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:
- GTC postview
- Nemotron vs Nematron
- OpenClaw, Instar.sh
- Social Media in Court
- Modeling BTC Bubbles
- Scientific Bitcoin Institute (BSI)
- War-time Supply Chain
- Memory shortage
- ASML Backlog, SK Hynix order

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The post Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36 appeared first on OrionX.net.

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:
- Scientific Bitcoin Institute (BSI)
- Bitcoin update
- AI Agents, OpenClaw
- Emergent abilities in AI
- Memory shortage
- Super Bowl ads, Sports tech
- Social Media Bans

[audio mp3="https://orionx.net/wp-content/uploads/2026/02/OXD035_ART-11_20260219.mp3"][/audio]

The post Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35 appeared first on OrionX.net.

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:
- Agent swarm coding, update
- AI bubble?
- Australia social media ban
- Modelling Bitcoin bubbles and volatility
- Supercomputing 25 Conference (SC25), TOP500
- European Supercomputing,
- Q2B Conference, Quantum computing modalities
- RISC-V in Servers

[audio mp3="https://orionx.net/wp-content/uploads/2025/12/OXD034_ART-10_20251228.mp3"][/audio]

The post Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34 appeared first on OrionX.net.

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:
- Agent Swarm Coding, "AI-Aided Coding"?
- AI circular funding or flywheel
- Data Center build-out complexities, and overbuilding?
- New Exascale DOE Supercomputers
- Data FLow Architecture, Reconfigurable Architecture
- AI-RAN, GPUs on Telephone Poles
- 15th CryptoSuper500 report, Bitcoin Price Drop, ZCash, Monero
- Quantum Advantage claims

[audio mp3="https://orionx.net/wp-content/uploads/2025/11/OXD033_ART-9_20251115.mp3"][/audio]

The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33 appeared first on OrionX.net.

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:
- Early views on impact of AI Agent Swarm Coding on staffing, org structure, roll out
- Stanford AI Index report
- MIT report on AI project failures
- Will AI stampede continue?
- MIT Quantum Index report
- Bitcoin blockchain and bitcoin wallets have different exposure to quantum computing threat
- Bitcoin fund flow evolution
- What's up with the U.S. taking equity stake in Intel?
- Hot Chips conference: why is Rapidus making such rapid progress?
- Grid Computing redux: campus grid becomes "scale across"

[audio mp3="https://orionx.net/wp-content/uploads/2025/09/OXD032_ART-8_20250907.mp3"][/audio]

The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32 appeared first on OrionX.net.

In this episode:
- What AI Agent Swarm Coding is like
- Bitcoin Treasury Companies
- U.S. AI Action Plan
- Power Generation, Nuclear Energy
- Sovereign AI

[audio mp3="https://orionx.net/wp-content/uploads/2025/08/OXD031_ART-7_20250812.mp3"][/audio]

The post Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31 appeared first on OrionX.net.

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: AI Agent Swarm Coding, IoT, Bitcoin, HPC, TOP500, PCIe, UCE, 5G, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum Computing, Nuclear Energy

[audio mp3="https://orionx.net/wp-content/uploads/2025/07/OXD030_ART-6_20250708.mp3"][/audio]

The post Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30 appeared first on OrionX.net.

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering AI, HPC, Cloud, Quantum, Crypto, Fusion.

In this episode: Dessert vs Forest company culture, Nvidia earnings, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legislation, Bitcoin Lock Protocol, Fusion Energy, Liquid Carbon, Steve's CryptoSuper Mining Report.

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The post Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29 appeared first on OrionX.net.

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation.

[audio mp3="https://orionx.net/wp-content/uploads/2025/04/OXD028_ART_Tariffs_AI-Chips_BTC-Reserve_AI-Pricing_DC-Carbon_20250428.mp3"][/audio]

The post Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28 appeared first on OrionX.net.

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China.

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The post Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27 appeared first on OrionX.net.

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy.

[audio mp3="https://orionx.net/wp-content/uploads/2025/03/OXD026_AR_Chips-AI-Search-Quantum-Bitcoin-Fusion_20250310.mp3"][/audio]

The post Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26 appeared first on OrionX.net.

We have a full house with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan with a "postview" of the SC24 conference, the latest CryptoSuper500 list, a snapshot of quantum computing, and the RISC-V Summit. They also discuss Bitcoin, AI vs. HPC, HPC in the cloud, liquid cooling, InfraTech, Interconnects, Optical Computing, OpenMP, PCIe, CXL, GPUs, CPUs, and energy efficiency and ESG.

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The post SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25 appeared first on OrionX.net.

Peter Ungaro, one of the most celebrated captains of the supercomputing and AI industry, formerly the CEO of Cray, SVP and General Manager of HPC, AI, Mission Critical Systems, Edge, and HP Labs at HPE,  and a board member of Simr, and Burak Yenier, CEO & Co-Founder of Simr, join Shahin Khan to discuss SimOps, an important shift in the industry and a parallel to DevOps but for digital product design and scientific discovery.

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The post SimOps with Peter Ungaro and Burak Yenier of Simr appeared first on OrionX.net.

Bitcoin ETF and Bitcoin halving have fueled renewed excitement in the cryptocurrency world and it is time to catch up with the state of the market again. Dr. Stephen Perrenod joins Shahin Khan to go over the latest hot topics: Wall Street entering the Bitcoin market with about a dozen Bitcoin Exchange Traded Funds (ETF), the upcoming halving of newly minted Bitcoins, and the state of Central Bank Digital Currencies (CBDC).

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The post Bitcoin ETF, Bitcoin Halving, CBDCs – OrionX Download Podcast appeared first on OrionX.net.

Why is technopolitics a good lens? Technology has always had a big impact on geopolitics and global competitiveness. What's special now?

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The post Technopolitics, a Technology Lens to Guide Policy – OrionX Download Podcast appeared first on OrionX.net.

Adrian Cockcroft, Stephen Perrenod, and Shahin Khan get together in a free-flowing coffee-shop style discussion of future system architecture in supercomputing.

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The post OrionX Download Podcast: Future System Architecture appeared first on OrionX.net.

The crypto winter arrived but a lot continues to happen in the cryptocurrency industry.  Stephen and Shahin cover the current state of things, from some of the causes of significant failures, to Bitcoin's recent rise, new developments in Central Bank Digital Currencies (CBDC), and self-sovereign identity (SSI) and Soul-Bound Tokens (SBT).

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The post OrionX Download Podcast: Crypto Winter, SBT, CBDC appeared first on OrionX.net.

The OrionX Download podcast is back with a new episode on the latest in Fintech and Crypto with Shahin Khan and Stephen Perrenod. From Stephen's newly released CryptoSuper500 report to the latest on CBDCs, NFTs, DeFi, and regulations, the team offers the same realistic perspective and analysis that have made previous episodes so popular.

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The post OrionX Download Podcast: Fintech Update, CryptoSuper500, CBDC, NFT, DeFi, Regulations appeared first on OrionX.net.

Which coins actually use the "Proof of Work" algorithms, the "mining" process, and how do they rank? Why CBDCs, why not just stablecoins? What are NFTs, what is real? Stephen Perrenod and Shahin Khan discuss these topics and a few more FUD items left-over from the last podcast. Join in!

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The post Crypto Mining Rankings, NFT, CBDC appeared first on OrionX.net.

TOP500 at SC21 was highly anticipated but failed to ignite. Rumored high-end systems opted not to play while entering the conversation anyway.  However, the list is about more than the TOP10 or whether there are systems that should be there and those that should not. Looking at the whole list, we saw a few surprises.

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The post @HPCpodcast-2: TOP500 at SC21 appeared first on OrionX.net.

Welcome to the @HPCpodcast where Shahin Khan and Doug Black discuss supercomputing technologies and the applications, markets, and policies that shape them. In this inaugural episode we cover HPC and AI chips and accelerators, startups, and unicorns, topics that are sure to reappear frequently.

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The post @HPCpodcast-1: HPC and AI Chips and Accelerators appeared first on OrionX.net.

There is recurring "Fear, Uncertainty, and Doubt" leveled at Bitcoin and cryptocurrencies in general. Steve Perrenod and Shahin Khan go over the list to demystify. On the menu: intrinsic value, energy usage, slow transactions, China, etc.

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The post Cryptocurrency FUD, Fact or Fiction? appeared first on OrionX.net.

What's behind Bitcoin's recent price hike? Shahin Khan and Steve Perrenod look at the Cryptocurrency market and its history over the past decade. They run through and explain the major new concepts that were introduced and take stock of their progress.

[audio mp3="http://orionx.net/wp-content/uploads/2020/12/OXD016_Crypto-State-of-Market-History-20201228.mp3"][/audio]

The post Cryptocurrency State of the Market and Short History appeared first on OrionX.net.

In this era of "Too Much Data", it is imperative to understand and have a plan for Edge Computing. We discuss it all with Bill Walker, CTO of Edge Computing pioneer Tensor Networks.

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The post Edge Computing, with Tensor Networks CTO appeared first on OrionX.net.

Mark Himelstein, CTO of RISC-V joins us to discuss what we think will be a very important part of the information technology landscape. RISC-V has cracked the code on taking an open source community approach to chip design. We can expect to see it everywhere from embedded IoT, to communication fabrics, storage, AI, HPC, accelerators, and more.

[audio mp3="http://orionx.net/wp-content/uploads/2020/08/OXD014_RISC-V_20200831.mp3"][/audio]

The post RISC-V CTO on Open Source Chips and Use Cases appeared first on OrionX.net.

Probably one of the best discussions anywhere about what 5G is and why it is a big deal. Shahin Khan and guest Walt Maclay, president of Voler Systems go over what 5G technology promises: speed, low latency, high density in terms of number of devices per square kilometer, better precision for positioning and location tracking, low power, high coverage, and significant back-end efficiencies, including new classes of services.

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The post What is 5G and Why is it a Big Deal? appeared first on OrionX.net.

Digital technologies are disrupting the financial services industry in many small and big ways and companies starting to look like banks. Nikolaj Vestorp, co-founder of MarketKoin and the OrionX team discuss what is changing in financial markets. MarketKoin started in Indonesia which gives it a truly global perspective.

[audio mp3="http://orionx.net/wp-content/uploads/2020/02/OXD012_Internet-of-Value-Crypto-Exchange-Blockchain.mp3"][/audio]

The post Crypto Exchange and Internet of Value appeared first on OrionX.net.

Special guest Dr. Max Henderson of Rigetti Computing joins the OrionX analyst team to discuss the short- and mid-term outlook for the intersection of AI and quantum computing and how it may affect businesses.

[audio mp3="http://orionx.net/wp-content/uploads/2020/02/OXD011_Quantum-Machine-Learning-AI.mp3"][/audio]

The post Quantum Machine Learning (QML) appeared first on OrionX.net.

The OrionX Research team is back with Stephen, Shahin, and Dan going over the state of the market in Cryptocurrency, Blockchain, and Quantum Computing. The OrionX TeamOrionX is a team of industry analysts, marketing executives, and demand generation experts. With a stellar reputation in Silicon Valley, OrionX is known for its trusted counsel, command of […]

The post State of the Market: Crypto/Blockchain, Quantum Computing appeared first on OrionX.net.

Shahin and Dan review some of the most important technology advances out there, as seen at the SC17 conference. They discuss changes to the TOP500, New server chips (POWER and ARM), Liquid Cooling, and Quantum Computing. Also discussed: Y2Q, Quantum Supremacy, and Quantum-Safe cryptography. The OrionX TeamOrionX is a team of industry analysts, marketing executives, […]

The post SC17 A Postview of the Supercomputing-17 Conference appeared first on OrionX.net.

Brian Hellman from LINBIT joins as the guest of Dan Olds and Shahin Khan to discuss our recent blog and research paper, The Cost of Data Loss and How to Avoid It. The research goes beyond traditional “outage” of resources and lookins at the value of the data that you are not collecting when there […]

The post Cost of Data and How to Avoid Data Loss appeared first on OrionX.net.

Co-hosts Dan Olds and Shahin Khan review the results of a recent “Artificial Intelligence, Machine Learning, and Deep Learning” survey that OrionX conducted with over 300 high tech, industrial and commercial companies. See the data and find out how these trends may impact organizations’ AI strategies. The OrionX TeamOrionX is a team of industry analysts, […]

The post Artificial Intelligence Customer Sentiment – OrionX Industry Survey appeared first on OrionX.net.

Stephen Perrenod joins Shahin and Dan to make sense of Cryptocurrency/Blockchain/Bitcoin. They complete the discussion of a transaction’s journey, which they started in the last episode, and answer the common question: “can I separate Blockchain from Bitcoin?” This is the 3rd and final episode of a series that focuses on a deeper discussion of the […]

The post Cryptocurrencies, Blockchain, and Bitcoin, part 3 appeared first on OrionX.net.

We go through a transaction’s journey, explaining hash functions and public key cryptography along the way. The OrionX TeamOrionX is a team of industry analysts, marketing executives, and demand generation experts. With a stellar reputation in Silicon Valley, OrionX is known for its trusted counsel, command of market forces, technical depth, and original content. www.OrionX.net

The post Cryptocurrencies, Blockchain, and Bitcoin, part 2 appeared first on OrionX.net.

Stephen Perrenod joins Shahin and Dan to make sense of Cryptocurrency/Blockchain/Bitcoin. In this first installment, they start at the beginning: the original Satoshi Nakamoto paper that started it all.

[audio mp3="http://orionx.net/wp-content/uploads/2017/08/A004-Cryptocurrencies-BlockChain-and-BitCoin-part-1-1.mp3"][/audio]

The post Cryptocurrencies, Blockchain, and Bitcoin, part 1 appeared first on OrionX.net.

Dan and Shahin revisit the high end of the networking market, discuss what’s new, how HPI technologies stack up, and unveil the OrionX rankings of key technologies based on market, customer, and product attributes. Four OrionX research papers on this topic are available here.

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The post What is new in the High Performance Interconnect (HPI) market? appeared first on OrionX.net.

David Simmons of Oracle and Peter ffoulkes of OrionX are Dan’s guests as they discuss Oracle’s strategy for Cloud in Enterprise IT. Dan Olds and Peter ffoulkes discuss the OrionX blog that instigated this episode.

[audio mp3="http://orionx.net/wp-content/uploads/2017/08/A002-Does-Oracle-have-the-right-Cloud-Strategy.mp3"][/audio]

The post Does Oracle have the right Cloud Strategy? appeared first on OrionX.net.

In this inaugural podcast, co-hosts Dan Olds and Shahin Khan review the results of a recent "Enterprise HPC" data center survey that OrionX conducted with over 150 high tech, industrial and commercial companies. See the data and find out how these trends may impact organizations' data center strategies.

[audio mp3="http://orionx.net/wp-content/uploads/2017/08/A001-Enterprise-HPC-Industry-Survey.mp3"][/audio]

The post Enterprise-HPC Industry Survey appeared first on OrionX.net.