Around the HPC World in 81 Slides with IDC

By John Russell

June 21, 2016

IDC presented its annual HPC Update at ISC yesterday. As usual it was a whirlwind tour encompassing HPC market data, technology trends, new IDC initiatives, announcement of the ISC16 Innovation Award recipients, and an update on IDC’s DOE-funded study to demonstrate HPC’s ROI. Small wonder it required an 81-slide deck with Earl Joseph and Bob Sorensen of IDC ably sharing the presenter duties.

Before plunging into the details here are a few key summary bullets:

  • 2015 was an excellent year (11 percent revenue growth) but 2016 is likely to be only “OK’. That said, HPC remains a growth market with the migration of HPC to the cloud and growing recognition of HPC’s strategic value as key market drivers. The forecast for 2015-2020 server growth, however, is a modest 5.9 percent.
  • Vendor positions “shifted greatly” and will keep shuffling according IDC. This year’s winner in supercomputers is Hewlett Packard Enterprise among named vendors while the unglamorous ‘Other’ category, a bit of a catchall bucket, is growing in size and impact reported IDC. Joseph said IDC is thinking about identifying some of the companies lumped together in the category.
  • The formative HPDA continues its growth and will expand vendor opportunities, said Joseph. So will machine learning, cognitive computing, and IoT. Encouragingly HPC ROI numbers are even higher than first indicated in IDC’s pilot study – the latest data suggest $1 invested produces $673 in revenue and $44 in profits (or savings) though Joseph added a caution. On the downside, software remains the number one roadblock for users, cluster management is still not trivial, and
  • Here comes China. Rumors had swirled for some time but the sudden reality of China’s new supercomputer (the Sunway TaihuLight system, 40,960 nodes and 10,649,600 cores and 1.31 PB of memory) appearing atop the latest Top500 list will cause consternation in many quarters. The new computing colossus is also complicating IDC’s efforts to size the supercomputer market because IDC isn’t sure how to count it, says Joseph. No matter how it ends up being counted, it changes the landscape.

IDC.ISC.HPC SERVER MKTHere’s a quick look at IDC’s top line HPC revenue numbers. 2015 server market sales are shown on the first slide followed by IDC’s five-year forecast below. The trend moving forward is positive but hardly bullish.

In terms of the overall HPC market, storage is still the fastest growing segment. IDC estimate 2015 revenue at $4.7B growing to $6.7B in 2019 – that’s 9.4 percent CAGR and indicative of the growth of big data and HPDA requirements. Servers and services are forecast to grow 7.7percent over the same time period. Virtually no growth is forecast for any server segment for the 2019-2020 period pulling down its five-year growth average to 5.9 percent as noted earlier.

Joseph noted the supercomputer segment in particular poses several challenges in characterizing. Sales cycles are variable and one or two big contracts can change revenue totals. The supercomputer market sales curve still has that roller coaster shape. “If you look at just the top three or four supercomputers sold each year, that’s what is causing all the variation here,” he said.

Taking about Sunway, he said “There are a number of definitions as to how it fits our data structure and we have to determine was it actually sold to somebody or was it self-built. At the moment it looks like it might have been self built. If it is self built it doesn’t go into our data structure because we don’t track things that are not built by [one party] and then sold to someone else.” He says it will be a month before they sort how to account for Sunway – if it is not included the segment will show no growth in 2016.

IDC.ISC.WW HPC SERVER FORECAST

HPE/HP (2015 sales) led the pack of ten named supercomputer suppliers with $1.2B. Cray was nearest ($583M), followed by Lenovo ($391M), NEC ($138M), Fujitsu ($106M), SGI ($88M), Dell ($54M), Bull Atos ($41M) and Sugon ($13M). The ‘Other’ category was actually third with $422M.

You can see quickly see how big the ‘other’ category has become, says Sorensen adding, “It’s a collection of vendors that are either too small to be included individually or who don’t want their actual numbers broken out in any great detail. What we are finding is this other category is growing rather aggressively.”

Having followed the HPDA market for time now, IDC continues to refine how it tracks the space. Joseph said IDC recently begun characterizing HPDA in four categories:

  • Fraud and anomaly detection. This “horizontal” workload segment centers around identifying harmful or potentially harmful patterns and causes using graph analysis, semantic analysis, or other high performance analytics techniques. The patterns may point to fraud, which is the deceptive exploitation or annotation of data for wrongful or illegal personal gain, or they may point to cyber security crime or insider threats, significant errors, or other anomalies that may deserve further investigation.
  • Marketing. This segment covers the use of HPDA to promote products or services, typically using complex algorithms to discern potential customers’ demographics, buying preferences and habits.
  • Business intelligence. The workload segment uses HPDA to identify opportunities to advance the market position and competitiveness of businesses, by better understanding themselves, their competitors, and the evolving dynamics of the markets they participate in.
  • Other Commercial HPDA. This catchall segment includes all commercial HPDA workloads other than the three just described. Over time, IDC expects some of these workloads to become significant enough to split out of this “other” category and command their own segments. An example of such a high-potential workload is the use of HPDA to manage large IT infrastructures, ranging from on premise data centers to public clouds and Internet-of-Things (IoT) infrastructures.

Joseph said IDC plans to add segments but how many and when isn’t set.

There were few surprises on IDC hit list of important technologies. Despite Intel’s current dominance in the processor world, a point hammered home at ISC this week with release of Xeon Phi/KNL to general availability, the camp of alternatives continues to grow rather than shrink. The interconnect battle between Intel Omni-Path and Mellanox InfiniBand is also now in full swing said Sorensen. Shown here are some of the technologies IDC.ISC.TOP TECH TRENDSIDC is watching closely

Software challenges are perhaps even more vexing, said Sorensen noting wryly the rush to use the word open – as in OpenHPC, OpenCL, Open ACC, Open Stack, Open Power, an Open Compute (his list).

IDC touched on two new DOE-funded initiatives it’s undertaking. One is a program to track exascale activity around the world. Sorensen explained, “[The idea] is to track, on a quarterly basis, where are the projects, who are the principal investigators, what’s the level of funding, what are the research goals.”

As part of the grant, IDC is supposed to share its results with the HPC community. “Part of the reason this is being made available to the whole community is to help government users and vendor figure out where is the best place to make an R&D investment. The tracking will show holes, where things are missing,” he said.

The mechanism hasn’t yet been sorted out but IDC plans to create a data structure and repository that’s updated every quarter and is made available. “We’d very much like to do it by Supercomputing (November) but I have to say I think we’re going to miss that by about a month.”

The other effort is around cyber security. IDC has already done one study examining problems and practices in how organizations handle cyber security. As described by Sorensen, the results of the early work are not especially comforting. For example, the study reveled that detecting a breach can take a couple of years from the time of its occurrence. “Worse,” said Sorensen, “when something like that happens, rather than fix the problem, organization often simply opt by more insurance.”

IDC.ISC.SECURITYThe first study was done in the summer of 2015. This next phase will drill down further in an effort to identify effective technologies and best practices. Cyber security isn’t necessarily an HPC issue, agrees Sorensen, but it usually is a HPDA issue and often other HPC elements can be deployed. A few conclusions from the first study are shown here.

The 2016 study is designed “to obtain relevant, useful information from large US organizations concerning their cyber security challenges and how they’re addressing those challenges from strategic, proactive, reactive, and crisis management perspectives.” A critical element in the study, says IDC, is exploring the role that HPDA/Big Data analytics can play in advanced cyber security.

Besides discussing the new DOE sponsored programs, IDC also provided an update on its various efforts to establish ROI metrics for HPC. This project has been going on for some time. The early pilot program produced very promising results (HPC ROI: Invest a Dollar to Make $500-plus Reports IDC). IDC has since moved been working on building up the number of samples in the study to refine the results and increase confidence in them.

IDC.ISC.ROIThe new results shown were rather dramatically higher that the pilot, making some in the audience wondered how that could be. Joseph agreed.

“The initial work was to create the model. Now we are at the large scale data collection [stage],” said Joseph. “Our feeling right now is we are going to need about 2000 samples” to have solid confidence in the results. Even so, said Joseph, DOE was now encouraging IDC “to getting the data out to the community more frequently and to create much more information about HPC’s job creation potential.”

Subscribe to HPCwire's Weekly Update!

Be the most informed person in the room! Stay ahead of the tech trends with industy updates delivered to you every week!

At SC18: Humanitarianism Amid Boom Times for HPC

November 14, 2018

At SC18 in Dallas, the feeling on the ground is one of forward-looking buoyancy. Like boom times that cycle through the Texas oil fields, the HPC industry is enjoying a prosperity seen only every few decades, one driven Read more…

By Doug Black

Nvidia’s Jensen Huang Delivers Vision for the New HPC

November 14, 2018

For nearly two hours on Monday at SC18, Jensen Huang, CEO of Nvidia, presented his expansive view of the future of HPC (and computing in general) as only he can do. Animated. Backstopped by a stream of data charts, produ Read more…

By John Russell

New Panasas High Performance Storage Straddles Commercial-Traditional HPC

November 13, 2018

High performance storage vendor Panasas has launched a new version of its ActiveStor product line this morning featuring what the company said is the industry’s first plug-and-play, portable parallel file system that d Read more…

By Doug Black

HPE Extreme Performance Solutions

AI Can Be Scary. But Choosing the Wrong Partners Can Be Mortifying!

As you continue to dive deeper into AI, you will discover it is more than just deep learning. AI is an extremely complex set of machine learning, deep learning, reinforcement, and analytics algorithms with varying compute, storage, memory, and communications needs. Read more…

IBM Accelerated Insights

New Data Management Techniques for Intelligent Simulations

The trend in high performance supercomputer design has evolved – from providing maximum compute capability for complex scalable science applications, to capacity computing utilizing efficient, cost-effective computing power for solving a small number of large problems or a large number of small problems. Read more…

SC18 Student Cluster Competition – Revealing the Field

November 13, 2018

It’s November again and we’re almost ready for the kick-off of one of the greatest computer sports events in the world – the SC Student Cluster Competition. This is the twelfth time that teams of university undergr Read more…

By Dan Olds

At SC18: Humanitarianism Amid Boom Times for HPC

November 14, 2018

At SC18 in Dallas, the feeling on the ground is one of forward-looking buoyancy. Like boom times that cycle through the Texas oil fields, the HPC industry is en Read more…

By Doug Black

Nvidia’s Jensen Huang Delivers Vision for the New HPC

November 14, 2018

For nearly two hours on Monday at SC18, Jensen Huang, CEO of Nvidia, presented his expansive view of the future of HPC (and computing in general) as only he can Read more…

By John Russell

New Panasas High Performance Storage Straddles Commercial-Traditional HPC

November 13, 2018

High performance storage vendor Panasas has launched a new version of its ActiveStor product line this morning featuring what the company said is the industry Read more…

By Doug Black

SC18 Student Cluster Competition – Revealing the Field

November 13, 2018

It’s November again and we’re almost ready for the kick-off of one of the greatest computer sports events in the world – the SC Student Cluster Competitio Read more…

By Dan Olds

US Leads Supercomputing with #1, #2 Systems & Petascale Arm

November 12, 2018

The 31st Supercomputing Conference (SC) - commemorating 30 years since the first Supercomputing in 1988 - kicked off in Dallas yesterday, taking over the Kay Ba Read more…

By Tiffany Trader

OpenACC Talks Up Summit and Community Momentum at SC18

November 12, 2018

OpenACC – the directives-based parallel programing model for optimizing applications on heterogeneous architectures – is showcasing user traction and HPC im Read more…

By John Russell

How ASCI Revolutionized the World of High-Performance Computing and Advanced Modeling and Simulation

November 9, 2018

The 1993 Supercomputing Conference was held in Portland, Oregon. That conference and it’s show floor provided a good snapshot of the uncertainty that U.S. supercomputing was facing in the early 1990s. Many of the companies exhibiting that year would soon be gone, either bankrupt or acquired by somebody else. Read more…

By Alex R. Larzelere

At SC18: GM, Boeing, Deere, BP Talk Enterprise HPC Strategies

November 9, 2018

SC18 in Dallas (Nov.11-16) will feature an impressive series of sessions focused on the enterprise HPC deployments at some of the largest industrial companies: Read more…

By Doug Black

Cray Unveils Shasta, Lands NERSC-9 Contract

October 30, 2018

Cray revealed today the details of its next-gen supercomputing architecture, Shasta, selected to be the next flagship system at NERSC. We've known of the code-name "Shasta" since the Argonne slice of the CORAL project was announced in 2015 and although the details of that plan have changed considerably, Cray didn't slow down its timeline for Shasta. Read more…

By Tiffany Trader

TACC Wins Next NSF-funded Major Supercomputer

July 30, 2018

The Texas Advanced Computing Center (TACC) has won the next NSF-funded big supercomputer beating out rivals including the National Center for Supercomputing Ap Read more…

By John Russell

IBM at Hot Chips: What’s Next for Power

August 23, 2018

With processor, memory and networking technologies all racing to fill in for an ailing Moore’s law, the era of the heterogeneous datacenter is well underway, Read more…

By Tiffany Trader

Requiem for a Phi: Knights Landing Discontinued

July 25, 2018

On Monday, Intel made public its end of life strategy for the Knights Landing "KNL" Phi product set. The announcement makes official what has already been wide Read more…

By Tiffany Trader

House Passes $1.275B National Quantum Initiative

September 17, 2018

Last Thursday the U.S. House of Representatives passed the National Quantum Initiative Act (NQIA) intended to accelerate quantum computing research and developm Read more…

By John Russell

CERN Project Sees Orders-of-Magnitude Speedup with AI Approach

August 14, 2018

An award-winning effort at CERN has demonstrated potential to significantly change how the physics based modeling and simulation communities view machine learni Read more…

By Rob Farber

Summit Supercomputer is Already Making its Mark on Science

September 20, 2018

Summit, now the fastest supercomputer in the world, is quickly making its mark in science – five of the six finalists just announced for the prestigious 2018 Read more…

By John Russell

New Deep Learning Algorithm Solves Rubik’s Cube

July 25, 2018

Solving (and attempting to solve) Rubik’s Cube has delighted millions of puzzle lovers since 1974 when the cube was invented by Hungarian sculptor and archite Read more…

By John Russell

Leading Solution Providers

US Leads Supercomputing with #1, #2 Systems & Petascale Arm

November 12, 2018

The 31st Supercomputing Conference (SC) - commemorating 30 years since the first Supercomputing in 1988 - kicked off in Dallas yesterday, taking over the Kay Ba Read more…

By Tiffany Trader

TACC’s ‘Frontera’ Supercomputer Expands Horizon for Extreme-Scale Science

August 29, 2018

The National Science Foundation and the Texas Advanced Computing Center announced today that a new system, called Frontera, will overtake Stampede 2 as the fast Read more…

By Tiffany Trader

HPE No. 1, IBM Surges, in ‘Bucking Bronco’ High Performance Server Market

September 27, 2018

Riding healthy U.S. and global economies, strong demand for AI-capable hardware and other tailwind trends, the high performance computing server market jumped 28 percent in the second quarter 2018 to $3.7 billion, up from $2.9 billion for the same period last year, according to industry analyst firm Hyperion Research. Read more…

By Doug Black

Intel Announces Cooper Lake, Advances AI Strategy

August 9, 2018

Intel's chief datacenter exec Navin Shenoy kicked off the company's Data-Centric Innovation Summit Wednesday, the day-long program devoted to Intel's datacenter Read more…

By Tiffany Trader

Germany Celebrates Launch of Two Fastest Supercomputers

September 26, 2018

The new high-performance computer SuperMUC-NG at the Leibniz Supercomputing Center (LRZ) in Garching is the fastest computer in Germany and one of the fastest i Read more…

By Tiffany Trader

Houston to Field Massive, ‘Geophysically Configured’ Cloud Supercomputer

October 11, 2018

Based on some news stories out today, one might get the impression that the next system to crack number one on the Top500 would be an industrial oil and gas mon Read more…

By Tiffany Trader

MLPerf – Will New Machine Learning Benchmark Help Propel AI Forward?

May 2, 2018

Let the AI benchmarking wars begin. Today, a diverse group from academia and industry – Google, Baidu, Intel, AMD, Harvard, and Stanford among them – releas Read more…

By John Russell

Google Releases Machine Learning “What-If” Analysis Tool

September 12, 2018

Training machine learning models has long been time-consuming process. Yesterday, Google released a “What-If Tool” for probing how data point changes affect a model’s prediction. The new tool is being launched as a new feature of the open source TensorBoard web application... Read more…

By John Russell

  • arrow
  • Click Here for More Headlines
  • arrow
Do NOT follow this link or you will be banned from the site!
Share This