high-performance computing
230
MENTIONS
78
EPISODES
45
PODCASTS
Search complete. 230 mentions across 78 episodes found for "high-performance computing".
Sep 12, 2026
Mark MossGUEST
And there's typically that, right? I mean, sure, we have that speculative capital that a lot of times doesn't have a return.
Mark MossGUEST
unfortunately for those people for those investors but then the market moves to more productive investments and i think that's what we're starting to see in the ai boom is it's maturing a little bit we're starting to see that we'll get into some of the job reports that came in gdp numbers that are being forecasted uh the durable uh orders that are coming through in manufacturing and so i think we're starting to see that rotation and then back to as i said the goat right is he's going into productive capital so not only is it a capital that was put into the bitcoin mining facilities but now they're also providing the HPC.
Mark MossGUEST
And I think the way that Bitcoin and HPC work together in one facility is really interesting because, you know, Bitcoin is this highly volatile, high beta asset where HPC is like this low volatility, but high performing assets.
Mark MossGUEST
So you sort of, you're able to balance those things out specifically, but even more specifically, like, Bitcoin and the Bitcoin network are what will power, it's gonna be the building blocks to build the AI.
Mark MossGUEST
And so we have this agentic, you know, Agent to agent commerce, if you will, this agentic commerce that's building right now, McKinsey says it's going to be $5 trillion by 2030.
Mark MossGUEST
So they're not abandoning Bitcoin by any means.
Mark MossGUEST
I think they have extra capacity, at least what I'm seeing.
Mark MossGUEST
Now, there are some that he didn't invest into the names I didn't mention that are making a big pivot out of Bitcoin into HPC.
Patricia MaryNARRATOR
Background.
Patricia MaryNARRATOR
At the July 13th Village Board meeting, the board heard from all sides, including members from the Historic Preservation Commission, HPC, the owner of the building, Daniel Fogel, and his lawyer, Corey Allbeck.
Patricia MaryNARRATOR
From Barclay-Dammon, LLP and HPC Chair, Kate Waterman-Kulpa.
Patricia MaryNARRATOR
Fogel was against the historic designation, saying at the meeting that his business is in its 107th year.
Patricia MaryNARRATOR
That's historical.
Patricia MaryNARRATOR
The justifications seemed to change, he told the board.
Patricia MaryNARRATOR
After a while, it became difficult to understand whether the process is really about determining if our building qualified or simply about finding another justification for the desired result.
Patricia MaryNARRATOR
One factor from the HPC's perspective of why the building should be a historical landmark is that it was the home of WUFO, the first black radio station in the area.
Max GaedtkeHOST
And in the worst case, everything collapses.
Max GaedtkeHOST
Two other hurdles that come with this, and I hope we can agree on them, is massive amount of solve time and also HPC licenses if you want to run a solver on thousands of GPUs or CPUs.
Max GaedtkeHOST
HPC licenses scale and you won't necessarily want to spend this money early on in the design exploration phase.
Max GaedtkeHOST
At NPOP, we think we can solve this due to implicit modeling.
Max GaedtkeHOST
And this is because implicit modeling, as we've heard before, is incredibly robust.
Lucille ResqueGUEST
They don't have a governing body on top of them, telling them what they can do.
Lucille ResqueGUEST
And the main thing they're looking for is obviously reducing the cost of HPC simulation, right? It's a lot, it's a big line item in their budgets, but actually how can they obviously increase unit sales and that all goes down to range, right? And drag reduction.
Lucille ResqueGUEST
And that's for your average major OEM, that's the main goal.
Lucille ResqueGUEST
And in our engagements with these OEMs, we've been delivering predictions within 5% of the full CFD.
Corey JohnsonHOST
So the way
Michael ManiscalcoGUEST
I look at that is you've seen a lot of the Bitcoin miners go through this transition from becoming Bitcoin miners to HPC.
Corey JohnsonHOST
Exactly.
Corey JohnsonHOST
Let me paraphrase this.
Bryce McNallieHOST
numbers that stood out for us.
Bryce McNallieHOST
So you talk about their exposure to AI HPC through white fiber.
Bryce McNallieHOST
We've been reporting a 70% stake.
Bryce McNallieHOST
In this new deck, they now come out with 60%.
31 MINS LATER
Anthony PowerHOST
A number of examples of that, and we've called them out on the podcast as we see them.
Anthony PowerHOST
So there's a lot of foot out there.
Anthony PowerHOST
Paul's coming on CNBC and just sort of like, you know, explaining some of the reality instead of, you know, the hyper that's coming out from a lot of coverage in terms of people that aren't happy with the way things are going in this sort of like HPC AI world at the moment.
Bryce McNallieHOST
Well, and we just covered that pilot program with HUD-8 payment in lieu of taxes.
David HalabuGUEST
Yeah, no problem.
David HalabuGUEST
We were a mining company, but we're focused similar to a lot of the other companies in the space on, uh, finding powered land and developing HPC AI data center sites.
Jeff CohnHOST
Okay.
Jeff CohnHOST
And then as the business stands right now, are, are you doing mining at all?
Frank HolmesGUEST
Uh, there's long lead times.
Frank HolmesGUEST
Uh, and, and so the f- still the fastest way for the HPC build-out, and they call AI factories by Nvidia, is to go through Bitcoin operations because you already have the substation, and you already have the electrical grid and the contracts and the land, and it's much faster, the permitting process.
Frank HolmesGUEST
So I don't see that slowing down and, and I see the real deep value still is, is in some of these plays, uh, that are Bitcoin miners.
NicoHOST
Absolutely.
27 MINS LATER
NicoHOST
Uh, I love it.
NicoHOST
And, uh, obviously, they, they, uh...
NicoHOST
Frank, if my numbers are correctly, Hive represents 3% of the global Bitcoin hash rate, massive Bitcoin miner, and also the AI HPC business as well.
NicoHOST
That's what I mean when I'm talking about the dual engines that are constantly buzzing.
JasonPANELIST
Like, it seems like they're very okay with just being kind of like that— neutral liquidity layer for everything and then just letting people build shit on top of it.
JasonPANELIST
Uh, but I don't know, maybe, maybe HPC, like the hyperliquid policy center has something like around that.
JasonPANELIST
Maybe they're, they'll do something with like spin off like a, an entity, like a more centralized entity to, to do things.
JasonPANELIST
I don't know.
Mason HerbelGUEST
you need to buy things and host them locally, either in a co-location or get a good tier one circuit piped into your building and build a room with an extra split unit in there for air conditioning when something is going to cost, I don't know, my threshold's like, $10,000 a month.
Mason HerbelGUEST
If you're already spending $10,000 a month on cloud services, you could probably buy a $200,000 or $300,000 HPC, high-performance compute system from Dell, Lenovo, or Cisco, and amortize that over three years, lease it, whatever, and be in the black, making a return on that investment.
Mason HerbelGUEST
But when it comes to the Azure AD Entra project specifically, They had a bunch of old Dell T320s or whatever they were, all running Windows Server 2012.
Mason HerbelGUEST
And the options were, do we do that CapEx of $30,000 or $40,000, get a bunch of servers, buy all the device CALs, user CALs, whatever, Or do we take the three softwares that run, which was like a licensing server for their GIS program, a backup script for their cloud storage, because they had already migrated everything from SMB to something called Lucid Blank.
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