In this deck from the Swiss HPC Conference, Addison Snell from Intersect360 Research presents: The New HPC. "Intersect360 Research returns with an annual deep dive into the trends, technologies and usage models that will be propelling the HPC community through 2017 and beyond. Emerging areas of focus and opportunities to expand will be explored along with insightful observations needed to support measurably positive decision making within your operations.” Watch the video: https://wp.me/p3RLHQ-k9I Learn more: http://intersect360research.com and http://hpcadvisorycouncil.com/events/2019/swiss-workshop/agenda.php Sign up for our insideHPC Newsletter: http://insidehpc.com/newsletter

1. The New HPC
HPC and AI Advisory Council, April 2019
Addison Snell
addison@intersect360.com

2. Traditional Supercomputing
All images from Barcelona Supercomputing Center website, http://www.bsc.es

3. Extending Commercial HPC

4. The New HPC

5. 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

6. AI / Deep Learning / Machine Learning
• Roughly $4.5 Billion dedicated to machine learning in
2017; 95% 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

7. Use of Machine Learning at HPC Sites

8. HPC 2017 vs. 2016
2016 2017
$35.4 B$34.8 B
Other Other
$1.1B
Report: Worldwide High Performance Computing 2017 Total
Market Model and 2018–2022 Forecast: Products and Services

9. HPC Forecast: Products and Services
-
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
35,000,000
40,000,000
45,000,000
50,000,000
2017 2018 2019 2020 2021 2022
Other
Cloud
Networks
Software
Services
Storage
Servers
($000)
Report: Worldwide High Performance Computing 2017 Total
Market Model and 2018–2022 Forecast: Products and Services
Budget outlooks have improved,
especially in government sector
HPC User Budget Map: Budget Outlooks

10. HPC Server Classes
-
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
2016 2017
Supercomputers (> $1.5M)
High-End ($250K to $1.5M)
Midrange ($50K to $250K)
Entry Level (< $50K)
Highest
growth
Lowest
growth
Report: Worldwide High Performance Computing 2017 Total
Market Model and 2018–2022 Forecast: HPC Server Class

11. HPC Server Shares, 2017
HPE
Dell
Lenovo
IBM
Atos/Bull
Cray
Inspur
Fujitsu
Huawei
Penguin
Others
Grew faster
than market
Grew along
with market
Grew slower
than market
Declined
Report: Worldwide High Performance Computing 2017 Total
Market Model: HPC Server Revenue Shares

12. Site Census Survey:
Top Named System Suppliers
AWS is the top named cloud vendor, 1.5%

13. Dell EMC
NetApp
HPE
IBM
HDS
DDN
Atos/Bull
Panasas
Fujitsu
Others
HPC Storage Shares, 2017
Grew faster
than market
Grew along
with market
Grew slower
than market
Declined
Report: Worldwide High Performance Computing 2017 Total
Market Model: HPC Storage Revenue Shares

14. Site Census Survey:
Top Named Storage Suppliers
AWS is the top named cloud vendor, 4.4%

15. Academic/Not-for-profit:
National security
National research lab
National agency
State or local government
Financial ServicesLarge product
manufacturing
Bio-sciences
Energy
Consumer product
manufacturing
Retail
Chemical
Electronics
Media & Entertainment Transportation Other
commercial
Who Uses HPC
(HPC 2017 Spending by Vertical Market)
Academic,
17.7%
Government,
25.7%
Commercial,
56.6%

16. Academic/Not-for-profit:
National security
National research lab
National agency
State or local government
Financial ServicesLarge product
manufacturing
Bio-sciences
Energy
Consumer product
manufacturing
Retail
Chemical
Electronics
Media & Entertainment Transportation Other
commercial
Who Uses HPC
(HPC 2017 Spending by Vertical Market)
Academic,
17.7%
Government,
25.7%
Commercial,
56.6%

17. System Interconnects
by Year Last Modified
• By year last modified, InfiniBand continues to be the most frequently
installed system interconnect. Ethernet 10G or faster and Omni-Path
installations are growing faster than InfiniBand installations.
• For the highest performance system interconnects, Omni-Path captured
some of the Ethernet 100G business.
• Up to two unique system interconnects were allowed per system. The same
interconnect type is only counted once per system.
The Highest Performance System Interconnect
Types
System Interconnect Types, Total Sites

18. Top Interconnects/Network Suppliers
• In all locales, two vendors account for over 50% of the mentions, with Mellanox
being the only top supplier in all three locales. Entries not specifying supplier were
not included in total.
• Compared to 2017 Total Sites share of mentions:
• Mellanox gained 1% share for storage networks. In other locales, Mellanox’s
share remained the same as last year.
• Cisco Systems gained 2% share for storage network and 1% share for LANs.
• Intel gained 3% share in system interconnects for Omni-Path.
Top System Interconnect Suppliers Top Storage Network Suppliers Top LAN Suppliers

19. • Three-fourths of applications reported were Open Source or ISV
software (generally-available applications).
• Top applications are primarily used for traditional HPC application –
chemistry, fluid dynamics, structural analysis, and weather
forecasting.
Top Generally-Available Applications

20. A Look Ahead to 2019
• Early indicators suggest strong growth
• AI-augmented HPC begins to take shape
• Processor wars will be fought in software
– Critical tests for ARM
– Welcome back, AMD!
• Storage tiers proliferate
• Battle to possess data intensifies
• Acquisition targets:
– Cloud managed services for AWS
– Middleware expertise

21. The New HPC
HPC and AI Advisory Council, February 2019
Addison Snell
addison@intersect360.com