Return to normalcy is too strong, but the latest portrait of the HPC market presented by Hyperion Research yesterday is a positive one.
Total 2022 HPC revenue (on-premise and cloud) will likely wind up around $38.5 billion, roughly 10% over 2021 ($34.8 billion), and next year, 2023, is forecast to hit in the $42.7 billion range. Post-pandemic HPC is bouncing back, if perhaps a bit unevenly.
Lingering supply chain issues, both pandemic- and geopolitical-related, continue to cloud the outlook. There are also worries of a potential broader economic slowdown. Stir all of that altogether and these remain difficult days to be in the forecasting business. On the plus side, demand for AI technology (chips and systems and software) remains strong. Use of cloud-based HPC is surging. Sales at the top end of the market remain strong. And storage, a perennially robust HPC market, is getting an added boost driven by the data demands of AI and IoT.
It is very rare for any of the major semiconductor suppliers of the world to ever admit that things are going wrong, even when we all know that they have been.
But as part of a briefing ahead of the SC22 supercomputing conference next week and just ahead of AMD's launch of the 'Genoa' Epyc 9004 series of processors, we got a little something that looked like contrition as Intel is late delivering its 'Sapphire Rapids' Xeon SP CPUs with HBM memory and its related 'Ponte Vecchio' Xe HPC GPUs.
This may be the last time we have to type or read Xe HPC when referring to Intel's compute engines focused on HPC and AI, so let's celebrate that for a second as we contemplate the 'Max Series' branding that Intel has adopted for its HBM-goosed Xeon SP processors, its Ponte Vecchio and follow-on 'Rialto Bridge' datacenter GPUs, and the future hybrid 'Falcon Shores' hybrid CPU-GPU packages due in 2024 alongside the 'Granite Rapids' Xeon SPs. So long superscript e, we never really liked you in a brand name. Go back to the natural logarithm where you belong. . . .
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