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:
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.
Single-User Access ($490): Report is for the sole use of one person, such as for forecasting or product planning. Redistribution or sharing of the reports is prohibited, even internally within the purchasing organization or department. Citation of quotes or data, such as on a web site, in a press release, or for enterprise use, requires approval from Intersect360 Research.
Enterprise-Wide Usage ($2,400): Report can be shared within the purchasing organization—for example, across product, strategy, sales, or forecasting teams. This does not extend to partner organizations, such as suppliers or resellers, but does include contractors working for the purchasing organization. Public citation of quotes or data, such as on a web site or in a press release, requires approval from Intersect360 Research. Advisory service clients are granted enterprise-wide usage rights for all reports in the subscribed service (HPC Advisory Service or Hyperscale Advisory Service), but not reprint rights unless purchased separately.
Reprints ($4,800 per report): Full redistribution rights for some or all of a report, such as for PR purposes, including email, print, web, or other distribution. The reports may not be edited in any way except as approved by Intersect360 Research (such as to excerpt a section or to highlight particular text). An organization must have enterprise usage of a report—either through individual report purchase or advisory service access—to purchase reprints. Contact Intersect360 Research to purchase.