HPC Cloud Forecast 2020-2025

Hyperion Research forecasts that the worldwide HPC server application workloads, representing the split-out of the HPC server market by application segments, will expand at a 7.8% CAGR to reach $19.9 billion in 2023, up from $13.7 billion in 2018 (see Figure 1). The categories in Figure 1 include high performance data analysis (HPDA) sub-segments: fraud and anomaly detection, affinity marketing, business intelligence, and precision medicine. Hyperion Research provides a separate detailed forecast on these sub-segments.

Hyperion Research has been tracking the HPC server market for more than two decades, including systems dedicated to compute-intensive application-focused servers and data-intensive application-focused servers. Within the data-intensive segment, AI-focused systems are poised to overtake traditional data-science focused systems by 2026, growing at a five-year CAGR of 22.7%, reaching $6.5 billion USD. Overall, the data-focused server market is anticipated to reach one-third of the entire HPC server market by 2026 (less than 25% of HPC server market in 2021). The full HPC-based AI forecast is explored in this report.