HPC Market Update October Addison Snell Christopher Willard, Ph.D. Laura Segervall

Transcription

1 HPC Market Update October 2018 Addison Snell Christopher Willard, Ph.D. Laura Segervall

2 HPC Market for 2017 Total worldwide HPC market (servers, storage, software, etc.) reached $35.4 billion in 2017, up 1.6% from 2016 Demand-side indicators were up; supply-side indicators were down. What happened? Large increase in spending on power and cooling in commercial sites (over half of market); masked by moving out-of-budget Cloud had a breakout year Storage was weak relative to server spending (GPUs) Some vendors did well in HPC, poorly in other enterprise servers The software and services categories both declined Data cited from multiple forecast and survey reports. Inquire with Intersect360 Research, info@intersect360.com.

3 HPC 2017 vs $34.8 B Other $35.4 B Other $1.1B Market Model and Forecast: Products and Services

4 HPC Cloud 2017 vs ($000) All cloud categories grew Other Infrastructure hosting (IaaS, PaaS) Application hosting (SaaS) Storage Raw cycles Raw cycles grew only along with overall market for compute Market Model and Forecast: Cloud Categories

5 HPC Forecast: Products and Services 50,000,000 45,000,000 Budget outlooks have improved, especially in government sector HPC User Budget Map: Budget Outlooks 40,000,000 35,000,000 ($000) 30,000,000 25,000,000 20,000,000 15,000,000 Other Cloud Networks Software Services Storage Servers 10,000,000 5,000, Market Model and Forecast: Products and Services

6 Drivers for HPC: Fundamental Drivers There is always more science to do There are always harder problems to solve Most HPC usage is commercial Plus: AI! Drivers for HPC in Cloud: Suitable to variable workloads Availability of high-performance components Maturation of licensing models Plus: AI! Market Model and Forecast: Products and Services Market Model and Forecast: Cloud Categories

7 HPC Server Classes 12,000,000 10,000,000 Highest growth 8,000,000 6,000,000 4,000,000 Supercomputers (> $1.5M) High-End ($250K to $1.5M) Midrange ($50K to $250K) Entry Level (< $50K) 2,000,000 - Lowest growth Market Model and Forecast: HPC Server Class

8 HPC 2017 Revenue by Vertical Media & Entertainment Chemical Retail Electronics Transportation Other commercial Academic/Not-for-profit: Academic, 17.7% Consumer product manufacturing Energy National security Commercial, 56.6% Bio-sciences National research lab Government, 25.7% Large product manufacturing Financial Services National agency State or local government Market Model and Forecast: Vertical Markets

9 HPC 2017 Revenue by Vertical Media & Entertainment Chemical Retail Electronics Transportation Other commercial Academic/Not-for-profit: Academic, 17.7% Consumer product manufacturing Energy National security Commercial, 56.6% Bio-sciences National research lab Government, 25.7% Large product manufacturing Financial Services National agency State or local government Market Model and Forecast: Vertical Markets

10 HPC Server Shares, 2017 Penguin Huawei Fujitsu Inspur Cray Atos/Bull IBM Others HPE Grew faster than market Grew along with market Grew slower than market Declined Lenovo Dell Market Model: HPC Server Revenue Shares

11 HPC Storage Shares, 2017 Fujitsu Panasas Atos/Bull DDN HDS Others Dell EMC NetApp Grew faster than market Grew along with market Grew slower than market Declined IBM HPE Market Model: HPC Storage Revenue Shares

12 Hyperscale Market in 2017 Grew 25% Y/Y to $44B ($35B in 2016) Consolidating further into Tier 1 Orgs spending over $1B/year on IT Nine Tier 1 companies in 2017 Eight in 2016 One more just missed in 2017 Market is through its original major expansion, now entering consolidation phase

13 AI / Deep Learning / Machine Learning Roughly $4.5 Billion dedicated to machine learning in 2017; >90% comes from Hyperscale Within HPC, most advanced use cases are in finance We are monitoring spending patterns Are budgets increasing? What is the effect on configurations? On premise versus cloud 56% of HPC organizations are running machine learning Usually with same hardware as HPC Often with changes to configuration, particularly with GPUs Little effect on overall budgets compared to what was planned To the extent that it is done as part of an HPC environment, it is already counted in our numbers Report: Machine Learning s Impact on HPC

14 Use of Machine Learning at HPC Sites In every sector, more than half of the respondents were either running or investigating whether to implement machine learning at their organization. More academic site were currently running machine learning programs today than other sectors. We assume much of this use is supporting research efforts. Very few sites (~10%) were not running nor investigating machine learning.

15 HPC Market Update October 2018 Addison Snell Christopher Willard, Ph.D. Laura Segervall