High-Performance Computing – Thematic Intelligence

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High-Performance Computing Thematic Intelligence Report Overview

High-performance computing (HPC) is the use of supercomputers and parallel processing techniques to solve complex computational problems. HPC started as an array of independent monolithic systems and evolved into clusters that can run on hundreds of thousands of processors.

The Internet of Things has created a data explosion. As the volume of IoT data increases, so does the amount of data that needs to be processed and stored, driving organizations globally to use high-performance computing (HPC) to store, process, and analyze large, complex workloads to extract value from this data. Additionally, in the last decade, the commercial use cases for HPC have expanded, supported by improvements in AI, cloud, and data analytics.

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The high-performance computing thematic intelligence report provides an overview of the high-performance computing (HPC) theme. It identifies the key trends impacting the growth of the theme over the next 12 to 24 months, split into two categories: technology trends and macroeconomic trends.

Pages 61
Trends ·       Technology Trends

·       Macroeconomic Trends

Value Chain Components ·       Semiconductors

·       Equipment

·       Data center solutions

·       End-users

Leading Companies ·       Alphabet

·       Amazon

·       AMD

·       Dell Technologies

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HPC Theme-Key Trends

The main trends shaping the high-performance computing theme over the next 12 to 24 months are technology trends and macroeconomic trends.

Technology Trends: A few of the key technology trends impacting the HPC theme are the adoption of AI, quantum computing, and the rise of graphic processing units (GPUs). The collection of vast amounts of data by the devices people and organizations use has put AI at the center of technological disruption. Without data analytics and AI, the vast amounts of data produced daily would be useless. Enterprise use of AI is increasing, driving demand for high-performing machines. The renewed interest in HPC is largely due to the need to compute large amounts of data for AI workloads.

Macroeconomic Trends: The rising focus on ESG and protectionism are a few of the prominent macroeconomic trends impacting the HPC theme.

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High-Performance Computing – Value Chain Analysis

The HPC value chain comprises four segments: semiconductors, equipment, data center solutions, and end-users.

Semiconductors: The main players in semiconductors relevant to HPC are involved in the fabrication of CPUs (central processing units), special purpose logic chips, application-specific integrated circuits (ASICs), programmable logic devices (including field-programmable gate arrays, or FPGAs), and those involved in volatile and non-volatile memory.

High-Performance Computing Value Chain

High-Performance Computing Value Chain

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HPC - Leading Companies

A few of the leading companies making their mark in the HPC theme are:

  • Alphabet
  • Amazon
  • AMD
  • Dell Technologies

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IT Infrastructure Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecard has three screens: a thematic screen, a valuation screen, and a risk screen.

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

Thematic Screen

Thematic Screen-HPC

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Scope

  • This report provides an overview of the high-performance computing (HPC) theme.
  • It identifies the key trends impacting the growth of the theme over the next 12 to 24 months, split into two categories: technology trends and macroeconomic trends.
  • It includes comprehensive industry analysis, including data on HPC patent filings, M&A deals, and a timeline showing key events in the development of HPC.
  • The detailed value chain shows comprises four segments: semiconductors, equipment, data center solutions, and end-users.

Key Highlights

Historically, HPC was the remit of academia. The COVID-19 pandemic helped put the spotlight back on HPC as a research resource. Cloud-based HPC has made the technology more accessible for applications like fraud detection and personalized medicine, eliminating the need for costly local data centers. Thanks to the cost-lowering benefits of customizable offerings tailored to specific use cases, alongside workload and performance improvements in HPC’s underlying technology, HPC democratization has the potential to further broaden HPC’s reach. Above all, greater flexibility has made HPC capabilities more accessible to a broader audience. While future quantum computing breakthroughs may revolutionize HPC, it remains the best technology for data processing today.

AI’s growing importance means governments with HPC systems capable of running complex AI systems will have a technological edge. Competition between the US and China for technological supremacy will intensify in the next decade. Regulatory scrutiny, international sanctions, and export controls will increase with the growing number and value of HPC applications, such as complex simulation in bioscience, financial risk management, and geological exploration and drilling. By enhancing cybersecurity, surveillance, and defense technologies, HPC’s role in national security—among other sectors—will continue to stimulate the geopolitical tension that drives market volatility and disrupts supply chains.

Reasons to Buy

  • In the last decade, HPC’s commercial use cases have grown, and the technology has become more accessible.
  • This report is an invaluable guide to a theme that is increasing in importance, including identifying the leading companies in semiconductors, equipment, and data center solutions.

Accton
Achronix
Adtran
Aldec
Alibaba
Alpha Data
AMAX
Amazon
AMD
Ampere Computing
Amphenol
Ansys
Arista
Atos
Ayar Labs
Baidu
Biren Technology
Bitmain
BittWare
Blaize
BrainChip
Broadcom
Cambricon
Cavium
Centec Networks
Cerebras Systems
Ciena
Cisco
Cloud Software Group
CloudFlare
Dell
Dialog Semiconductors
Dust Photonics
EQT Infrastructure
Ericsson
Esperanto
Eta Compute
Extoll
Extreme Networks
F5
Fortinet
Fujian Jin Hua
Fujitsu
Gigabyte Technologies
Google
GrAI Matter Labs
Graphcore
Groq
GyrFalcon
Hefei Chang Xin Memory
Horizon Robotics
HPE
Hua Li
Huawei
I Squared Capital
IBM
ICF
Illumio
Infineon
Innatera Nanosystems
Inspur
Intel
IonQ
Juniper
Kalray
Lattice
Legrand
Lenovo
Macronix
Marvell Technology
MediaTek
MemVerge
Mercury Systems
Microchip
Micron Technology
Microsemi
Microsoft
Mythic
Nanya
NEC
Nokia
NoviFlow
Nutanix
Nvidia
NXP
Oki Electric
Onsemi
OpenText
Oracle
Oxford Ionics
Oxford Quantum
Palo Alto Networks
Penguin Solutions
Phytium
Pluribus
Powerchip
Proxmox
PsiQuantum
Pure Storage
QCT
Qualcomm
Quanta
QuickLogic
Renesas
Rigetti
S2C
SAIC
SambaNova
Samsung Electronics
Scality
Seagate
SiFive
SK Hynix
Socionext
STMicroelectronics
Sugon
Supermicro
SynSense
Tachyum
TensTorrent
Tesla
TidalScale
Toshiba
TU Deft
United Microelectronics
Universal Quantum
Virtuozzo
Western Digital
Winbond
Yangtze River Storage
Zscaler
ZTE

Table of Contents

  • 1. Executive Summary
  • 2. Players

    • 2.1. Technology Briefing

  • 3. Trends

    • 3.1. Technology trends
    • 3.2. Macroeconomic trends

  • 4. Industry Analysis

    • 4.1. Market size and growth forecasts
    • 4.2. Timeline

  • 5. Signals

    • 5.1. M&A trends
    • 5.2. Venture financing trends
    • 5.3. Patent trends
    • 5.4. Company filing trends
    • 5.5. Hiring trends

  • 6. Value Chain

    • 6.1. Semiconductors
    • 6.2. Equipment
    • 6.3. Data center solutions
    • 6.4. End-users

  • 7. Companies

    • 7.1. Sector Scorecard
    • 7.2. IT infrastructure sector scorecard

  • 8. Glossary
  • 9. Further Reading
  • 10. Our Thematic Research Methodology
  • 11. About GlobalData
  • 12. Contact Us

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