@HPCpodcast with Shahin Khan and Doug Black

– 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$…

– 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 Maxw…

– 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 adv…

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

In what is becoming an annual tradition, we are “Live from Nvidia GTC25” AI-everywhere show. We cover everything from industry landscape to Hopper to Blackwell to Rubin and Feynman, plus silicon phot…

– 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

Just before the GTC25 conference, and in the 100th episode of the full format @HPCpodcast, we welcome a very special guest, the great Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the…

– 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 Better…

Dr. Handel Jones, author of the 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.  joins us again to discuss th…

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

We are delighted to have as special guests today three of the top analysts in the HPC, AI, Cloud, and Quantum fields, representing the industry analyst firm Hyperion Research. Earl Joseph is Hyperion…

– 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 fal…

– “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

In this In-Depth feature of the @HPDpodcast, Addison Snell, co-founder and CEO of Intersect360 joins Shahin and Doug as they discuss a wide range of topics in HPC, AI, and Quantum Computing.  They to…

– 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

The po…