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Big Ideas. Simplified. Join the OrionX team and guests in lively discussions of trends and products that can impact your investment decisions and change the technology options you consider.

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Subscribe: iTunes Spotify YouTubeAnalyst 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

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The post Analyst RoundTable: TOP500, Bitcoin, AI, Space, Fusion – OXD38 appeared first on OrionX.net.

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Subscribe: iTunes Spotify YouTubeAnalyst 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:
– Massive IPOs, AI, market implications
– Valuations and market sentiment
– SpaceX IPO
– AI in IoT: Connectivity to Intelligence
– AI-driven cybersecurity issues
– AI tools adoption and risks
– 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 regulatory developments
– Bitcoin treasury companies
– Scientific Bitcoin Institute

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The post Analyst RoundTable: IPOs, AI, BTC- OXD37 appeared first on OrionX.net.

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Subscribe: iTunes Spotify YouTubeAnalyst 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 Bitcoin Institute (BSI)
– War-time Supply Chain
– Memory shortage
– ASML Backlog, SK Hynix order

OrionX Editorial TeamThe OrionX editorial team manages the content on this website.

The post Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36 appeared first on OrionX.net.

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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 (SBI)
– Bitcoin update
– AI Agents, OpenClaw
– Emergent abilities in AI
– Memory shortage
– Super Bowl ads, Sports tech
– Social Media Bans

OrionX Editorial TeamThe OrionX editorial team manages the content on this website.

The post Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35 appeared first on OrionX.net.

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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
– Supercomputing 25 Conference (SC25)
– TOP500, European Supercomputing
– Q2B Conference, Quantum computing modalities
– RISC-V in Servers

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The post Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34 appeared first on OrionX.net.

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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 overbuilding?
– New Exascale DOE Supercomputers
– Data FLow Architecture, Reconfigurable Architecture
– AI-RAN, GPUs on Telephone Poles
– 15th CryptoSuper500 report, Bitcoin Price Drop, ZCash, Monero
– Quantum Advantage claims

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The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33 appeared first on OrionX.net.

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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 report on AI project failures
– Will AI stampede continue?
– MIT Quantum Index report
– Bitcoin blockchain and bitcoin wallets have different exposure to quantum computing threat
– Bitcoin fund flow evolution
– What’s up with the U.S. taking equity stake in Intel?
– Hot Chips conference: why is Rapidus making such rapid progress?
– Grid Computing redux: campus grid becomes “scale across”

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The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32 appeared first on OrionX.net.

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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:
– What AI Agent Swarm Coding is like
– Bitcoin Treasury Companies
– U.S. AI Action Plan
– Power Generation, Nuclear Energy
– Sovereign AI

OrionX Editorial TeamThe OrionX editorial team manages the content on this website.

The post Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31 appeared first on OrionX.net.

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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, PCIe, UCE, Bitcoin, TOP500. Also introducing a new feature: “Lightning Round” which touches on megatrends that were not already covered, in this case: IoT, 5G, HPC, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum Computing, and Nuclear Energy.

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The post Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30 appeared first on OrionX.net.

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Analyst roundtable covering AI, HPC, Cloud, Quantum, Crypto, Fusion with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan.

In this episode: Dessert vs Forest company culture, Nvidia, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legislation, Bitcoin Lock Protocol, Fusion Energy, Liquid Carbon, Steve’s CryptoSuper Mining Report.

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The post Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29 appeared first on OrionX.net.

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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, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation.

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The post Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28 appeared first on OrionX.net.

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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.

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The post Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27 appeared first on OrionX.net.

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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.

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The post Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26 appeared first on OrionX.net.

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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, InfraTech, Interconnects, Optical Computing, OpenMP, PCIe, CXL, GPUs, CPUs, and energy efficiency and ESG.

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The post SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25 appeared first on OrionX.net.

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The “big idea” in this episode is SimOps, an important shift in the industry. Three of the so-called “magnificent seven” (most valuable companies in the world) are already practitioners of SimOps and have helped shape the products that support it.

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 discuss this emerging trend.

Just as DevOps helps traditional software development/deployment become more automated, productive, scalable, and much else, SimOps does the same for the digital workflow and dataflow associated with product engineering and scientific discovery. Whether you are designing golf clubs or smart goggles, a bridge, cars, planes, medical devices, or medicines simulation is the norm and defines the whole process. It will become even more important with the advent of Digital twins, which need to be realistic, which means they need to be built with more math, physics, chemistry, etc.

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The post SimOps with Peter Ungaro and Burak Yenier of Simr appeared first on OrionX.net.

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Bitcoin ETF and Bitcoin halving have fueled renewed excitement in the cryptocurrency world and it is time to catch up with the state of the market again. Dr. Stephen Perrenod joins Shahin Khan to go over the latest hot topics: Wall Street entering the Bitcoin market with about a dozen Bitcoin Exchange Traded Funds (ETF), the upcoming halving of newly minted Bitcoins, and the state of Central Bank Digital Currencies (CBDC).

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The post Bitcoin ETF, Bitcoin Halving, CBDCs – OrionX Download Podcast appeared first on OrionX.net.

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Why is technopolitics a good lens? Technology has always had a big impact on geopolitics and global competitiveness. What's special now?

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The post Technopolitics, a Technology Lens to Guide Policy – OrionX Download Podcast appeared first on OrionX.net.

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Adrian Cockcroft, Stephen Perrenod, and Shahin Khan get together in a free-flowing coffee-shop style discussion of future system architecture in supercomputing.

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The post OrionX Download Podcast: Future System Architecture appeared first on OrionX.net.

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The crypto winter arrived but a lot continues to happen in the cryptocurrency industry. Stephen and Shahin cover the current state of things, from some of the causes of significant failures, to Bitcoin's recent rise, new developments in Central Bank Digital Currencies (CBDC), and self-sovereign identity (SSI) and Soul-Bound Tokens (SBT).

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The post OrionX Download Podcast: Crypto Winter, SBT, CBDC appeared first on OrionX.net.

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The OrionX Download podcast is back with a new episode on the latest in Fintech and Crypto with Shahin Khan and Stephen Perrenod. From Stephen's newly released CryptoSuper500 report to the latest on CBDCs, NFTs, DeFi, and regulations, the team offers the same realistic perspective and analysis that have made previous episodes so popular.

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The post OrionX Download Podcast: Fintech Update, CryptoSuper500, CBDC, NFT, DeFi, Regulations appeared first on OrionX.net.

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This episode covers Wordle (recorded before it got acquired), marketing rants on Twitter, Peloton, Competitive Advantage, TikTok, and why CMOs, like CIOs, are like radioactive material!

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Big Ideas in Tech with OrionX.net Research team and guests.

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Doug Black and Shahin Khan are joined by Hyperion Research CEO Earl Joseph to discuss Hyperion's market findings. Topics include traditional HPC, AI, Cloud, the impact of Covid, industry and global...

Big Ideas in Tech with OrionX.net Research team and guests.

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In episode 9 of the @HPCPodcast, we cover the recent wave of news about quantum computing: melding of quantum & classical computing, error correction, financial & investment announcements,...

Big Ideas in Tech with OrionX.net Research team and guests.

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After SC21, Patrick Kennedy of Serve the Home online publication got quite the scoop when he met with Intel's Raja Koduri to discuss Zettascale projections and plans, stipulating a 2027 timeframe. Is...

Big Ideas in Tech with OrionX.net Research team and guests.

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We discuss how global competition around advanced technologies has turned geo-politics into "techno-politics" and techno-nationalism, and a recently published academic paper Chip Geopolitics: If...

Big Ideas in Tech with OrionX.net Research team and guests.

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From COVID to Climate Change, Edge to Exascale, and AI to Autonomy, 2021 was an impactful year for HPC and Supercomputing, leading some of the most notable global technology advances and some of the...

Big Ideas in Tech with OrionX.net Research team and guests.

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Special guest Bob Sornesen of Hyperion Research joins the crew to share the results of his international study to track down the size of the Quantum Computing market. Bob unveiled these results at...

Big Ideas in Tech with OrionX.net Research team and guests.

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Composable Disaggregated Infrastructure (CDI) is emerging as good way to pool, share, and flex resources to increase utilization. We discuss what makes CDI effective as we touch on the status of the...

Big Ideas in Tech with OrionX.net Research team and guests.

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Shahin Khan and Doug Black discuss the Metaverse, its consumer and industrial uses, competition for data, avatars and more realistic digital twins, commerce in the metaverse, and why so many parts of...

Big Ideas in Tech with OrionX.net Research team and guests.