HPC News Bytes

– US AI Action Plan
– STMicro NXP MEMS sensors
– Nvidia H20, TSMC packaging capacity

 

– Top-20 AI Supercomputers
– 1-million-GPU systems
– Rapidus of Japan’s 2nm fab
– IBM Power11, Sypre accelerator
– HotChips conference
– CUDA for RISC-V

 

– SemiAnalysis on the business of AI: GPUs, Neoclouds, Inference Providers, Applications
– 2nm fab race: TSMC, Intel, Samsung aim to ship this year
– IFS external customers
– Nvidia valuation: a trillion here a trillion there!

 

– IDC projects a $366B global server market in 2025, 45% y/y growth annually over 2024, 134% y/y growth in Q1
– The European Quantum Act announced its Quantum Strategy aiming to leverage deep science for global quantum leadership by 2030
– TSMC’s 3nm fab in Arizona ahead of schedule, first batch of wafers expected in 2027
– US lifts EDA software export restrictions to China

 

– GPU-ASIC War
– Hyperscalers’ CPUs, “GPUs”, DPUs, QPUs
– Google TPU-7 and Open AI?
– Meta’s AI chip tape out
– Microsoft’s AI chip delays
– Why do engineering projects get delayed?
– Chip co-designers break into chip supply chain

 

– Fault Tolerant Quantum Computer in 2029?
– Quantum computing roadmaps, performance benchmarks, industry metrics, M&A
– RIKEN and Fujitsu team up again for Fugaku.next, Japan’s next-gen flagship supercomputer

 

– AMD MI350X and MI355X new GPUs
– AMD ROCm 7.0 software
– AMD Helios rackscale system
– Fujitsu Monaka chip,
– SIGHPC Travel Grants for SC25
– HPCGuru signs off

 

– 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

 

– This week in GPU geopolitics
– Intel and Silverlake in Altera FPGA deal
– Storage is what’s next as investment soars
– 2nm chips are coming to Taiwan and Arizona

 

– Argonne’s nuclear reactor digital twin helps monitor, manage, train
– An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP)
– TSMC may face US$1B penalty
– Chinese AI players order $16B of Nvidia H20s
– Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B by 2028

 

– US Tariffs and Technology Sector
– Intel-TSMC Joint Venture?
– DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus
– Sandia National Lab to test laser-based photonic cooling via Maxwell Labs
– 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs
– Lightmatter 3D co-packaged optics

 

– AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud
– ASML to open repair hub in China
– EuroHPC-JU’s CINECA selects 140-Qubit Pasqal system
– ORNL sees a path for quantum performance advantage for Fluid Dynamics
– Classiq, Deloitte Tohmatsu, and Mitsubishi Chemical compress quantum circuits by 97% and 54%
– Prof Torsten Hoefler of ETH wins ACM Prize in Computing

 

– GTC25 Quantum Day
– Post-Quantum Cryptography guidelines
– Quantum Blockchain?
– NVMe-enabled HDD storage with SSD cache

 

– What to expect from Intel’s new CEO
– Did D-Wave achieve quantum computational supremacy on a useful problem?
– “AI Woodstock” GTC25 is in San Jose, CA this week

 

– TSMC $100B investment in Arizona Factories
– EuroHPC Project DARE using RISC-V
– Jülich Hybrid Supercomputer with D-Wave
– Quantum Computing Stock Price Volatility
– Chinese Quantum Computer Betters Google’s Willow
– Supercomputing Asia 2025 (SCA25) held this week in Singapore

 

– Government layoffs funding disruptions cause uncertainty and concern for scientific leadership
– Cat Qubits: AWS Ocelot, Alice and Bob
– ASIC vs GPUs vs Accelerators

 

– New in-house-manufactured Microsoft QPU: Majorana 1
– DARPA US2QC program
– (Funding) and harnessing idle GPUs anywhere on the internet
– France’s CEA advances in fusion energy research

 

– Arm to sell its own CPU? Meta as first customer?
– Big AI, Big Power, Big Chill… Big Pollution?
– Intel’s fate puts national security and market forces into focus
– Europe falls in-line to avid falling behind in AI
– GE Aerospace gains access to exascale power via DOE INCITE program

 

– “Big AI” land grab as private money dwarfs public funds
– Nuclear power for data centers
– New European-origin quantum system in Spain
– Softbank eyes Ampere

 

– DeepSeek, 1+5 lessons
– Rack Scale Arch redux, Intel GPU roadmap change
– LANL and OpenAI, national security apps, fully on-prem?
– Google and Kairos Power, Small Modular (nuclear) Reactors

 

– Massive AI datacenter investments: $500B Stargate, $600B Saudi
– When datacenters can’t get bigger
– India enters the chip manufacturing market

 

– CHIPS Act in Trump Administration
– Quantum Computing stocks
– Intel’s mystery acquirer
– HPE’s $1B win

 

– China’s TOP100
– AI PCs, workstations, workgroup servers
– DataCenter Capacity Growth
– MPI ABI

 

– Beyond EUV lithography, LLNL, DOE
– ASML, GPUs, China, trade sanctions
– AI infrastructure build-out
– TSMC 2nm Chips in 2025

 

– China, Advanced GPUs, Advanced AI
– High Tech companies pursue government contracts
– Neuromorphic chips, artificial fast neurons
– Farewell 2024, thank you @HPCpodcast listeners

 

– Long-Thinking AI
– UALink + optical
– Arm-Qualcomm lawsuit

 

– Google “Willow” quantum chip: hype or reality?
– European supercomputing site chooses US vendor: LRZ’s Blue Lion
– China-US technology clash and mutual retaliation
– ORNL supercomputers accelerate research on this fast-growing tree

 

– Intel CEO Pat Gelsinger retires
– Marvell-AWS supplier alliance
– Chinese quantum computer Tianyan-504

 

– Do LLMs understand?
– Collaborative Agentic AI
– Frontier simulates the universe
– France builds more nuclear reactors
– TSMC’s 2nm chips in the US slated for 2028

 

– Supercomputing show SC24 moves closer to mainstream
– Hyperion’s HPC Market Sizing
– Huawei AI chips, trade restrictions

 

– Supercocmputing-24 conference starts today
– TSMC, CHIPS Act, semiconductor demand
– Sandia National Lab and Cerebras

 

– TSMC revenue jump
– TSMC barred from making leading-edge chips abroad
– AMD-Fujitsu team up for a new superchip?
– AMD, Intel, Nvidia datacenter revenue
– Green energy momentum in the US

 

– India rising
– High Bandwidth Memory (HBM) in short supply
– Novel accelerator architectures
– CHIPS Act funds Extreme Ultra Violet (EUV) lithography technology in the US

 

– TSMC delivers good news for chip manufacturing in the US
– Denmark builds AI supercomputer with Eviden and Nvidia
– White House tasks NNSA/DOE with assessing AI risk for National Security

 

– Exascale Day, Zettascale, Avogadro’s Number
– Did a Chinese quantum computer crack military grade encryption?
– The great Rear admiral Dr. Grace Hopper
– The First Computer Bug
– Hyperion Research innovation award
– Q2B Conference

 

– AMD’s new CPU, GPU, DPU, NIC
– Foxconn’s big supercomputer at Hon Hai Kaohsiung Center in Taiwan
– AI drives Nobel Prizes in Physics and Chemistry
– Yann LeCun’s take on AGI

 

– IDC report on datacenter energy use and growth
– NTT Research on the state of optical computing
– AI experts weigh in on the future impact of AI

 

– Intel Xeon 6, Gaudi 3, MRDIMM, AMX
– Intel 3 Fab, TSMC, Samsung, Chip subsidies
– AMD Turin, AMD UDNA
– Quantum update

 

– AI-fueled M&A rumors: Intel, Qualcomm, Ampere
– Three Mile Island resurrected to feed GPUs for Microsoft
– Beyond GPUs lie specialized chiplets

 

– Oracle Cloud’s 130K Blackwell plan
– AI inference battleground
– Storage for AI
– Rhea takes Jupiter to Jülich

 

– Nvidia Blackwell delays
– Inference champions
– AI regulations
– Supercomputing in Russia

 

– Hot Chips 2024 conference
– LANL electricity needs enter the senate race
– A small modular nuclear reactor in a 30-inch borehole a mile under?
– AMD in $4.9B deal to buy ZT Systems

 

– AI-centric servers form new market segment
– NIST announcement heralds Post Quantum Cryptography (PQC) milestone
– English Professors win NSF grant to study supercomputing’s impact on society, geopolitics

 

– UK Govt. cuts funding to exascale and AI projects
– Investment in AI inference rises
– AI models: open source vs. guardrails
– Will SC24 be the largest supercomputing event ever?

 

– Intel financial results
– Nvidia Blackwell delays
– Which programming language is most energy efficient?
– Discoveries led by exascale software

 

– Nvidia to build GPUs specially for the Chinese market to comply with export control
– Morgan Stanley report projects 60,000 to 70,000 Nvidia AI racks in 2025
– China and TOP500, no new news
– NTT and U. Tokyo use Graphene Plasmon in pursuit of faster opto-electronics

 

– AI survey by S&P Global Market Intelligence commissioned by Vultr
– OpenAI proposes 5 levels of AI based on capability
– SoftBank acquires Graphcore

 

– SMIC Wafer Yields for Huawei Ascend 910B AI Chip
– Goldman Sachs Report on Gen AI ROI, Readiness
– New Startup Fuels Special-Purpose Chip Trend

 

– Intel’s Silicon Photonics Milestone
– Intel’s 144-core-now-288-core-next-year Xeon Sierra Forrest CPU
– Quantum Advantage: Time vs. Space
– Microsoft Concludes Undersea Datacenter Project

 

– GPU price wars?
– Rectangular wafers for more/bigger chips
– AI assistant for science
– AI Supercomputer in Japan, New exascale in the EU

 

– New paper on “Managing extreme AI risks amid rapid progress” with an all-star author list
– Investments in Taiwan, Chip War
– AI Chip Landscape, Specialty AI Chips gain traction
– Where would AI datacenters fin energy? Fusion, Geothermal, Hydrogen Fuel Cells
– Apple Silicon in Datacenter?

 

– Clinical trials for cancer fighting drug discovered by LLNL and BridgeBio
– Sandia and Submer say immersing the whole rack can get big power savings
– In defense of the CHIPS Act
– New paper “Scalable MatMul-free Language Modeling” promises low memory low power AI

 

– Computex-24, Nvidia Rubin, Nvidia Vera, AMD MI325X, AMD Turin
– Ultra Accelerator Link (UAlink)
– EU’s 2nd Exascale System at CEA France
– Is AI getting ahead of itself?

 

– Techno-politics, China, TSMC, and ASML remote disablement
– CryptoSuper500 report on Bitcoin as Specialized Supercomputing
– X-ai says it will build AI supercomputer with 100,000 H100 GPUs
– AI regulations in EU go into effect next month
– Nvidia GPUs continue strong in earnings season

 

– Who will join the Exascale club next?
– Nvidia “paints it green”
– Other AI chips impress
– Student Cluster Competition winners

 

– ISC24 conference begins today
– Substantial investments in Quantum Tech continue
– Geopolitics of chips and scenario planning around TSMC, again
– Electricity shortage and grid capacity for AI datacenters

 

– ASML and US-China Trade Wars
– Tik Tok Ban Bill in the US
– Intersect360 HPC-AI Market Size in 2023
– Women in HPC at ISC24

 

– Infra-Tech, Datacenter Shortage of Parts, Property, and Power
– AI winter, AI bubble, dot-AI bust
– Trade bans, Chain of Custody
– Sandia National Lab’s Hala Point Neuromorphic Supercomputer

 

– New supercomputers at Los Alamos and France-CEA
– Stanford AI Index Report
– Bitcoin Halving
– Argonne-UIC Crabtree Institute for Discovery and Sustainability

 

– Intel Vision 2024 Event, Intel Gaudi 3, Xeon 6
– Meta MTIA accelerator chip
– Nvidia GPU shortage easing
– Category Theory, Categorical Deep Learning, Geometric Deep Learning
– China economic growth plans, high end manufacturing industrial policy

 

– TSMC Arizona back on schedule
– Dutch government support for ASML
– Intel Foundry profitability
– TSMC expands CoWoS capacity
– SK Hynix $3.9B for Indiana HBM fab and R&D with Purdue
– Quantinuum and Microsoft show major improvement for qubit fidelity

 

– Microsoft OpenAI $100B Stargate supercomputer
– Eviden winning deals, growing and hiring
– Alibaba RISC-V datacenter chip
– Linear Pluggable Optics Multi-Source Agreement, LPO-MSA
– Nvidia banning CUDA translation software like ZLUDA

 

– Nvidia GTC24
– Intel fab and US CHIPS Act
– Who isn’t in the Ultra Ethernet Consortium?
– Samsung HBM-or-GPU blend

 

– European AI Act
– 5nm Cerebras Wafer Scale Engine 3
– A faster matrix-multiply algorithm?
– Meta’s GenAI Infrastructure

 

– IndiaAI Mission, including a 10,000-GPU supercomputer
– Countries court chip manufacturers for local fabs
– AI value-chain consolidation from fabs to apps to clouds
– Atos spinout of Eviden caught in financial complexity

 

– GPU Shortage, HPE, Dell Financial Results
– GPU allocation: CSP, On-prem, AI PCs, Embedded AI
– Chip Capacity, Intel Fabs in Germany, Japan Advanced Semiconductor Manufacturing
– Singapore AI program, Mid-career Training
– AI business justification, AI talent shortage

 

– Intel Foundry Event, “Systems Foundry” Era
– Nvidia Earnings,Valuation, AI Learning vs AI Inference, In-Memory Computing for AI
– HPC in Space, Data Centers on the Moon
– ISC-24 Conference

 

– Honda taps Cadence Design System digital twin supercomputer for CFD, air taxi R&D
– Chip news: Nvidia, TSMC, SKHynix, IBM AIU, OpenAI
– Kathy Yelick to Deliver ISC 2024 Keynote on Post-Exascale Computing
– Google settles with Singular Computing over claims of stolen AI chip tech

 

– Argonne National Lab’s Nexus Integrated Research Infrastructure (IRI)
– Delays in Intel’s Fab in Ohio, CHIPS Act
– Mitchel Institute report on Quantum Information Science and Technologies
– Controlling Emergent AI, High Calory Data

 

– Italy’s Eni Acquiring 600 PFLOPS System
– Intel’s Advanced Fab in New Mexico, UMC partnership
– NSF’s Advanced Computing National AI Research Resource Pilot
– D-Wave’s 1,200+ Qubit Advantage2 Prototype
– IonQ’s 35 algorithmic qubit system

 

– Synopsys to Acquire Ansys
– Meta is spending billions on Nvidia chips
– OpenAI CEO raising billions to build new chips and new chip factories
– Pawesey selects QuEra, US Geological Survey selects Q-CTRL, Quantinuum Raises $300M

 

– RIKEN Hybrid Quantum-HPC Platform with Quantinuum
– Google in $1.67B AI Chip Patent Infringement Trial
– Crack in Cloud Egress Fees
– ORNL Post-Exascale RFP for next generation OLCF-6 to be delivered in the 2027 time frame
– HPE Acquires Juniper Networks

 

– Intel 4 fab, IDM 2.0, Ericsson
– CXL, Samsung, Red Hat
– AI startup funding
– Quantum Key Distribution (QKD) landscape

 

– Moore’s Law slows down, Intel, TSMC
– TSMC 1nm Chips, Arizona plant
– Huawei results, Mate 60 Pro smartphone, Kirin 9000S chip
– DARPA US2QC, PsiQuantum, Microsoft

 

– EU Exascale, HLRS, MareNostrum Inauguration
– Neuromorphic AI gets active
– ASML’s 1st High-NA EUV system goes to Intel
– Argonne’s Bimetallic All-optical Switch

 

– Intel launches Gen-5 Emerald Rapids
– New York State’s own “Chips Act”: $10B for NanoTech Complex with IBM, Micron, others
– Quantum Computing market size from Hyperion Research
– AI “Benchmarketing”: Nvidia takes AMD’s bait

 

– AMD MI300 availability as AI Chip Party heats up
– Q2B Silicon Valley quantum conference update
– Linux foundation’s High-Performance Software Foundation and DAOS Foundation
– Int’l consortium for trustworthy and reliable generative AI models for science
– EU agrees landmark deal on regulation of AI
– ISC Submission Deadlines extended

 

– Why would The New Yorker cover HPC technologies?
– Open Benchmark Council’s TOP100 lists
– Intel as one of the largest customers of TSMC’s high-end fab?
– Digital Twins for hyropower at ORNL and PNNL

 

– NVIDIA Ethernet push with Dell, HPE, Lenovo
– Research and Engineering Studio on AWS
– Latest on Chinese exascale
– HPC-Quantum integration: Riken’s Fugaku + NTT Ei and Simulated systems

 

– SC23 stats
– Exascale update and future
– Raft of new chips
– Quantum Village at SC23
– UCIe, PCIe, Ultra Ethernet

 

– SC23 Starts, TOP500 later today
– Storage at Scale, DAOS, Aurora, Linux Foundation
– Sandia National Lab and DDN
– TSMC 1.4nm, SMIC financials

 

– UK Summit on AI, AI Supercomputers in the UK
– US Presidential Executive Order on AI
– Peter Ungaro on full episode of @HPCpodcast
– Intersect360 Market Update

 

– SC23 Conference “all in” with Streaming
– Intel Financials, On-track with Fab, Progress in AI
– Quantum Computing Round-up, Still Early Days
– Oxide Computer All-Custom Cloud Computer

 

– HPE Cray at Crusoe Flared Gas Data Centers
– IBM NorthPole AI Chip
– TSMC financials: AI, 3nm, Inventory
– AI Frenzy, AGI, Brain Waves as Input
– Exascale, Aurora, TOP500

 

– China Exascale Investment
– Samsung 3nm, Intel, TSMC
– Exascale Day
– Women in HPC, Why Women Stopped Coding
– GPU Shortage and Competition, Nvidia H100, AMD MI300, Intel Gaudi-2

 

– 1st Exascale Supercomputer in Europe
– Hyperion Rseaech Survey on the use of LLMs in HPC
– AD Little report on Quantum Computing myths and opportunities
– Human Immortality in 2030

 

– 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

 

– 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

 

– Intel Innovation Event, FPGA, Open Source
– AI-Oriented Papers in Science
– Arm IPO and Strategic Shift
– AMD EPYC 8004

 

– NVIDIA TensorRT-LLM
– Honeywell Leverages Quantum Computing Encryption Keys
– TSMC Silicon Photonics
– Microsoft Copilot AI Indemnification
– HPC Forum Tuscon

 

– 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

 

– 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”

 

– 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

 

– 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

 

– 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

 

– 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

 

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