HPC News Bytes – 20250714

@HPCpodcast with Shahin Khan and Doug Black
14/07/2025
HPC News Bytes – 20250714

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Episode Synopsis


- 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!
[audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250714.mp3"][/audio]
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