– This week in GPU geopolitics

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– Argonne’s nuclear reactor digital twin helps monitor, manage, train

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– US Tariffs and Technology Sector

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– AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud

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– GTC25 Quantum Day

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In what is becoming an annual tradition, we are “Live from Nvidia GTC25” AI-everywhere show. We cover everything from industry landscape to Hopper to Blackwell to Rubin and Feynman, plus silicon photonics for cluster interconnect fabric (star of the show, really), the complexity of inference for customers, low-end systems, power and cooling (did we hear 600 KW per rack?), software including cluster-level AI-workload-focused open-sourced Dynamo “OS”, and storage (the semantic kind).

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– What to expect from Intel’s new CEO

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Just before the GTC25 conference, and in the 100th episode of the full format @HPCpodcast, we welcome a very special guest, the great Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular video channel TechTechPotato to discuss the state of AI and advanced chips, new technologies and architectures, the startup scene, and top trends in semiconductor design & manufacturing. Join us!

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– TSMC $100B investment in Arizona Factories

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Dr. Handel Jones, author of the book When AI Rules the World: China, the U.S., and the Race to Control a Smart Planet, and CEO of International Business Strategies, Inc.  joins us again to discuss the geopolitics of technology. Dr. Jones was a specia; guest of this podcast in episode 48 in January 2023. Fast moving technologies matched with big changes in global politics and policy creates a potent mix. So we were delighted to have the opportunity to revisit many of the topics we covered last time and explore new topics.

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