
Jack Dongarra is a leader in supercomputing technologies, parallel programming tools and technologies, and linear algebra and numerical algorithms. He holds appointments at the University of Tennessee, Oak Ridge National Laboratory, and the University of Manchester, and is the recipient of several awards and honors.
In a wide ranging discussion, we cover the Turing Award, TOP500, the state of HPC benchmarks, China’s Exascale systems, and future directions in algorithms. We also talk about future of supercomputing and AI systems, reminisce about a period where a proliferation of system architectures provides a fertile ground for experimentation, and discuss whether we are entering a similar era now. This is another episode you’d want to listen to more than once!
Mktg_Podcast-7: Gadgets, Advertising, Funnel, Insight
Episode 7 of the Marketing Podcast covers topics ranging from the usefulness of gadgets and “mean time to garage sale”, to advertising, marketing mix, and conversion factors in a funnel, and depth of knowledge.
@HPCpodcast-22: China Exascale, Twitter in play, Tech Society
New research paper puts China’s Exascale systems back in the news. And impending acquisition of Twitter leads to a discussion about the positive impact and policy challenges of our tech society.
@HPCpodcast-21: HPC Storage with Gary Grider of LANL
Another must-listen episode, covering HPC storage with Gary Grider, leader of the high performance computing division of Los Alamos National Laboratory (LANL) and a leading light of advanced storage solutions for four decades. Gary has led, driven, helped fund, instigated, influenced, or otherwise significantly touched nearly every storage technology out there, from Lustre to Burst Buffers to Ceph (software-defined object storage) to Computational Storage to the Grand Unified File Index GUFI and on and on. Among the topics discussed: how storage is changing with AI, and what is next in HPC storage.
Top of the news includes quantum computing metrics and Quantiniuum passing Quantum Volume of 4096, investigating war crimes with computational methods and open source intelligence, funding opportunity for Mathematical Multifaceted Integrated Capability Centers, and TSMC’s quarterly revenues.
@HPCpodcast-20: New Segment Top-of-the-News, Storage
A new segment, Top of The News, covers top HPC stories, this time Federal funding for PsiQuantum and Global Foundries, AMD’s proposed acquisition of Pensando, and Fujitsu’s cloud offerings. The main topic is storage, which we will cover in multiple episodes going forward, including a very special guest next week. This week we discuss Computational Storage, Erasure Coding, Storage-Class Memory, and Data-Centric AI.
Mktg_Podcast-6: April Fools Day, Signals and Psychology, JTBD
Join in another lively episode as we discuss why April Fools’ Day is more challenging nowadays, how the potato earned its own viral moment, Jobs to Be Done (JTBD) and other marketing recipes, and the importance of leaving room for happy accidents when pursuing innovation.
@HPCpodcast-19: ORNL’s Jeff Nichols on Frontier Exascale, Past, Future
Join us as we get a rare behind-the-scenes glimpse of how the Frontier supercomputer came to be, how it was built in the middle of a pandemic, and how it is going through its paces. Frontier is a $600 million 30 MW supercomputer, comprised of 50-60 million parts in 100+ cabinets, deployed at the Oak Ridge National Laboratory (ORNL) by HPE using AMD CPUs and GPUs. It is slated to be the United States’ first exascale computing resource with a target performance of about 1.5 exaFLOPS in double-precision (64-bit) arithmetic.
Our special guest, Dr. Jeff Nichols, oversees the Department of Energy’s National Center for Computational Sciences, and as such he has been a key figure in the installation of breakthrough supercomputers such as Titan, Summit, and now Frontier. Dr. Nichols is Associate Laboratory Director for Oak Ridge National Lab’s Computing and Computational Sciences organization. He has been in that position since April 2009. His appearance today is something of a valedictory because he plans to retire this year after 20 years at Oak Ridge. We discuss the past and future of supercomputing as well as the current state of the Frontier supercomputer.
@HPCpodcast-18: GTC22, Groundbreaking Advances, and Geopolitics
Shahin and Doug go over what was unveiled at the NVIDIA GTC22 conference, vendor strategies, groundbreaking advances in the industry, and the geopolitics of semiconductors.
Mktg_Podcast-5: Logos, Verbal Real Estate, Employment Marketing, Cost of Metrics
A lively discussion about 1) the most effective logos, branding and strategy, and the importance of verbal real estate; 2) recruitment marketing and how employee/employer dynamics are shifting; and 3) the high cost of metrics and how projects can turn into products.
@HPCpodcast-17: American Competitiveness and Future of Supercomputing, with Dan Reed
In recently published Reinventing High Performance Computing: Challenges and Opportunities, Daniel Reed, Dennis Gannon, and Jack Dongarra, three of the most celebrated thought leaders and luminaries of supercomputing have started an important discussion about the future of HPC and its impact on American competitiveness. Readers of this site would know that those topics have played a big role in driving our research agenda at OrionX and have helped shape our thinking. So we are very fortunate to welcome Dan Reed as a special guest of the @HPCpodcast to go a level deeper. Dan is Presidential Professor of Computational Science, and Professor of Computer Science and Electrical & Computer Engineering at the University of Utah.