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 – 20251006
– Provably unconditional quantum (information) supremacy
– Big clouds balance own vs merchant GPUs
– Big unexpected players in HPC/AI infratech
HPC News Bytes – 20250929
– “World Models” aim for the next big thing in AI
– Microsoft’s $3.3B datacenter, with a $4B one to Follow
– OpenAI talks central-park-sized datacenter, times 13
– In-Chip ‘Microfluidics’ cooling
– Caltech tames 6,100 neutral atom qubits with 12,000 optical tweezers
HPC News Bytes – 20250922
– Nvidia, Intel, and $5 Billion
– Is APU the way to go?
– Nvidia, Enfabrica, and $0.9 Billion
– Interconnects and Networking key to AI Data Center
– PsiQuantum and $1 Billion
– Investment continues to grow for Quantum Tech
HPC News Bytes – 20250915
– Nvidia Rubin CPX
– AI Inference, Prefill, Decode, Context
– Oracle and OpenAI
– Nvidia and OpenAI in the UK
– UK MOD Google Cloud
– Digital Sovereignty
HPC News Bytes – 20250908
– Cooler AI: Cutting energy costs with Adiabatic Reversible Computing
– More Heat in Chip Wars: OpenAI joins the race to design custom AI silicon
– Ironwood Rising: Google’s next-gen chip may debut in Neoclouds
– Made in India: Nation unveils its latest fully homegrown chip
– HPC User Forum 2025
– Europe’s Exascale: Jülich unveils its 64-bit powerhouse
– Quantum Cash Flow: Industry kicks off September with billion-dollar momentum
Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32
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:
– Early views on impact of AI Agent Swarm Coding on staffing, org structure, roll out
– Stanford AI Index report
– MIT report on AI project failures
– Will AI stampede continue?
– MIT Quantum Index report
– Bitcoin blockchain and bitcoin wallets have different exposure to quantum computing threat
– Bitcoin fund flow evolution
– What’s up with the U.S. taking equity stake in Intel?
– Hot Chips conference: why is Rapidus making such rapid progress?
– Grid Computing redux: campus grid becomes “scale across”
HPC News Bytes – 20250901
– MIT Quantum Index report 2025
– AMD+IBM for supers+quantum
– Here comes tent-as-a-datacenter
– Nvidia Earnings
– Hot Chips conference recap
HPC News Bytes – 20250825
– FugakuNEXT, Japan’s next leadership supercomputer led by RIKEN
– Fujitsu MONAKA CPU
– Fujitsu’s 1000-qubit Superconducting Quantum Computer
– CPU-GPU-QPU hybrid systems coming
– US Government’s equity stake in Intel: “Arsenal of Democracy” or “intervention”?
– Softbank bets on Intel
– New geopolitical football: H20 GPUs
@HPCpodcast-103: Stanford AI Index 2025 w Nestor Maslej
We are delighted to again welcome Nestor Maslej of the Stanford Institute for Human-Centered Artificial Intelligence (HAI) at Stanford University to discuss the latest edition of the the annual Stanford AI Index and Stanford Global AI Vibrancy Tool. Nestor has degrees from Harvard and Oxford in addition to being a fellow at the Center for International Governance Innovation. We touch on several of the 12 key findings of the report as we highlight important issues in AI such as its impact on jobs, geopolitics, and social trust.
This year’s report is 456 pages covering a wide range of topics in eight chapters:
1) Research and Development
2) Technical Performance
3) Responsible AI
4) Economy
5) Science and Medicine
6) Policy and Governance
7) Education
8) Public Opinion
We discussed last year’s report in episode 85 on June 7th, 2024. We recommend that you listen to both podcasts to get a more complete view.
@HPCpodcast-104: Silicon Photonics, w Keren Bergman (2)
We had the opportunity to catch up again with Keren Bergman to discuss the latest developments in fast moving optical technologies: co-packaged photonics/opto-eletcronics/silicon photonics, photonic integrated circuits (PICs), and optical computing.
We also discuss the sate of the market, the impact of AI, manufacturability, the software stack, ease of deployment, and the well-funded and promising start up, Xscape Photonics, co-founded by Professor Bergman.
Professors Bergman is the Charles Batchelor Professor of Electrical Engineering, Faculty Director of the Columbia Nano Initiative, and Principal Investigator of Lightwave Research Laboratory at Columbia University. She is the recipient of the 2016 IEEE Photonics Engineering Award and is a Fellow of Optica (Optical Society of America) and IEEE.
Our last conversation was in epsidoe 54 when we discussed a wide range of topics including: “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.”