Authors: Alex Norton, Earl Joseph, Steve Conway and Bob Sorensen
Publication Date: April 2018
Length: 6 pages
Throughout the year, Hyperion Research uses our surveys to ask buyers about near-term expectations for their spending on HPC. We ask whether, in the next quarter, they expect the amount they spend to increase, decrease or stay the same. If they expect spending to go up or down in the next quarter, we ask by what percentage. The questions and resulting data are not limited to servers but also include anticipated spending on cloud usage and on desktop computers. We then use this data collected over multiple quarters, along with historical revenue patterns and other sources, to help us generate our HPC market forecasts.
By most objective measures, the United States is the leader in AI capability, both in its AI technology and its application. Whether looking at R&D spending, research capability, ecosystem support, or commercial deployment, the US is at the top or near the top of its global competition. That strength is derived largely from successes in the US private sector. In particular, computer companies in Silicon Valley and elsewhere have been at the forefront in developing new AI hardware and software technologies. A receptive user environment in areas such as web services, financial services, healthcare, and scientific research, among others, has created a virtuous dynamic between supply and demand for AI technologies and products. As a result, the depth and breadth of AI capability in the US is such that the country is well positioned to maintain its lead position in the near-term.
May 2020 | Special Report
Over the past decade, the relative positions of HPC vendors in terms of revenue have shifted and evolved due to acquisitions, changes in product lines, and advances in technology. Hyperion Research sees this pattern continuing as we project out over the coming years as new areas of technology emerge and current technology evolves.
October 2018 | Special Report