– China’s access to H200 GPUs

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– Nvidia Groq $20B deal

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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:

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– High Frequency Trading race to save nanoseconds

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– Nvidia H200 exports to China

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– Marvell in AI, Celestial AI

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– CRN’s Top 10 Semiconductor Companies of 2025

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– SC25 quick takes

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SC25 showed continued strength of the HPC community with about 16,500 attendees, 560 exhibitors, and the usual fastest network, SCinet, this time with a pack bandwith of 13.7 TBytes/s. And as usual, the latest edition of the TOP500 list was released on Monday. Not a lot of changes in the TOP10 this time, but several noteworthy developments, including the first officially rated exaflop system in Europe at the Julich Supercomputer Center.

Join Shahin and Doug as they analyze and discuss the new TOP500 list. They go over HPL, HPL-MxP, HPCG, Green500, geographical distribution, vendor distribution, and other observations.

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– Chip Restrictions in China

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