Worldwide HPC and AI 2022 Total Market Size and 2023–2027 Forecast: Server Vendor Shares

June 19, 2023|Addison Snell, Dan Olds, Steve Conway

EXECUTIVE SUMMARY

This Intersect360 Research report presents the 2022 total market for servers used for High Performance Computing (HPC) and artificial intelligence (AI) and constituent server vendor revenue shares, with comparison to 2021. This report tracks revenue shares for Dell, Eviden (Atos), Fujitsu, HPE, Huawei, IBM, Inspur, Lenovo, Penguin Solutions, and Supermicro. Additionally, the report discusses NEC, Nvidia, and Sugon, without reporting exact shares.

This series of reports presents multiple views of the market for infrastructure for HPC and AI. The “traditional HPC” market view represents HPC user budgets. In most cases, these environments have evolved to include machine learning as part of their overall workloads, and HPC budgets have generally increased because of machine learning; they are still essentially HPC budgets, for systems that would have existed regardless of machine learning. The “expanded HPC-AI” view incorporates the growing effect of spending on scalable infrastructure for AI workloads that is not associated with an HPC budget, i.e., spending that only exists for the sake of machine learning, not HPC. This usually relates to the training of AI models, although in some cases we find scalable clustered systems used for AI inference. For the purposes of vendor shares in this report, only the expanded HPC-AI view is considered.

Intersect360 Research defines HPC as the use of servers, clusters, and supercomputers—plus associated software, tools, components, storage, and services—for scientific, engineering, or analytical tasks that are particularly intensive in computation, memory usage, or data management. Additionally, this report tracks similar infrastructure for machine learning and deep learning.

Intersect360 Research reports available in this series include the following segmentations:

Products and Services: servers, storage, networks, software, service, cloud, other
Vertical markets: academia, national security, national research labs, national agencies, state or local governments, bio sciences, chemical engineering, consumer product manufacturing, electronics, energy, financial services, large product manufacturing, media and entertainment, retail, transportation, other
Regions: North America, EMEA, Asia-Pacific, Latin America
Server class (HPC server revenue): entry-level, midrange, high-end, supercomputer
Cloud categories (HPC cloud revenue): raw cycles, cloud storage, application hosting (SaaS), infrastructure hosting (IaaS, PaaS), other (traditional HPC model only)
Software categories (HPC software revenue): operating environments, developer tools, middleware, storage software, transfer costs, application software, other (traditional HPC model only)
Services categories (HPC services revenue): maintenance and repair, system engineering, system integration, training, programming services, other (traditional HPC model only)
HPC server market shares (total on-premises HPC and AI, current year only, not forecast)

Worldwide HPC-AI Market Size

This forecast represents a return to steady growth following the recent pandemic-affected years. While some HPC users reported that supply chain issues did affect their ability to spend their complete budgets within the calendar year, the expanded HPC-AI market grew to $44.4 billion ($44,431 million) in 2022, up 11.3% from 2021. This figure does not include the $17.9 billion spent by the Hyperscale market on AI and HPC infrastructure, which dwarfs the rest of the market.

Servers are the largest individual component of spending on HPC and AI infrastructure, although this proportion has declined in recent years due to growth in other segments, especially cloud computing. In 2022, server revenue grew 10.1% year-over-year as part of the expanded HPC-AI market.

There was significant variability in HPC-AI server vendor performance in 2022. While the top two vendors, HPE and Dell, grew at near-market rates, there were four that significantly outperformed the market, each with growth over 25% year-over-year: IBM, Supermicro, Huawei, and Penguin Solutions. While its revenue is not formally tracked due to insufficient vendor guidance, Nvidia has vertically integrated to become a major player in the HPC-AI server market.

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