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Big Ideas. Simplified. Join the OrionX team and guests in lively discussions of trends and products that can impact your investment decisions and change the technology options you consider.

  1. 3 天前

    Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32

    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.

  2. 8月12日

    Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31

    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.

  3. 7月8日

    Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30

    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.

  4. 6月5日

    Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29

    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.

  5. 4月28日

    Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28

    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.

  6. 4月8日

    Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27

    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.

  7. 3月10日

    Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26

    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.

  8. 2024/12/17

    SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25

    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.

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Big Ideas. Simplified. Join the OrionX team and guests in lively discussions of trends and products that can impact your investment decisions and change the technology options you consider.

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