
HPC News Bytes – 20250714
- 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] The post HPC News Bytes – 20250714 appeared first on OrionX.net.
@HPCpodcast with Shahin Khan and Doug Black
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Show Notes

– 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!

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The post HPC News Bytes – 20250714 appeared first on OrionX.net.