HPC Storage: 2021 First Half Year in Review

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.

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.