Yesterday, I sat in on an interesting session about the HPC market by Intersect360. The talk was led by Addison Snell and Christopher Willard and started with an informal discussion about what the audience would like to see in Addison’s Analyst Cross Fire panel taking place Wednesday, June 21 at 2:45 in the Panorama Room. People want to know how HPC can support real-time data analytics for vertical applications at the Edge, Deep Learning and AI, and what the future looks like for these markets.
Earlier this week Intersect360 announced its forecast for the HPC market for 2016 – 2021. They said that the market was $35.6 billion in 2016 up 3.5% form 2015. Servers were the largest component reaching $11.5 billion up 3.3 % growth over 2015. The total market is forecast to grow to $43.9 billion in 2021 - 4.33% CAGR. The commercial sector will continue to drive the growth for the next 5 years - Industry is spending more, academic spending is flat, and government is somewhere in between.
HPC in the (Public) Cloud has the highest growth rate at 6.4% but is still only 3% of the total HPC market by 2021. Industrial HPC like Finance, Manufacturing, Oil and Gas, and EDA is driving the market having the largest segment of growth with 6.5% from 2016 – 2021. Bright Computing partners with many of the top 5 server manufacturers - HPE 33%, Dell 26.4%, Lenovo 6.9%, IBM 6.8% and Cray with 4.5%. Bright Computing provides hardware vendors the software bundle and out of the box integration their joint customers need to deploy, manage and monitor their clusters.
It was interesting to note that Addison includes Deep Learning and AI when discussing the $35 billion Hyperscale market. Intersect360’s defines Hyperscale as: “…arbitrarily scalable, web-facing application infrastructure that is distinct from general IT investment.” Large companies in this marketing include Google, Facebook, PayPal, Wikipedia, and Verizon (with its acquisition of Yahoo). The Deep Learning market was a $2 billion to $2.5 billion for 2016 representing 6.5% of the hyperscale market. This will remain a very high growth market for the next two years and will cap at about $20 billion in the years to come.
This is all great news for us here at Bright Computing. We support both the HPC and Hyperscale markets and have great partners to help us support our customers as the industry grows. Visit our website to learn more about Bright Cluster Manager and our solutions for Deep Learning.