<img data-tf-not-load="1" width="1600" height="900" src="https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i.png" class="attachment-full size-full wp-post-image" alt="@HPCpodcast and HPC News Bytes image" decoding="async" srcset="https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i.png 1600w, https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i-300x169.png 300w, https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i-1024x576.png 1024w, https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i-150x84.png 150w, https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i-768x432.png 768w, https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i-1536x864.png 1536w, https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i-1024x576-888x500.png 888w, https://orionx.net/wp-content/uploads/2022/02/@HPCpodcast_blog-image_photos-b-1600i-1024x576-444x250.png 444w" sizes="(max-width: 1600px) 100vw, 1600px" />– 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!
<div class="tf_lazy tf_audio_lazy tf_w tf_rel tf_box" data-playtitle="Play/Pause" data-next="Next" data-prev="Previous" data-timeslider="Time Slider"><audio data-lazy="1" data-lazy="1" class="wp-audio-shortcode" id="audio-86244-48" preload="none" style="width: 100%;" controls="controls"><source type="audio/mpeg" src="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250714.mp3?_=48" /></audio></div>
 
The post <a href="https://orionx.net/2025/07/hpc-news-bytes-20250714/">HPC News Bytes – 20250714</a> appeared first on <a href="https://orionx.net">OrionX.net</a>.

– 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! The post HPC News Bytes – 20250714 appeared first on 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!

&nbsp;
The post <a href="https://orionx.net/2025/07/hpc-news-bytes-20250714/" rel="noopener noreferrer">HPC News Bytes – 20250714</a> appeared first on <a href="https://orionx.net" rel="noopener noreferrer">OrionX.net</a>.

HPC News Bytes – 20250714

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HPC News Bytes – 20250714

HPC News Bytes – 20250714