Hi, I'm Jesse Clayton, product marketing manager for AI infrastructure at NVIDIA here at Supercomputing 2025. More than ever, scientific discovery relies on converged high performance computing and AI. But meeting the needs of today's workflows demands extreme code design, hardware and software, built-in synergy to deliver optimizations across the entire stack and accelerate breakthrough science at scale.Nvidia's platform spans GPUs, CPUs, DPUs, nicks, scale up networking, scale out networking, and software ...

Core Insights - Amazon Web Services (AWS) announced a plan to invest up to $50 billion to enhance AI and supercomputing capabilities for U.S. government agencies, marking a significant commitment to federal technology infrastructure [1][5]. Investment Details - The investment will commence in 2026 and aims to add nearly 1.3 gigawatts of AI and supercomputing capacity across various AWS regions, including AWS Top Secret, AWS Secret, and AWS GovCloud (US) [2]. - AWS will build data centers equipped with advanced computing and networking technologies to support this initiative [2]. Strategic Impact - AWS CEO Matt Garman emphasized that this investment will transform how federal agencies utilize supercomputing, enabling faster execution of critical missions such as cybersecurity and drug discovery [3][5]. - The initiative is designed to eliminate technological barriers that have previously hindered government operations, positioning the U.S. to lead in the AI era [5]. AI Services Offered - Federal agencies will gain access to a range of AWS AI services, including Amazon SageMaker for model training, Amazon Bedrock for deployment, and various AI chips and infrastructure [5][12]. - The investment supports the White House's AI Action Plan and aims to enhance decision-making and discovery processes across government missions [12]. Operational Efficiency - AWS's AI and supercomputing capabilities are expected to significantly reduce the time required for data analysis, allowing tasks that once took weeks or months to be completed in hours [8]. - The technology will enable real-time processing of extensive security data, facilitating immediate actionable insights and automated threat detection [8][9].

So this year at supercomput was uh was was quite different and very interesting. You know traditionally I heard a lot about how computers are getting better and faster and bigger and more scaling that needs more cooling. But this year I saw a renewed energy around enabling additional supercomput capabilities through GPU acceleration.There's a lot of talk about how Nvidia can help uh supercomput including uh what DDN does for the for the world of HPC and AI in terms of enabling whether it's AI data platform ...

Core Viewpoint - Four individuals have been indicted for attempting to illegally export Nvidia chips valued at millions of dollars to China and Hong Kong, violating U.S. export restrictions [1][2][3] Group 1: Indictment Details - The defendants are charged with conspiracy to violate the Export Control Reform Act of 2018, specifically related to the export of Nvidia chips to China and Hong Kong after routing them through Malaysia and Thailand [2][3] - The indictment highlights that the chips involved, including Nvidia's A100 and H200 GPUs, are highly restricted due to their applications in artificial intelligence and supercomputing [3][4] - The alleged scheme began in September 2023, with the indictment filed on November 13 in U.S. District Court in Tampa, Florida [3][4] Group 2: Individuals Involved - Brian Curtis Raymond, identified as the chief technology officer of an AI cloud company, was involved in the conspiracy and had previously owned a technology products distributor licensed to sell Nvidia GPUs [5][9] - Mathew Ho, another defendant, acted as an intermediary for unlawful exports and submitted false documentation regarding the shipments [6][7] - The other defendants, Jing Chen and Cham Li, were also arrested and are charged with similar offenses, including conspiracy and violations of the Export Control Reform Act [11][12][13] Group 3: Financial Transactions - Raymond faces multiple charges, including seven counts of money laundering related to wire transfers exceeding $3.4 million from a Chinese company to his business [10] - Ho is charged with nine counts of money laundering connected to $4 million in wire transfers from a Chinese company to his and Raymond's businesses [12]

Core Insights - The 66th TOP500 supercomputer ranking was announced at the SC25 conference, highlighting the deployment of Germany's JUPITER Booster, which has achieved exascale performance, marking it as Europe's first exascale supercomputer and the fourth globally [1][8]. Group 1: Supercomputer Rankings - The top three positions in the ranking are held by the U.S. Department of Energy's El Capitan, Frontier, and Aurora, with El Capitan achieving a performance of 1.809 Exaflop/s, an increase from 1.742 Exaflop/s in the previous ranking [3][5]. - Frontier maintains its second position with a performance of 1.353 Exaflop/s, while Aurora remains third at 1.012 Exaflop/s, showing no change compared to previous rankings [5]. Group 2: European Achievements - The JUPITER Booster, based on the BullSequana XH3000 architecture, has successfully crossed the exascale threshold with a performance of 1 Exaflop/s, representing a significant milestone for Europe in the supercomputing domain [8][10]. - The presence of JUPITER, along with Finland's LUMI and Italy's Leonardo, in the TOP10 reflects the success of the EU's EuroHPC initiative, which aims to enhance Europe's competitiveness in supercomputing through collaborative resource integration [10][11]. Group 3: Global Investment Trends - Countries are significantly increasing their investments in supercomputing, with the U.S. planning to invest $1 billion for two new generation supercomputers, the UK launching a £2 billion investment for a world-class computing ecosystem, and the EU enhancing its EuroHPC network to strengthen its AI capabilities [12]. - Despite not having new systems in the TOP500 recently, China continues to advance its supercomputing research and development, indicating a trend towards a multipolar global computing landscape [12]. Group 4: International Collaboration - The competition in the supercomputing field is not a zero-sum game, as demonstrated by Europe's EuroHPC initiative, which promotes cross-national collaboration and resource integration to achieve exascale breakthroughs [13]. - There is a need for an open collaborative system across regions and disciplines to address global challenges such as climate change and energy transition, emphasizing the role of supercomputers in advancing technology for sustainable development [13].

Group 1: Technology Sector Developments - Dell Technologies is collaborating with Texas Advanced Computing Center and NVIDIA to build a new supercomputer named "Horizon," highlighting the demand for advanced computing infrastructure [2] - ARM announced integration of NVIDIA's NVLink Fusion technology into its Neoverse platform, enhancing AI capabilities in its data center chips [3] - Google is expanding access to its AI capabilities by making Gemini features available to all Gmail account holders [3][9] Group 2: Coatings Industry Consolidation - Akzo Nobel is reportedly nearing a merger agreement with Axalta, which could significantly alter the competitive landscape of the global coatings industry [4][9] Group 3: Geopolitical and Economic Developments - A US-Saudi Investment Forum is scheduled for November 19, featuring top executives from major corporations, emphasizing the importance of investment ties between the two nations [5][9] - The UN Security Council has endorsed President Trump's Gaza peace plan, which includes deploying international troops, facing opposition from Hamas [6][9] Group 4: Financial Services Sector Changes - UBS has announced significant personnel changes within its O'Connor unit, with Gregory Najarian appointed as Portfolio Manager following the decline of co-heads Rodrigo Trelles and Baxter Wasson to accept positions at Cantor [10][9]

Everyone talks about building AI factories, but who's actually powering them. DDN. We are to data what Nvidia is to compute.And that's why the world's biggest AI systems run on DDN. Come to supercomputing. We will show you why.[Music]. ...

Core Insights - SuperQ Quantum Computing Inc. has extended its engagement with Winning Media LLC for digital marketing services, paying an additional US$50,000 for their services [2]. Company Overview - SuperQ Quantum Computing Inc. aims to lead in quantum and supercomputing solutions, targeting enterprise transformation and providing return on investment (ROI) for global organizations [4]. - The company's flagship platform, Super™, is designed to make advanced computational power accessible, enabling various sectors such as finance, healthcare, and defense to achieve immediate business impacts [5]. Engagement Details - Winning Media was initially engaged on October 28, 2025, to enhance market and brand awareness through various digital marketing strategies, including online advertising and digital podcasts [2]. - The agreement with Winning Media has been extended until December 15, 2025, ensuring compliance with applicable securities laws [2].

Company Performance - CoreWeave reported a revenue of $1.36 billion, exceeding expectations, but the company faced a loss of $0.22 per share, which was better than the anticipated loss of $0.39 [2][3] - The company narrowed its revenue guidance for 2025 to between $5.05 billion and $5.15 billion, below the consensus estimate of $5.29 billion [4][5] - Regetti's stock has increased over 2,000% year-over-year, but it reported a loss of $0.03 per share, better than the expected loss of $0.05, while revenue fell short at $1.95 million against expectations of over $2.3 million [6][7][8] Market Reactions - CoreWeave's shares fell by 9% in early trading due to concerns over guidance and data center construction delays [2][3] - Analysts are reducing price targets for CoreWeave following the quarterly results [5][6] - Regetti's stock dropped by 5% despite better-than-expected loss figures, attributed to revenue missing market expectations [7][8] Strategic Developments - Paramount Sky Dance, following its merger, reported revenue of over $6 billion but missed the expected $6.97 billion, while reporting a loss of $0.12, better than the anticipated loss of $0.34 [11][12] - The company is planning to cut an additional 1,600 jobs as part of its cost-saving measures [13][14] - Management remains optimistic about reaching cost savings targets by 2026, emphasizing growth through cost-cutting strategies [14][15]

Core Insights - NVIDIA Corp. and Oracle Corp. are collaborating to build the largest artificial intelligence supercomputer for the U.S. Department of Energy, utilizing over 100,000 GPUs [1][3] - The supercomputer aims to enhance the development of advanced AI models and accelerate research across various scientific and industrial applications [1] - NVIDIA's stock has reached all-time highs, surpassing a $5 trillion market valuation, driven by significant product updates and partnerships [5] Partnership Details - NVIDIA will supply its advanced AI GPUs, while Oracle will provide cloud infrastructure and expertise in enterprise-grade cloud services [3] - The supercomputer, named Solstice, will feature 100,000 Nvidia Blackwell GPUs and is expected to be delivered in 2026 [3][4] - Another system, Equinox, will consist of 10,000 Blackwell GPUs, with construction starting immediately at the DOE's Argonne Leadership Computing Facility [4] Market Performance - NVIDIA shares surged by 10% following its GTC event, contributing to the stock's rise to $210.00, marking a 4.46% increase on Wednesday morning [5] - The stock rally is attributed to new product updates, multi-billion dollar AI chip orders, and major partnerships, including collaborations with Nokia for 6G networks and various companies in robotics, pharmaceuticals, and telecom [5]