Authors: Bob Sorensen, Earl Joseph, Steve Conway
Publication Date: September 2020
Length: 4 pages
Hyperion Research projects that between 2021 and 2026, worldwide installations of leading-edge exascale and near-exascale systems will total 28-38 new systems, worth an estimated $10-$15 billion, with China, the EU, and the United States each fielding 7 -10 systems in the six year interval. Being an exascale trailblazer can be expensive, with systems on the near horizon costing upwards of $500 million or more each, and only the most ambitious governments can commit to participating in these early rounds of exascale progress. However, as HPC price/performance moderates, a long-verified phenomenon in the HPC space, additional nations will also be looking to provide their domestic R&D base with access to exascale-class HPCs either developed domestically or procured from foreign sources.
The HPC market is experiencing many challenges and opportunities from the covid-19 virus and its resulting economic impacts. In July 2020, the situation appeared bleak, with a potential for 2020 HPC server revenues being down by as much as 20% year on year. More recently, surveys show an improved outlook, although still with a market contraction of approximately 14% compared with 2019. The Workgroup segment is bearing the near-term brunt of the downside impact.
Covid-related HPC investment impacts are not equally distributed across the vertical markets; several segments are already experiencing increased HPC investments. These include bio/life sciences and government labs. At the same time other verticals are facing a greater negative impact, including oil & gas, manufacturing, and DCC/content distribution
November 2020 | Special Analysis
The HPC cloud market is continuing to rise as new users begin to adopt HPC cloud resources and existing users increase their spending and utilization of the cloud for HPC applications. Adoption and utilization of the cloud for HPC has varied based not only on the type of user but also on geography and the sizes of systems HPC users deploy on-premises.
April 2021 | Special Analysis