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high-performance computing

high-performance computing

Search complete. 269 mentions across 89 episodes found for "high-performance computing".

Oct 29, 2026

DavidHOST
7:42
Now we'll come back to this, but first we'll look at Hypertech.
DavidHOST
7:45
So Hypertech, a Canadian company, its Canadian-built hardware cluster underpins Buzz's HPC's cloud for Cohere.
DavidHOST
7:52
Hypertech remains 5C's largest shareholder.
DavidHOST
7:54
So 5C is a company over here.
Cameron BaharGUEST
3:21
And then do your deep neural network to train the LLM.
Cameron BaharGUEST
3:24
So the main architectural issue is how do you do that without it being a science experiment? And people have been leveraging traditional HPC storage systems that were used in government labs.
Cameron BaharGUEST
3:37
Lustre comes to mind.
Cameron BaharGUEST
3:39
It's 25 years old.
Cameron BaharGUEST
7:10
And so getting separate things over separation of metadata from data and being able to scale those independently, having parallel access to data using standard protocols.
Cameron BaharGUEST
7:21
Lots of people are inventing custom protocols and custom clients.
Cameron BaharGUEST
7:25
And while that's great for HPC in the enterprise and in AI factories, people need standard and The open systems have flourished with standards.
Cameron BaharGUEST
7:35
This is not any different.
Anthony PomplianoHOST
3:21
And so that's first and foremost is if you look at hash rate, hash rate is back to almost all time highs.
Anthony PomplianoHOST
3:27
which is fascinating because the Bitcoin miners, many of them started to transition to become HPC or AI data centers.
Anthony PomplianoHOST
3:35
So you took a bunch of the large players and basically took them offline, but hash rate is coming back and almost back to all time highs.
Anthony PomplianoHOST
3:42
My friend, Will Clemente pointed that out.
Anthony PomplianoHOST
7:57
Well, I think that anytime you have change in a market, there's always volatility.
Anthony PomplianoHOST
8:02
Volatility can work in both directions.
Anthony PomplianoHOST
8:04
Now, one of the questions that people have had historically is, is AI sucking the air out of the room and capital is rotating towards AI and it's moving away from the Bitcoin market? Now, I definitely think that there's been a lot of capital rotation, specifically mentioned, you know, the miners moving to HPC, things like that.
Anthony PomplianoHOST
8:24
in my own investing.
Eric JacksonGUEST
2:11
And so there's been a lot of volatility and, you know, obviously in the last month, but even before that.
Eric JacksonGUEST
2:19
And it's not unique to either the miners or the HPC companies or, you know, AI in general right now.
Eric JacksonGUEST
2:27
I think you have to be prepared for the fact that there's just like constant bouts of, you know, fear, greed, self-doubt as these things move along.
Eric JacksonGUEST
2:38
I mean, it's not that long ago that we all experienced the deep seek kind of, you know, craze, right? And then it gripped us and gripped the markets, huge sell-offs.
Jean-Marie MognettiGUEST
15:17
Exactly, yes.
Jean-Marie MognettiGUEST
15:18
Because today, if you look at the entire narrative of this year, people were in gold in Q4 last year, and then they moved to oil with the conflict, and now they're moving back to AI and HPC in Q3.
Jean-Marie MognettiGUEST
15:33
How do you keep up? And so it keeps moving all the time.
Jean-Marie MognettiGUEST
15:36
And if you look at the speed of rotation happening right now, it has never been that brutal.
Jean-Marie MognettiGUEST
15:17
Exactly, yes.
Jean-Marie MognettiGUEST
15:18
Because today, if you look at the entire narrative of this year, people were in gold in Q4 last year, and then they moved to oil with the conflict, and now they're moving back to AI and HPC in Q3.
Jean-Marie MognettiGUEST
15:33
How do you keep up? And so it keeps moving all the time.
Jean-Marie MognettiGUEST
15:36
And if you look at the speed of rotation happening right now, it has never been that brutal.
Anthony PowerHOST
11:04
We're going to get some companies next week issuing their numbers and two that stand out straight away are Core Scientific and Iron.
Anthony PowerHOST
11:13
Both of those will have significant revenues for HPC.
Anthony PowerHOST
11:17
Remember, that's the key thing.
Anthony PowerHOST
11:18
A lot of these companies are still going to be issuing either their Bitcoin mining revenues or in some instances, pretty much zero revenues because they've probably switched off the mining machines in anticipation of moving across to HPC and the HPC revenues are actually coming through yet so there'll be some companies with very very low revenues and it's just you know what does the market do the market knows that it's going to see revenues in the future but it's just not giving any credibility in this last four months we've seen this drop now you know a lot of companies were probably getting you know A lot of companies were getting the market to price accordingly for what contracts they potentially could sign.
Anthony PowerHOST
12:01
But I think that's gone by the wayside now with all the uncertainty and and all the macroeconomics and all the fact that data centers across Republican and democrat states are having issues in terms of like you know local communities not falling in line and and and and wanting these day centers in their back gardens um and that's been been a bit of an issue but um Galaxy News yesterday came as a really good spike to the market and today you can see share price up 7%.
Anthony PowerHOST
12:35
Also had a price in target from Canty yesterday at $30, so edging its way up to there.

7 MINS LATER

Anthony PowerHOST
19:26
They tick both boxes there.
Anthony PowerHOST
19:29
That's going to bring in $100 million a month in revenue at the moment, that sheer volume that they are on at the moment there.
Patrick NormanGUEST
1:06
I came here in 2016 after an announcement for a replacement of the professorship in my field.
Patrick NormanGUEST
1:17
At that point I'd been working at Linköping University for a number of years and my engagement was partly in HPC, that we're going to talk about today to a large extent, but also in software development.
Patrick NormanGUEST
1:33
Within this,
Apostolos VasileiadisHOST
1:35
through your days in Linköping and here, can you describe the Swedish HPC ecosystem in a nutshell?
Patrick NormanGUEST
1:43
Yeah, I've been involved in that ever since I started as a PhD student, more or less.
Patrick NormanGUEST
1:48
So that's now some 30 years.
Patrick NormanGUEST
2:14
And from my perspective in Linköping, I felt that KTH had more of an international profile and then they had an ambition to go more to large scale, massive parallel computing, whereas Linköping had more of a close user interaction based activities.
Patrick NormanGUEST
2:34
Then I moved to KTH and I found that very stimulating because then I could also take steps in that direction and make my research more going in the direction towards massive parallel computing.
Tasia MalakasisGUEST
2:53
So they were successful in that research project and then made the decision to invest in building a commercial infrastructure with this network.
Tasia MalakasisGUEST
3:02
So they built that out, continued to work with a quantum startup called Cubatech, and built the first commercially available quantum network that was launched roughly four years ago so all of a sudden chattanooga the mid-sized southern city is in the quantum space the piece of this i think that is really critical and needs to be noted is that this network is not a research tool they made it commercially available meaning you don't have to go to a national lab or a university in order to access this if you're a business that's trying to work on whether that's cyber security or secure communications or testing on how qubits are traveling across the network you can come to chattanooga and that's exactly what's been happening for the past four years last year in addition to the network epb partnered with ionq which is a trapped ion quantum computing company and they purchased the enterprise forte quantum computer So now we have in Chattanooga a commercially available quantum network co-located with a commercially available quantum computer and also co-located with HPC.
Tasia MalakasisGUEST
4:09
So a supercomputer really on loan from Oak Ridge National Lab.
Tasia MalakasisGUEST
4:13
So this environment exists in Chattanooga that again, the emphasis is on how do we turn this research into commercially viable infrastructure that supports the growth of that for companies and enterprises.
Anthony PowerHOST
5:09
But, you know, generally a lot of companies out there were using containers, you know, put, put in machines in containers, switching them on and then letting them earn Bitcoin, uh, 24 seven.
Anthony PowerHOST
5:20
Uh, HPC is an entirely different type of infrastructure and a very expensive infrastructure.
Anthony PowerHOST
5:28
I remember hearing a couple of years ago when they said it's going to be at least 10 times the cost.
Anthony PowerHOST
5:33
I'm thinking it's probably closer to 20 times the cost of a Bitcoin mining facility when you look at the infrastructure costs that we're seeing at the moment.
Bryce McNallieHOST
10:37
A number of companies now starting their journey up that curve.
Bryce McNallieHOST
10:42
One quick follow up from yesterday, Anthony, we talked about meta.
Bryce McNallieHOST
10:46
The fact that even some of these hyperscalers, the Meg 7, still needing to raise cash to fund this insane HPC CapEx build out.
Bryce McNallieHOST
10:56
The $25 billion note we talked about yesterday, quick update, they're five times oversubscribed.

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