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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: - TOP500 - Bitcoin - AI - Space tech - Fusion energy [audio mp3="https://orionx.net/wp-content/uploads/2026/07/OXD038_ART-14_TOP500-BTC-AI-Space-Fusion_20260623.mp3"][/audio] The post Analyst RoundTable: TOP500, Bitcoin, AI, Space, Fusion – OXD38 appeared first on OrionX.net.

In this episode: - Massive IPOs, AI, market implications - SpaceX IPO - AI in IoT: Connectivity to Intelligence - AI coding - “No Man’s Land” and AI in management - Startups and AI-driven business models - Where to locate your data center - Crypto mining’s expansion into AI and HPC - Bitcoin treasury companies - Scientific Bitcoin Institute [audio mp3="https://orionx.net/wp-content/uploads/2026/06/OXD037_ART-13_20260519.mp3"][/audio] The post Analyst RoundTable: IPOs, AI, BTC- OXD37 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: - 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 [audio mp3="https://orionx.net/wp-content/uploads/2026/04/OXD036_ART-12_20260405.mp3"][/audio] 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. [audio mp3="https://orionx.net/wp-content/uploads/2025/06/OXD029_ART_AI-HPC-Cloud-Quantum-Crypto-Fusion_20250602.mp3"][/audio] 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. [audio mp3="https://orionx.net/wp-content/uploads/2025/04/OXD027_ART_GPUs_Quantum_Crypto_China_20250408.mp3"][/audio] 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. [audio mp3="https://orionx.net/wp-content/uploads/2024/12/OXD025_SC24-Postview_CryptoSuper500_Quantum_RISCV-Summit_20241216.mp3"][/audio] 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. [audio mp3="https://orionx.net/wp-content/uploads/2024/08/OXD024_SimOps-Simr_Peter-Ungaro_Burak-Yenier_20240818.mp3"][/audio] The post SimOps with Peter Ungaro and Burak Yenier of Simr appeared first on OrionX.net.