Posts Tagged ‘supercomputers’

More Iran Strike Followup

Thursday, July 3rd, 2025

There’s still more fallout (metaphorical, not literal) from Operation Midnight Hammer, so let’s do a roundup.

  • For all the debate over the extent of damage America inflicted on Iran’s nuclear program, the IAEA seems to think it’s been destroyed.

    Rafael Mariano Grossi, director general of the International Atomic Energy Agency, discussed the state of Iran’s nuclear program on Sunday on CBS News’ Face the Nation; the interview was taped Friday:

    I think you can pick and choose any adjective to characterize this, but you will see that there is an agreement in describing this as a very serious level of damage. It can be, you know, described in different ways, but it’s clear that what happened in particular in Fordo, Natanz, Isfahan, where Iran used to have and still has, to some degree, capabilities in terms of treatment, conversion and enrichment of uranium have been destroyed to an important degree. Some is still standing. So there is, of course, an important setback in terms of those — of those capabilities. This is — this is clear. And now the important issue — the important thing is, what are the next steps? Now the characterization of the damage, I think we can, you know, speculate, and still, until, of course, the Iranians themselves will have to go there and sift through the, you know, rubble and look at what is the exact degree of the damage. At some point, the IAEA will have to return. Although our job is not to assess damage, but to re-establish the knowledge of the activities that take place there, and the access to the material, which is very, very important, the material that they will be producing if they continue with this activity. This is contingent on other, you see, everything is connected. This is — this is contingent on negotiations which may or may not restart, so — so what we see this here, I think we have a snapshot of- of- of a program which has been very seriously damaged, to quote Dr. Araghchi. And now what we need to focus on is on the next steps. [Emphasis added.]

    Iran’s foreign minister, Abbas Araghchi, said on Thursday that the country’s nuclear facilities had sustained “significant and serious damages,” the first official acknowledgment of the extent of the damages caused by U.S. strikes on three nuclear sites.

    The Atomic Energy Organization of Iran was still “surveilling the damages and losses,” Mr. Araghchi said in an interview with Iran’s state television. But, he added, “I have to say, the losses have not been small, and our facilities have been seriously damaged.”

  • “The United States’ B-2 stealth bomber strike on Iran’s Fordow uranium enrichment facility was the culmination of more than 15 years of study and planning.”

    [Chairman of the Joint Chiefs of Staff Gen. Dan “Razin”] Caine detailed the military planning that began in 2009 to design a purpose-built method to knock out the Fordow facility, which is buried hundreds of feet underground in a mountainous region of Iran.

    Caine shed new light on the role of the Defense Threat Reduction Agency (DTRA), an organization tasked with preparing bespoke solutions to destroy highly sensitive targets, including emerging weapons of mass destruction.

    “DTRA does a lot of things for our nation, but DTRA is the world’s leading expert on deeply buried, underground targets,” Caine said.

    “In 2009, a Defense Threat Reduction Agency officer was brought into a vault at an undisclosed location and briefed on something going on in Iran,” Caine said, declining to identify the DTRA officer by name.

    This DTRA officer, and another unnamed member of the agency, were then tasked to work with the intelligence community to study the construction of the Fordow site.

    “For more than 15 years, this officer and his teammate lived and breathed this single target: Fordow, a critical element of Iran’s covert nuclear weapons program,” Caine said.

    The two DTRA employees spent years studying everything from the geology surrounding Fordow, to the construction materials and other equipment arriving at the facility, so they could model the site and devise a plan.

    “They literally dreamed about this target at night when they slept,” Caine said.

    In the course of their study of the Fordow facility, Caine said the pair of DTRA employees leading the project soon determined the U.S. military did not have a weapon that could adequately address the challenge the fortified Iranian nuclear facility presented.

    “So, they began a journey to work with industry and other tacticians to develop the GBU-57,” Caine said.

    The GBU-57, also known as the Massive Ordnance Penetrator (MOP) or bunker-buster, is a 30,000-pound bomb designed to burrow and explode deep underground.

    Military planners then spent years testing the bomb, specifically for the Fordow facility.

    “They tested it over and over again. … They accomplished hundreds of test shots, and dropped many full-scale weapons against extremely realistic targets for a single purpose: kill this target at the time and place of our nation’s choosing,” Caine said.

    Each GBU-57 is “bespokely” designed for a specific target. He said each one dropped on the Fordow facility “had a unique desired impact angle, arrival, final heading, and fuse” corresponding to its role in the overall mission.n addition to live-testing the GBU-57, Caine said the program to develop the heavy bunker-buster involved extensive and complex computing.

    “In the beginning of its development, we had so many PhDs working on the MOP program, doing modeling and simulation, that we were quietly and in a secret way, the biggest users of supercomputer-hours within the United States of America,” he said.

    Snip.

    While Caine said the intelligence community is still assessing the true damage of the U.S. strike, he indicated military planners are confident the strike was successful, based on their understanding of the weapons they used, and the fact that each weapon was observed acting as it was intended.

    “The weapons were built, tested, and loaded properly,” he said. “Two, the weapons were released on-speed and on-parameters. Three, the weapons all guided to their intended targets and to their intended aim points. Four, the weapons functioned as designed, meaning they exploded.”

    Caine also described the account of a U.S. fighter pilot who escorted the bomber formation and watched the bomb blasts, who Caine quoted as saying, “This was the brightest explosion that I’ve ever seen. It literally looked like daylight.”

    Snip.

    Hegseth then read off a list of statements, including from the International Atomic Energy Agency, the Israeli Atomic Energy Commission, the Iranian Foreign Ministry, CIA Director John Ratcliffe, and others, assessing that the June 21 strike caused extensive damage to Iran’s nuclear program.

    (Hat tip: ZeroHedge.)

  • Europe’s response to the Iran strike is now in, and it’s a resounding “meh.”

    For those accustomed to continental condemnation toward Israel on Gaza, European leaders’ support for the nation’s ferocious campaign to strike Iran’s nuclear program was probably one of the many shocks of the past two weeks.

    Consider these statements from German Chancellor Friedrich Merz:

    “There is no reason for us, or for me personally, to criticize what Israel started a week ago, nor is there any reason to criticize what America did last weekend.”

    “The evidence that Iran is continuing on its path to building a nuclear weapon can no longer be seriously disputed.”

    “This is dirty work that Israel is doing for all of us.”

    Merz noted that the actions were not “without risk” and has since turned attention back to Gaza in calling for a cease-fire there. Reactions from other top European leaders were more qualified regarding the Israeli-U.S. operation — but still supportive of the overall goal of preventing a nuclear-armed Iran and understanding of Israel’s desire to eliminate that risk.

    French President Emmanuel Macron said there was “no legality” to America’s strikes, while acknowledging France “supports the objective of preventing Iran from getting the nuclear bomb.” Earlier, he said Israeli strikes that hit “civilian or energy facilities” must stop, while conceding that Iran posed an “existential risk” for Israel. British Prime Minister Keir Starmer, calling for de-escalation and negotiation, said in a video on X, “We’ve long had concerns about the Iranian nuclear program,” and described the prospect of Iran getting a nuclear weapon as “the greatest threat to stability in the region.”

    A joint statement from all three leaders last weekend affirmed that Iran “can never have a nuclear weapon” and urged the country to engage in negotiations. It put the onus on Iran “not to take any further action that could destabilize the region.”

    Before the American strike, even European Commission President Ursula von der Leyen “reiterated Israel’s right to defend itself and protect its people” while calling for de-escalation and restraint from both sides. NR’s Michael Brendan Dougherty, marking these “strange days,” also flagged the effusive praise for President Trump’s handling of Iran from NATO’s secretary-general.

    We can infer from these reactions a few things.

    One, the determinations of the International Atomic Energy Agency indeed rattled the Europeans as well as the Israelis. As NR’s original editorial on Israel’s strikes noted, “Iran had significantly ramped up its enrichment capacity, with even the U.N.’s International Atomic Energy Agency (not exactly friendly to Israeli militarism) having determined that Iran had been enriching uranium well beyond the level of civilian use, and closer to military grade.”

    Two, Iran’s support for Russia in its war against Ukraine — via cooperation on the production of attack drones for use on the battlefield — has won Tehran few sympathizers inside Europe’s political establishment.

    Three, relatedly, Europe’s well-founded fear of Iran is greater than its misgivings about Israel, given Iran’s history of targeting regime opponents there.

  • “Israel is calling on three European countries to enact the UN Security Council’s ‘snapback’ mechanism regarding Iran sanctions.”

    Israel is calling on three European countries, Britain, France, and Germany — known as the E-3 — to enact the UN Security Council’s “snapback” mechanism regarding Iran sanctions. A clause in the 2015 council resolution that endorsed that year’s Iran nuclear deal allows each of the deal parties to automatically reimpose all global sanctions on the Islamic Republic.

    For now, though, “there’s murmur about snapback, but nothing more than that,” a UN-based diplomat tells the Sun. He noted that time is limited for enacting the mechanism.

    America, Britain, France, Germany, Communist China, and Russia can unilaterally trigger the option, and no veto could block the snapback. Council members, however, rejected an American attempt to snap back the sanctions after President Trump left the Joint Comprehensive Plan of Action in 2018. The E-3, though, might still enact it.

  • There’s an easy way for Iran to avoid further bombings: Stop trying to build nuclear weapons.

    Nvidia News Roundup

    Wednesday, April 16th, 2025

    A few pieces of Nvidia-specific news have popped since Monday’s piece, so let’s do a quick roundup:

  • In a comment on Monday’s post, I mentioned that production at TSMC’s new Arizona fab hadn’t started yet. In fact, Nvidia just announced that TSMC’s Arizona fab just started work on their chips.

    On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, while companies within the state package and test them.

    TSMC, or Taiwan Semiconductor Manufacturing Co., is the world’s biggest chipmaker and announced a $100 billion investment in US chipmaking last month. It began producing chips using the 4nm process at its Arizona factory in January and has plans to make chips with the more efficient 2nm technology by the end of the decade.

    Nvidia doesn’t say which Blackwell chips it has started producing at TSMC’s plant and whether it includes the latest Blackwell Ultra GB300 chip it revealed earlier this year. Blackwell chips use TSMC’s custom 4NP process, according to Nvidia’s website.

  • Nvidia has also announced a large expansion in Texas.

    The world’s leading manufacturer of graphics processing units (GPU) and advanced chips has announced it will build new plants in Texas, amid global economic shake-ups.

    Note: Plants, not fabs.

    NVIDIA has announced partnerships with Foxconn and Wistron to build “supercomputer manufacturing plants” in both Dallas and Houston. These global companies are “expanding their global footprint” and their international presence for the purposes of “hardening supply chain resilience” in their partnership with NVIDIA.

    “Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades,” the announcement states.

    The mass production of chips at these plants is expected to begin in the next 12 to 15 months. The $500 billion investment in AI infrastructure within the U.S. does not make mention of direct government subsidies or public financial incentives related to NVIDIA’s recent announcement.

    I’m quoting that summary because it demonstrates that it’s easy to misunderstand things about the industry if you aren’t familiar with it. The way it’s worded make you think the “plants” are the Texas facilities they’re going to be building in 12-15 months, but the actual Nvidia press release makes clear than TSMC is doing the fabbing:

    NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.

    Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas.

    Note the more precise wording.

    NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months.

    The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.

    Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience.

    Now, if that half trillion does get spent (no guarantee, since press releases aren’t legally binding; try to contain your shock), that would certainly buy a lot of cutting edge fabs. Nvidia is one of the few companies that has the financial resources to build their own cutting edge fabs (Apple is another), but I get the impression that they’re going to partner with TSMC. In fact, I wouldn’t be surprised if they follow the Apple model, where they tell a company “Here’s X amount of money, go build a fab. You’ll give us the first 24 months of production at x-cost per chip, and after that the fab is yours free and clear.” This is one of the tools Apple used to become the dominate tech buyer, and what some call a monopsony.

    As far as building their own supercomputers, that’s great for Texas and not so great for Hewett Packard Enterprise, which finished their acquisition of Cray in 2021.

  • Finally, Nvidia’s AI chips are now banned from export to China.

    The Trump administration has effectively barred Nvidia (NVDA) from selling its custom artificial intelligence processors to customers in China. The move will force the AI chip leader to write off up to $5.5 billion in inventory and purchase commitments in its fiscal first quarter. Nvidia stock fell Wednesday.

    Late Tuesday, Nvidia disclosed in a regulatory filing that the U.S. government is now requiring it to get an export license to sell its H20 processor in China and other restricted countries. Nvidia said it was informed of the move on April 9, the same day NPR erroneously reported that the White House would not seek further restrictions on the chips Nvidia can sell in China.

    Your tax dollars at work.

    Nvidia said the U.S. government told it on Monday that the license requirement will be in effect for the indefinite future.

    Wall Street analysts say Nvidia’s write-off indicates that the company believes it won’t be granted licenses to sell H20 processors in China.

    The H20 was designed for the Chinese market to comply with Biden-era restrictions on selling advanced processors there. The H20 is less capable than the Blackwell series chips Nvidia sells in the U.S. and other markets.

    “With Nvidia writing off associated H20 inventory, it appears the company is taking the position that it will not be granted licenses to ship product to Chinese customers (with no other geography likely to take the governed silicon given the availability of more powerful standard Hopper or Blackwell SKUs),” Wedbush analyst Matt Bryson said in a client note Wednesday. SKU stands for “stock keeping unit,” a unique identifier for products used in inventory management.

    China represents a little over 10% of Nvidia’s revenue.

    The Trump Administrations believes (probably correctly) that AI is a key strategic industry and that we don’t need to give China any help there.

  • A half trillion dollars is a lot of cheddar, even for the (as of today) company with the third largest market cap in the world…