1、www.HyperionRwww.HyperionRHyperion ResearchMarket UpdateMay 2026Earl Joseph,Bob Sorensen,Mark Nossokoff,Tom Sorensen,and Jaclyn LudemaHyperion Research Team2 Hyperion Research 2026Earl Joseph CEO Hyperion ResearchExecutive Director HPC/AI User ForumJean Sorensen Chief Operating OfficerHR DirectorBob
2、 Sorensen Senior Vice President of ResearchChief Quantum Computing AnalystLead AI AnalystMark Nossokoff Research DirectorChief Storage AnalystLead Cloud AnalystJaclyn Ludema Lead Sustainability AnalystCloud AnalystThomas Sorensen Principal Analyst AI/HPC Mike Thorp Senior Global Account ExecutiveExa
3、mple Research Areas Traditional HPC AI for Science Cloud Computing Quantum Computing Storage&Data Interconnects Software&Applications The ROI and Scientific Returns from HPC Power&Cooling Tracking Processor Types&Growth Rates R&D and Engineering Success Stories Supply Chain Issues Sustainability Hyp
4、erion Research 20263(www.HyperionR&www.HPCUserF)4HPC/AI MarketUpdate Hyperion Research 20262025 Was a Strong Growth Year15.0%growth in on-premises servers29.7%growth in the use of cloudsOver$70 billion in total spending Hyperion Research 2026516.9%overall growth in spending!2025 HPC/AI Market By Ven
5、dor Hyperion Research 20266On-prem sever sales were just under$30 billion in 20262025 HPC/AI Market By Segment Hyperion Research 20267Supercomputers($10M-$150M)is the largest segment at$9.5 billion2025 HPC/AI Market By Vertical Hyperion Research 20268Five verticals are now over$2 billion,and two are
6、 over$4 billionCloud Computing for HPC/AI Hyperion Research 20269Projected to reach close to$30 billion by 2030Grew close to 30%in 2025The HPC/AI Market Should See Growth in 2026The global economic situation and changing trade rules could have a major impact to IT build outs in 2026Non-science AI sy