Quantum #88

Issue #88 of the weekly HPC newsletter by HMx Labs. A quiet week so I thought I’d share some of my thoughts on the last HPC Club and the future of computing in HPC.

Quantum #88

The HPC world is still recovering from SC25 and there’s not a great deal to report from last week. Even HPC Club is over for this year.  Things over at HMx Towers are still busy though. Not only are we hiring but we’re at that point nearing the end of several projects where I’m just itching for them to be complete so I can share the final versions! 

Thinking back on HPC Club, and I could well be wrong here, for me the interesting difference between AMD and Nvidia wasn’t about CUDA vs ROCm or the capabilities of their hardware. It was how they each see what’s coming. Nvidia sees the future as very much being one of accelerated compute and with an increasing use of AI (though not necessarily exactly in today’s form) solving the problems of the future in potentially different ways but that are likely to require lower precision (FP4/8/16) compute. This contrasts with AMD hedging against such a future by also catering not only for higher precision accelerated compute but also more vested in a larger diversity of compute. Not just in their CPUs but also APU architectures in addition to GPU.

As ever, my crystal ball is no better than yours (it’s probably worse), but if history is anything to go by, any complex instruction set that can be hardware accelerated and is in high demand tends to end up in the CPU eventually. Historically we have examples of this both in encryption (see AES-NI in x86 for example) and SIMD instructions to accelerate not only scientific compute but also media playback.

Maybe we’re already seeing the beginning of this with things like Apple’s Neural Engines in their SoCs? Certainly, power constrained devices have historically been earlier adopters of hardware acceleration than data centres. If so then this version of the future certainly has accelerated compute, but that acceleration just moves back to the CPU. Honestly that’s a good thing as it makes life easier for the software stack 

LLMs are still evolving far too rapidly right now for that transition to happen but who knows…


In The News

Updates from the big three clouds on all things HPC.

HPC Cloud Updates WE 30 Nov 2025
Updates to AWS, Azure & GCP in the last week relevant for HPC practitioners. Unsurprisingly, given the huge number of updates last week, it’s a pretty quiet week but we do have an interesting capacity reservation feature and a new VM platform…

Oh look, El Reg is catching up to what I’ve been talking about since January

HPC won’t be x86 forever – and it’s starting to show
Feature: Arm and RISC-V would like a word

US Gov launches Genesis, a plan to power scientific research with AI and Quantum computing by combining the HPC computing resources across the US Department of Energy (the home of the US’ largest supercomputers including El Capitan).

DOE Launches HPC-AI-Quantum ‘Genesis Mission’ Research Platform
The Trump Adminisration today issued an executive order launching the Genesis Mission, described as a Department of Energy-led effort to “transform - Read more from Inside HPC & AI News.

If you thought this means that the US will own all its compute infrastructure though you’d be wrong as they’re planning to farm a large portion of it out to AWS it seems

AWS to Invest up to $50B in AI Supercomputing for US Government Agencies
Amazon today announced an investment of up to $50 billion to expand AI and supercomputing capabilities for Amazon Web Services (AWS) U.S. government customers. This investment, set to break ground in 2026, will add nearly 1.3 gigawatts of AI .... - Read more from Inside HPC & AI News.

From HMx Labs

We’re growing and looking for someone to join the team? Interested? Know anyone that fits the bill?

Hiring: HPC Engineer
We’re hiring a HPC engineer, ideally with HPC and/or financial services experience. Want to come work at HMx Labs?

Some days it seems like AI is getting really good and then it will do something really stupid and I’m back to thinking it’s a gimmick

Schizophrenic AI
Recently I have been both incredibly impressed with AI and equally astounded by its uselessness.

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