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
@HPCpodcast-109: TOP500 at ISC26, China Re-Enters Race in Top Spot – In Depth
The new TOP500 list of the most powerful supercomputers was released today at the ISC conference, with a surprising new system in the top spot. After nearly a decade of staying on the sidelines, China re-entered the race with the first system to exceed 2 exaflops in 64-bits on the HPL benchmark. Shahin and Doug go through the list and the stats with their commentary and analysis, looking at key takeaways, how continents, companies, and architectures fare, and they cover HPL, Green500, HPL-MxP, and HPCG.
Analyst RoundTable: IPOs, AI, BTC- OXD37
In this episode:
– Massive IPOs, AI, market implications
– Valuations and market sentiment
– SpaceX IPO
– AI in IoT: Connectivity to Intelligence
– AI-driven cybersecurity issues
– AI tools adoption and risks
– AI coding
– “No Man’s Land” and AI in management
– Startups and AI-driven business models
– Where to locate your data center
– Crypto mining’s expansion into AI and HPC
– Bitcoin regulatory developments
– Bitcoin treasury companies
– Scientific Bitcoin Institute
HPC News Bytes – 20260608
– 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
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
HPC News Bytes – 20260629
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– IBM demonstrates sub-1nm chip tech
– IBM as we see it
– Executive orders for quantum innovation and risk mitigation
– US, UK, EU roadmaps for PQC readiness
– ORNL next-gen supercomputer Discovery’s Center for Accelerated Application Readiness (CAAR)