Explore every episode of the podcast @HPCpodcast with Shahin Khan and Doug Black

- 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)

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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.  As usual, 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.

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- Electron-on-helium qubits
- Is the new Huawei Kirin chip equivalent of a TSMC 3nm chip?
- Intel launches 18A-P node, with Power Boost dual-contact transistor
- Intersect360 announces market size and forecast
- TOP500 analysis coming later this week

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- SpaceX IPO. And HPC
- Anti-Nvidia Data-Center Startups
- Cerebras IPO as a "bet on Nvidia Fatigue”?
- PNNL/ASHRAE/NEMA AI Data Center Energy Performance Framework
- ISC2026 Conference next week

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- 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

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- 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

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- 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

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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

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- Nvidia, Corning, big optical fiber deal
- Optical computing
- New MRC RDMA on Ethernet fabrics
- MRC vs RoCEv2 and Infiniband
- AMD strengths in GPUs and CPUs
- Ocean wave energy for data centers

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- Nvidia’s secret weapon
- Why CPU-only supercomputers
- China’s LineShine Supercomputer
- Japan’s Fugaku.next

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Olivier Ezratty, one of the most respected independent voices in quantum technologies, is the special guest of the @HPCpodcast in a lively, candid, and wide-ranging discussion of the state of the quantum industry.

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- Cisco Universal Quantum Switch
- Co-Packaged Optics (CPO) enters real world deployments
- CPO: AMD, NVDA, TSMC, Global Foundries
- Vox checks in on Los Alamos use of AI for nuclear simulations

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- DARPA HARQ Heterogeneous quantum architectures
- HARQ program, IonQ, memQ
- TSMC and ASML bullish on AI demand
- Stanford AI Index 2026 insights
- Global AI competition

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- Intel Tesla Terafab
- Intel Google CPU IPU
- Fujitsu U. Osaka early-FTQC
- Caltech data sample streaming for quantum computing in AI
- UALink 1.0 Specs vs NVLink

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- Nvidia invests $2bn in Marvell
- NVLink Fusion
- Why big companies invest in small ones
- Andrew Ng on anti-AI activism
- 32, 16, 8, TurboQuant at 3.5 bits... do I hear 1?
- PrismML’s Bonsai-8B 1-bit LLM

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-Arm enters the chip business with Arm AGI CPU
- Is AI inference increasing the CPU:GPU ratio?
- Google’s TurboQuant algorithm
- Data center energy efficiency
- Bringing back a 2,000-year-old cement battery
- India’s chip industry
- TSMC's 2nm capacity crunch
- $20B for a TeraFab ?

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- GTC postview, list of announcements
- GPUs and China
- DoE $293m funding RFA for technology challenges
- Volume on HPC-AI-Quantum co-design, call for contributions
- Turing Award goes to QKD inventors, quantum cryptography pioneers

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- GTC, G stands for growth
- Nvidia’s historical and future market segments
- Nvidia Nemotron agentic model, LPU team
- Chipper clouds: Cerebras+AWS, d-Matrix+Gimlet Labs
- AI’s next big thing? AMI’s "world model” JEPA
- AMI’s massive $1B+ *seed* round
- European AI companies
- InsideHPC signs off

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- AI+HW 2035: Shaping the Next Decade
- CPUs are in short supply too
- What is causing IT shortages
- Foxconn is upbeat about 2026
- Foxconn, its rivals, and its customers
- EuroHPC Summit 2026 postponed

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- AI for military use; Anthropic, OpenAI, DoD
- SambaNova: Intel partnership, new SN50 chip
- GTC 2026
- Mobile World Congress 2026

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- AI power needs
- Small Modular Reactors (SMR)
- US military, DOE, airlift small reactor
- Quantum "teleportation"
- How does Quantum Communication work?
- Silicon photonics for quantum computing

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- "Ride the Wave, Build the Future: Scientific Computing in an AI World", by Dongarra, Reed, Gannon
- Call for National Moonshot Program for future HPC systems
- DOE Genesis Mission, 26 Challenges for National Science and Technology
- NSF $100M National Quantum and Nanotechnology Infrastructure, NQNI
- State of The Quantum Computing Industry
- Los Alamos National Laboratory Center for Quantum Computing

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- Sovereign AI: what is it, and does anyone have it?
- Bullish on Eviden: Europe’s top system company restores old name
- Intel to build server GPUs of its own
- MIT Technology Review AI Predictions

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- Microsoft Maia 200 for Inference
- Nvidia H200 (not H20) for China
- Corning-Meta Data Center
- Nvidia-CoreWeave AI Deal
- Neoclouds’ role in Chip vs Cloud competition

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- Intel earnings, outlook
- Industry-wide supply shortage
- Shrinking windows of vendor price quotes
- Micron fuels upstate New York tech hub
- Chip investments in US regions

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Our special guest today is Paul Bloch, President & Co-founder of DDN, the high performance storage and intelligent data platform company.

AI runs on massive amounts of fast and reliable data, which makes topics related to storage systems especially important. We discuss a broad range: technical optimizations for AI storage, DPUs and future directions, alignment with streaming, HPC, and accelerated computing, pilot to production and training to inference technical and operational challenges, sovereign AI and data sovereignty, and more. Join us!

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- OpenAI and Cerebras
- Taiwan Pledges $250B US investment
- TSMC in Arizona
- Intel 18A fab and Apple
- Inside an AI lab online movie is a 300-million-view hit

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- CES 2026
- Nvidia Vera Rubin, in-house co-Design
- AMD Helios, MI400 MI500
- TSMC GigaFab Arizona
- Intel Panther Lake, 18A Fab
- Sandia National Lab Neuromorphic Computing for PDE Math

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- China's access to H200 GPUs
- Meta acquires Manus
- Sandia's new photonics chip

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- Nvidia Groq $20B deal
- Quantum-HPC hybrid systems and applications
- Quantum control, scale, error correction
- NCAR Closure

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- High Frequency Trading race to save nanoseconds
- AI federated learning at DOE labs
- Perspective from "AI nobility" who are also "AI doomers"

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- Nvidia H200 exports to China
- H20, H200, Chinese chips: how do they stack up?
- Few fast GPUs vs many slow GPUs
- China’s electricity production
- Datacenter electricity use in the US
- Cell-phone sized AI supercomputer
- HPC at the edge
- Regulating AI

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- Marvell in AI, Celestial AI
- Co-Packaged Optics, Photonics Interconnects
- Lasers for EUV, xLight FEL Lasers, ASML Cymer's LPP Lasers
- ASML, Canon, Nikon
- Chinese efforts in chip manufacturing: SMEE, SiCarrier
- Canon's Nano Imprint Lithography (NIL)
- China's Xizhi Electron Beam Lithography
- Okinawa Institute of Science and Technology (OIST)'s simplified optics in EUV
- SDCS Research on Parkinson's Disease

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- CRN's Top 10 Semiconductor Companies of 2025
- Google TPU vs. Nvidia
- Neoclouds, New Customer Class
- DOE Genesis Mission National Initiative

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- SC25 quick takes
- Thank you St. Louis
- Hyperion Research annual SC briefing
- Hyperion quantum computing update
- New public-private partnership model for DOE's new supercomputers

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Join Shahin and Doug as they analyze and discuss the new TOP500 list. They go over HPL, HPL-MxP, HPCG, Green500, geographical distribution, vendor distribution, and other observations.

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- Chip Restrictions in China
- Quantum Computing: IBM, Quantinuum, D-Wave, US DOE, UK NMI-Q, Julich
- SDSC 40th Anniversary, the original 5 NSF centers
- SC25 glance ahead

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Dan Nystedt, vice president of research at Tri-Orient Investments, joins us to discuss the Asian tech scene: geopolitical tensions and Taiwan's role, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China's rare earth dominance and geopolitical impact.

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- Quantum-accelerated supercomputing
- NVQLink, QCS, QEC
- Tesla Intel collaboration?
- Is the chip era ending?
- SC25 offers new options for those impacted by US Government shutdown

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- New Exa-Class Supercomputers at DOE labs, HPE, AMD, NVIDIA, Oracle,
- AI-RAN, Telecoms+AI, Nvidia+Nokia+partners
- Intel+SambaNova ?

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- Google Claims Verifiable Quantum Advantage
- Quantum Computing Applications and Current Status
- US Govt’s Rumored Interest in Equity Stakes in Quantum-Computing Firms
- NextSilicon’s New Chip
- A Bit of History on Reconfigurable Computing, Data Flow Architecture, Systolic Arrays

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- How about an AI system that needs 2x the energy NYC uses?
- A GPU for every person
- HPC-Quantum hybrid systems
- Exascale Day 10/18, ExaFlops or ExaWatts?
- Seymour Cray 100th birthday
- Cray-1 50th anniversary
- US Mint's new dollar coin featuring the Cray-1
- Cray-1 masterclass in... branding!

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- AMD OpenAI
- AMD Oracle
- Intel Clearwater Forest (Xeon 6+)
- Intel Fab52 18A looks like is catching up with TSMC
- SC25 conference looks like another big one

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We had the opportunity to catch up again with Professors Keren Bergman to discuss the latest developments in all things optical: co-packaged photonics/opto-eletcronics/silicon photonics, photonic integrated circuits (PICs), and optical computing.

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- Provably unconditional quantum (information) supremacy
- Big clouds balance own vs merchant GPUs
- Big unexpected players in HPC/AI infratech

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- "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

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- Nvidia, Intel, and $5B
- Is APU the way to go?
- Nvidia, Enfabrica, and $0.9B
- Interconnects and Networking key to AI Data Center
- PsiQuantum and $1 Billion
- Investment continues to grow for Quantum Tech

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- Nvidia Rubin CPX
- AI Inference, Prefill, Decode, Context
- Oracle and OpenAI
- Nvidia and OpenAI in the UK
- UK MOD Google Cloud
- Digital Sovereignty

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- 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

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- MIT Quantum Index report 2025
- AMD+IBM for supers+quantum
- Here comes tent-as-a-datacenter
- Nvidia Earnings
- Hot Chips conference recap

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