US QC Supplier Rigetti’s Recent Realignment: Positing Its Larger Implications

First quarter 2018 HPC server revenues were strong, with notable high quarter over quarter growth from the first quarter of last year. Hyperion Research has been analyzing the data to ascertain what these numbers mean and what they may indicate about full-year 2018 in HPC. These assessments incorporate Hyperion Research discussions with a global base of people in the HPC sector as well as an analysis of the Hyperion Research QView database, a long-standing collection of quarterly revenues and projections for the major HPC vendors.

Major government buyers we interviewed consistently named Cray as one of the handful of global supercomputer makers capable of true innovation at the system architecture level. These vendors maintain their ability to stay at the forefront of the HPC market by continually reinventing themselves and their products. Cray's capture of the $600 million CORAL 2 contract to deliver the 1.5-exaflops Frontier supercomputer to ORNL in 2021 is the company's latest demonstration of its ability to mutate in response to the evolving HPC market environment.