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OrionX.net

Industry Analysis • Market Execution • Demand Generation

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Episodes

  1. HPC News Bytes – 20261012

    - Gartner's AI predictions - AI Costs, autonomy, accountability - Aurora DAOS storage: 800 servers, 30TB/s - DARPA QBI - Quantum startup funding - Thorium nuclear clock - TSMC–GlobalFoundries packaging deal - Rapidus 2nm update - AI in math "Denial of Human Validation" attack! [audio...

  2. HPC News Bytes – 20261005

    - Tencent on Oracle GPU cloud - Autowarcom and Edge-HPC - Google Suncatcher gets feet wet - HBM further eats into DRAM wafer budget [audio mp3="https://orionx.net/wp-content/uploads/2026/10/HPCNB_20261005.mp3"][/audio] The post HPC News Bytes – 20261005 appeared first on OrionX.net.

  3. Mktg_Podcast-058: D2C, Product Marketing

    On Marketing (and Everything Else!): • When following beats being first • The hidden costs of DTC • Shopping vs. buying • Assessment and prep, the upfront work • Features, benefits, value, (and buying behavior) [audio...

  4. HPC News Bytes – 20260928

    - Alibaba’s full-stack play - Chinese system players - Chinese EUV lithography? - SiPearl Rhea1 - Europe Gets Its CPU Back - Data center politics - Data center constraints everywhere [audio mp3="https://orionx.net/wp-content/uploads/2026/09/HPCNB_20260928.mp3"][/audio] The post HPC News Bytes –...

  5. HPC News Bytes – 20260921

    - Critical Minerals, AI, and U.S.–China Talks - Open Weights vs. Open Source - Memory: The Next Sovereignty Target - Fujitsu MONAKA for All - DOE’s Science-First Quantum Roadmap for the Nation [audio mp3="https://orionx.net/wp-content/uploads/2026/09/HPCNB_20260921.mp3"][/audio] The post HPC News...

  6. @HPCpodcast-110: John Gustafson on AI, HPC, Making Every Bit Count – In Depth

    Can AI and high-performance computing get better answers with fewer bits? HPC pioneer John Gustafson, author of Every Bit Counts, joins Doug Black and Shahin Khan to challenge the default reliance on 64-bit floating point, and explain why numerical precision belongs at the center of the debate…

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  7. HPC News Bytes – 20260914

    - The Rise and Rise of AI Doomerism - AI's Global Power Constrain - AI to Help Control Fusion Energy Process - AI Solves yet another hard math problem - Taiwan's AI-Server Boom [audio mp3="https://orionx.net/wp-content/uploads/2026/09/HPCNB_20260914.mp3"][/audio] The post HPC News Bytes –…

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  8. HPC News Bytes – 20260907

    - IBM Nighthawk r2 - Diraq at Equinix - From Better QPUs to Better Infrastructure - Agentic AI for Physical Science Experiments - AI and Jobs: Watch Hiring, Not Only Layoffs - Technopolitics: Restrictions and Dependencies [audio...

  9. HPC News Bytes – 20260831

    - Brazil Plays Both Sides of the AI Stack - Nvidia's AI Economics Expand Up the Stack - Nvidia + HuggingFace? - IBM Puts Arm Inside the Mainframe - Hot Chips roundup - Quantum Computing roundup [audio mp3="https://orionx.net/wp-content/uploads/2026/08/HPCNB_20260831.mp3"][/audio] The post HPC…

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  10. HPC News Bytes – 20260824

    - Hot Chips, Hot Interconnects, SC26 - The Fall HPC Conference Season - Google Diversifies Custom Silicon - Industrialization of Custom Silicon - Cerebras CS-4 System - White House National Security Science and Technology Strategy [audio...

  11. HPC News Bytes – 20260817

    - Riemann Hypothesis advances via AI - AI agents need inference budget for computational research - AMD Reasserts FP64 - Algorithmic vs Numerical Emulation - zHBM, HBF expand memory-storage hierarchy - China’s answer to IBM-AMD QEC and NVQLink - THQLink built on TH-Express [audio...

  12. HPC News Bytes – 20260810

    - AI Optics and Export Controls - China and the Memory Shortage - AI’s Debt-Funded Buildout - AMD Bets on Hard-Wired AI [audio mp3="https://orionx.net/wp-content/uploads/2026/08/HPCNB_20260810.mp3"][/audio] The post HPC News Bytes – 20260810 appeared first on OrionX.net.

  13. Mktg_Podcast-057: Strategic Reduction and Agility

    - Gym membership research! - System paradox - Strategic magnification, reduction, agility - Unbiased data - Creating crises [audio mp3="https://orionx.net/wp-content/uploads/2026/08/Mktg_Podcast_057_Strategic-Reduction-Agility_20260725.mp3"][/audio] The post Mktg_Podcast-057: Strategic Reduction...

  14. HPC News Bytes – 20260803

    - Open Secure AI Alliance - Open vs. closed AI - European AI gigafactories - Sovereign AI policy to architecture - Trusting results from Quantum Computers [audio mp3="https://orionx.net/wp-content/uploads/2026/08/HPCNB_20260803.mp3"][/audio] The post HPC News Bytes – 20260803 appeared first on...

  15. HPC News Bytes – 20260727

    - Genesis Mission launches - National discovery infrastructure - AMD Helios rackscale platform - Optical fiber as memory - Rethinking model-weight storage - AI agents escaping containment - Ken Thompson's 1983 Turing Award lecture [audio...

  16. HPC News Bytes – 20260720

    - Japan's 140MW 27,500 Rubin system, Physical AI - Regulatory action on chips, AI coming - China positions for global AI ecosystem - World AI Cooperation Organization [audio mp3="https://orionx.net/wp-content/uploads/2026/07/HPCNB_20260720.mp3"][/audio] The post HPC News Bytes – 20260720 appeared...

  17. Analyst RoundTable: TOP500, Bitcoin, AI, Space, Fusion – OXD38

    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: - TOP500 - Bitcoin - AI - Space tech - Fusion energy [audio...

  18. HPC News Bytes – 20260713

    - Meta Iris accelerator chip - New class of vendors in Chips - ORNL on-prem Quantum Computer - Satoshi Matsuoka’s papers on Precision, Memory, Open Models - Is the U.S. “blowing it” in AI? [audio mp3="https://orionx.net/wp-content/uploads/2026/07/HPCNB_20260713.mp3"][/audio] The post HPC News…

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  19. HPC News Bytes – 20260706

    - Jim Keller's fab for fabs - First Arm AGI servers spotted at Computex - 3D-printed Small modular Rector module? - Fuel Cell Technology - Data Center Water Use [audio mp3="https://orionx.net/wp-content/uploads/2026/07/HPCNB_20260706.mp3"][/audio] The post HPC News Bytes – 20260706 appeared first...

  20. HPC News Bytes – 20260629

    - 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) [audio...

  21. HPC News Bytes – 20260622

    - 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 [audio...

  22. Analyst RoundTable: IPOs, AI, BTC- OXD37

    In this episode: - Massive IPOs, AI, market implications - SpaceX IPO - AI in IoT: Connectivity to Intelligence - AI coding - “No Man’s Land” and AI in management - Startups and AI-driven business models - Where to locate your data center - Crypto mining’s expansion into AI and HPC - Bitcoin...

  23. HPC News Bytes – 20260608

    - 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 [audio...

  24. HPC News Bytes – 20260601

    - 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...

  25. HPC News Bytes – 20260525

    - 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 -...

  26. HPC News Bytes – 20260518

    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…

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  27. HPC News Bytes – 20260504

    - Nvidia’s secret weapon - Why CPU-only supercomputers - China’s LineShine Supercomputer - Japan’s Fugaku.next [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260504.mp3"][/audio] The post HPC News Bytes – 20260504 appeared first on OrionX.net.

  28. Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36

    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: - GTC postview - Nemotron vs Nematron - OpenClaw, Instar.sh - Social Media in Court - Modeling BTC Bubbles - Scientific...

  29. Mktg_Podcast-056: AI, Complexity, Impact

    - MadLibs of AI Cartoon by Marketoonist - Update on Doug's book on Complexity - Look how much I saved, Alastair Thomson's article - Borrowing from the future - Use of AI in weapons - Software is sticky, AI is software [audio...

  30. Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35

    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: - Scientific Bitcoin Institute (BSI) - Bitcoin update - AI Agents, OpenClaw - Emergent abilities in AI - Memory shortage -...

  31. Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34

    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: - Agent swarm coding, update - AI bubble? - Australia social media ban - Modelling Bitcoin bubbles and volatility -...

  32. Mktg_Podcast-55: AI Layoffs, CMO Role

    - AI: nagware, layoffs, uses - CMO role: hard to fill? or mislabeled? [audio mp3="https://orionx.net/wp-content/uploads/2025/11/Mktg_Podcast_055_AI-Layoffs_CMO-Role_20251130.mp3"][/audio] The post Mktg_Podcast-55: AI Layoffs, CMO Role appeared first on OrionX.net.

  33. Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33

    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: - Agent Swarm Coding, "AI-Aided Coding"? - AI circular funding or flywheel - Data Center build-out complexities, and...

  34. Mktg_Podcast-54: AI Fears, Starbucks

    -Marketing is Everything podcast? - What to do about AI, AI FOMO, AI FOBO - Starbucks, What Makes a Neighborhood Coffee Shop - Gaming the System [audio mp3="https://orionx.net/wp-content/uploads/2025/11/Mktg_Podcast_054_AI-Fears_Starbucks_20251109.mp3"][/audio] The post Mktg_Podcast-54: AI Fears,...

  35. 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…

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  36. Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31

    In this episode: - What AI Agent Swarm Coding is like - Bitcoin Treasury Companies - U.S. AI Action Plan - Power Generation, Nuclear Energy - Sovereign AI [audio mp3="https://orionx.net/wp-content/uploads/2025/08/OXD031_ART-7_20250812.mp3"][/audio] The post Analyst Roundtable: AI Coding, Bitcoin...

  37. Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30

    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: AI Agent Swarm Coding, IoT, Bitcoin, HPC, TOP500, PCIe, UCE, 5G, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum...

  38. Mktg_Podcast-53: Myths and Myth-takes

    Myths and "Myth-takes" - Customer is always right - All good marketing must have case studies - You must be data driven - Great products sell themselves - They have a PR problem - Good ideas are a dime a dozen - etc. [audio...

  39. Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29

    Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering AI, HPC, Cloud, Quantum, Crypto, Fusion. In this episode: Dessert vs Forest company culture, Nvidia earnings, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai…

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  40. Mktg_Podcast-52: Decisions, Intuition

    - Meetings, Decisions, Intuition - Apple, Steve Jobs, Mike Markkula - Daniel Kahneman, Thinking Fast and Thinking Slow - Sam's Club Grab and Go, Costco [audio mp3="https://orionx.net/wp-content/uploads/2025/05/Mktg_Podcast_052_Decisions_Intuition_20250523.mp3"][/audio] The post Mktg_Podcast-52:...

  41. Mktg_Podcast-51: Org Charts, AIAIO (SEO)

    - Three layers of org charts - Search-SEO, AI-AIO, AIAIO?! - AI vs Humans [audio mp3="https://orionx.net/wp-content/uploads/2025/05/Mktg_Podcast_051_Org-Charts_AIAIO-SEO_20250508.mp3"][/audio] The post Mktg_Podcast-51: Org Charts, AIAIO (SEO) appeared first on OrionX.net.

  42. Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28

    Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips,...

  43. Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27

    Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China. [audio...

  44. Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26

    Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy. [audio...

  45. Mktg_Podcast-50: Sustainable Success, AI vs Search

    - Be Creative !? - Complexity of success - Repeatability of success - SBUX re-success - Nvidia continuous success - AI vs. Search [audio mp3="https://orionx.net/wp-content/uploads/2025/02/Mktg_Podcast_050_Sustainable-Success_AI-vs-Search_20250225.mp3"][/audio] The post Mktg_Podcast-50…

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  46. SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25

    We have a full house with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan with a "postview" of the SC24 conference, the latest CryptoSuper500 list, a snapshot of quantum computing, and the RISC-V Summit. They also discuss Bitcoin, AI vs. HPC, HPC in the cloud, liquid cooling,...

  47. Mktg_Podcast-49: Sam Brealey on Small Business Marketing

    By popular demand, special guest Sam Brealey joins us again for a deeper discussion of marketing for the small and medium sized businesses/enterprises (SMB/SME). We also discuss the article Can I have your attention please?, by Sam Brealey and Max Stricker, originally published in WARC in…

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  48. Mktg_Podcast-48: Affiliate Marketing, Corp News

    - Red Herrings, Strawmen, Slippery Slopes - Tupperware, Nike, Starbucks - Affiliate Marketing [audio mp3="https://orionx.net/wp-content/uploads/2024/11/Mktg_Podcast_048_Affiliate-Mktg_Corp-News_20241103.mp3"][/audio] The post Mktg_Podcast-48: Affiliate Marketing, Corp News appeared first on...

  49. Mktg_Podcast-47: Thought Leadership, Nike’s New Ad, Starbucks’s New CEO

    - Thought Leadership, Celebrity Culture - Nike's new ad: just win?? - Starbucks's new CEO, digital channel - Do you need all that data article by Alastair Thomson [audio mp3="https://orionx.net/wp-content/uploads/2024/09/Mktg_Podcast_047_Nike-Ad_Starbucks-CEO_20240916.mp3"][/audio] The post...

  50. SimOps with Peter Ungaro and Burak Yenier of Simr

    Peter Ungaro, one of the most celebrated captains of the supercomputing and AI industry, formerly the CEO of Cray, SVP and General Manager of HPC, AI, Mission Critical Systems, Edge, and HP Labs at HPE, and a board member of Simr, and Burak Yenier, CEO & Co-Founder of Simr, join Shahin Khan to...

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Industry Analysis • Market Execution • Demand Generation

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