2020 HPC Cloud Forecast

As AI and Big Data/HPDA applications continue to grow in importance and focus for HPC data centers and users worldwide, the demand for dedicated HPDA and AI systems are increasing at a rate nearly double that of the overall HPC market. By 2025, Hyperion Research expects roughly one-third of all system revenue to be dedicated to HPDA and AI-centric systems, in a category defined as Data[1]Centric HPC Systems. The portion of the data-centric market focused on AI applications is experiencing even higher growth, nearly 23% CAGR over the five year period, driven by the influx of AI workloads not only for new application spaces but also as a supplemental tool for the traditional simulations that have dominated the HPC space for decades. Some important HPDA workloads require analytics alone, while many benefit from combining established simulation and newer analytics methods, especially machine and deep learning.

Hyperion Research forecasts that the worldwide HPC broader market (servers, storage, software, and services) will expand at a 7.9% CAGR to nearly $40B in 2025. HPC servers comprise about half of broader market revenues and are expected to grow at a similar rate (8.0% CAGR) to reach nearly $20B in 2025. Storage is forecasted to show the highest growth (9.3% CAGR).