– 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

– 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

– 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

– 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

– 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

– Japan’s Rapidus 2nm chips
– McKinsey’s $7T datacenter forecast
– Nvidia, trade restrictions, national competitiveness
– Geoffrey Hinton’s AI warning

– Salishan Conferenc
– HPC-AI Divergenece
– FugakuNext Zettascale?
– TSMC A14 Fab, Intel 18A Fab
– AmKor CoWoS Packaging Arizona
– Intel Earnings, AI strategy