EPISODE · Jul 14, 2025

HPC News Bytes – 20250714

from @HPCpodcast with Shahin Khan and Doug Black · host OrionX.net

- 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! [audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250714.mp3"][/audio] The post HPC News Bytes – 20250714 appeared first on OrionX.net.

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