Nov 2021 Market Update

Presentation Information


  • Worldwide HPC market recovers to reach $60.2 billion in 2025.
  • Cloud will continue to grow at over 20% CAGR on top of very high growth 2020.
  • AI supports ongoing growth of both HPC and cloud.
  • HPC market will rebound in 2021 from COVID-19 echo-effect as sales cycles come back in.
  • HPC server revenue growth will continue to concentrate in larger configurations.
  • Fueled in part by Exascale computing
  • Lower-end systems have higher replacement by cloud computing
  • Entry-level HPC servers will be essentially flat after COVID-19 rebound
  • At this point, we do not anticipate full-year, supply-side effect of microprocessor shortage.
  • New comprehensive Intersect360 Research study on HPC software environments
  • Upcoming Winter Classic Student Cluster Competition
  • Look ahead to SC21