Abstract
Summary
The AI supercomputer market is projected to grow from USD 1.2 billion in 2023 and is expected to reach USD 3.3 billion by 2028, growing at a CAGR of 22.0% from 2023 to 2028. The adoption of AI supercomputers for use in financial institutions is on the rise. Financial institutions use AI supercomputers to assess and manage risk by analyzing historical data, market trends, and economic indicators. AI supercomputers help employ advanced machine learning algorithms to detect fraudulent activities in real-time. They analyze transaction patterns and identify anomalies that may indicate fraudulent behavior, helping to protect both the institution and its customers.
“Processors/Compute in the AI supercomputer market to witness significant growth during the forecast period.”
AI models are typically very large and complex, and they require a lot of compute power to train and run. AI supercomputers often have thousands of GPUs (graphics processing units) or even CPUs (central processing units) to provide the necessary compute power. A processor is specially designed to provide the computational power needed to train and run AI models, it also aids in speeding up AI inference which helps the AI model to make predictions on new data. AI supercomputers use parallel processing to train and run AI models. This means that the AI model is divided into smaller pieces and each piece is processed by a separate processor. This allows AI models to be trained and run much faster. Overall, processors/compute are essential for AI supercomputers because they allow them to train and run large and complex AI models.
“Market for commercial application in the AI supercomputer market to witness the fastest growth during the forecast period. ”
AI supercomputers enable businesses to gain a competitive edge by harnessing the power of AI and high-performance computing for data analysis, predictive modeling, and decision-making. They facilitate innovation, cost reduction, and the development of data-driven strategies, ultimately leading to improved business outcomes and customer satisfaction.
“US is expected to hold the largest market size in North America region during the forecast period.”
US is expected to hold the largest share market size of the AI supercomputer market in North America during the forecast period. The growth of the AI supercomputer market in the country is primarily attributed by the combination of government initiatives, private sector investments, and academic research that drives the growth of AI supercomputers in the US. The country has advanced AI technology, innovations, and initiatives necessary to evolve AI into robust solutions with innovative benefits. The US AI supercomputer market is also being driven by the private sector. Several US companies, such as (IBM Corporation, NVIDIA Corporation, Intel Corporation, and Google, are investing heavily in AI supercomputers to develop and deploy new AI products and services.
• By Company Type: Tier 1 – 52%, Tier 2 – 31%, and Tier 3 – 17%
• By Designation: C-level Executives – 47%, Directors –31%, and Others – 22%
• By Region: North America –36%, Europe – 29%, Asia Pacific– 30%, and RoW – 5%
The report profiles key players in the AI supercomputer market with their respective market ranking analysis. Prominent players profiled in this report include NVIDIA Corporation (US), Intel corporation (US), Advanced Micro Devices, Inc. (US), Samsung Electronics (South Korea), Micron Technology, Inc. (US), IBM Corporation (US), Meta (US) Google (US), Dell Inc. (US), Microsoft (US), Huawei Technologies Co., Ltd. (China) Cerebras (US). Apart from these, Hewlett Packard Enterprise Development LP (US), Fujitsu (Japan), Pezy Group (Netherlands), Tesla (US), Atos SE (France), NEC Corporation (Japan), Oracle (US), Amazon Web Services, Inc. (US), Groq, Inc. (US), MediaTek Inc. (Taiwan), Graphcore (UK), SambaNova Systems Inc. (US), Kalray (France), Kneron Inc. (US), Arm Ltd.(UK), are among a few other key companies in the AI supercomputer market.
Report Coverage
The report defines, describes, and forecasts the AI supercomputer market based on component, application, and region. It provides detailed information regarding drivers, restraints, opportunities, and challenges influencing the growth of the AI supercomputer market. It also analyzes competitive developments such as product launches, acquisitions, expansions, contracts, partnerships, and actions carried out by the key players to grow in the market.
Reasons to Buy This Report
The report will help the market leaders/new entrants in the market with information on the closest approximations of the revenue for the overall AI supercomputer market and the subsegments. The report will help stakeholders understand the competitive landscape and gain more insight to position their business better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provide them with information on key drivers, restraints, opportunities, and challenges.
The report will provide insights into the following pointers:
• Analysis of key drivers (Increased application of AI supercomputers in healthcare sector), restraints (High acquisition and maintenance costs), opportunities (Contribution of AI in development and deployment of autonomous vehicles), and challenges (Long development and deployment cycles) of the AI supercomputer market.
• Product development /Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI supercomputer market.
• Market Development: Comprehensive information about lucrative markets; the report analyses the AI supercomputer market across various regions.
• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI supercomputer market.
• Competitive Assessment: In-depth assessment of market share, growth strategies, and services, offering of leading players like NIVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Samsung Electronics (South Korea), Micron Technology, Inc. (US) among others in the AI supercomputer market.
Table of Contents
1 INTRODUCTION 24
1.1 STUDY OBJECTIVES 24
1.2 MARKET DEFINITION 24
1.2.1 INCLUSIONS AND EXCLUSIONS 25
1.3 STUDY SCOPE 25
1.3.1 MARKETS COVERED 25
1.3.2 REGIONAL SCOPE 26
1.3.3 YEARS CONSIDERED 26
1.4 CURRENCY CONSIDERED 26
1.4.1 USD EXCHANGE RATES 27
1.5 UNITS CONSIDERED 27
1.6 LIMITATIONS 27
1.7 STAKEHOLDERS 27
1.8 IMPACT OF RECESSION 27
2 RESEARCH METHODOLOGY 28
2.1 RESEARCH APPROACH 28
2.1.1 SECONDARY AND PRIMARY RESEARCH 29
2.1.2 SECONDARY DATA 31
- 2.1.2.1 Key data from secondary sources 31
- 2.1.2.2 List of major secondary sources 31
2.1.3 PRIMARY DATA 32
- 2.1.3.1 Primary interviews with experts 32
- 2.1.3.2 Key data from primary sources 33
- 2.1.3.3 Key industry insights 33
- 2.1.3.4 List of key primary respondents 33
- 2.1.3.5 Breakdown of primaries 34
2.2 MARKET SIZE ESTIMATION 34
2.2.1 BOTTOM-UP APPROACH 35
- 2.2.1.1 Approach to derive market size using bottom-up analysis (demand side) 35
2.2.2 TOP-DOWN APPROACH 36
- 2.2.2.1 Approach to derive market size using top-down analysis (supply side) 36
2.3 MARKET BREAKDOWN AND DATA TRIANGULATION 37
2.4 RESEARCH ASSUMPTIONS 37
2.5 PARAMETERS CONSIDERED TO ANALYZE IMPACT OF RECESSION ON AI SUPERCOMPUTER MARKET 38
2.6 RISK ASSESSMENT 38
3 EXECUTIVE SUMMARY 39
4 PREMIUM INSIGHTS 42
4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI SUPERCOMPUTER MARKET 42
4.2 AI SUPERCOMPUTER MARKET, BY COMPONENT 43
4.3 AI SUPERCOMPUTER MARKET, BY APPLICATION 43
4.4 AI SUPERCOMPUTER MARKET IN ASIA PACIFIC, BY APPLICATION AND COUNTRY 44
4.5 AI SUPERCOMPUTER MARKET, BY COUNTRY 44
5 MARKET OVERVIEW 45
5.1 INTRODUCTION 45
5.2 MARKET DYNAMICS 45
5.2.1 DRIVERS 46
- 5.2.1.1 Increased application of AI supercomputers in healthcare industry 46
- 5.2.1.2 Development of complex AI models 47
- 5.2.1.3 High computational power of AI supercomputers 47
- 5.2.1.4 Usage of AI supercomputers in financial institutions 47
5.2.2 RESTRAINTS 48
- 5.2.2.1 High acquisition and maintenance costs 48
- 5.2.2.2 Lack of AI hardware experts and skilled workforce 48
5.2.3 OPPORTUNITIES 49
- 5.2.3.1 Contribution of AI to development and deployment of autonomous vehicles 49
- 5.2.3.2 Adoption of cloud-based AI services by several organizations and researchers 49
5.2.4 CHALLENGES 50
- 5.2.4.1 Long development and deployment cycles 50
- 5.2.4.2 Complexities associated with hardware and software integration 50
5.3 VALUE CHAIN ANALYSIS 51
5.4 TRENDS/DISRUPTIONS IMPACTING CUSTOMERS’ BUSINESSES 52
5.5 ECOSYSTEM MAPPING 52
5.6 PORTER’S FIVE FORCES ANALYSIS 54
5.6.1 THREAT OF NEW ENTRANTS 55
5.6.2 THREAT OF SUBSTITUTES 55
5.6.3 BARGAINING POWER OF SUPPLIERS 56
5.6.4 BARGAINING POWER OF BUYERS 56
5.6.5 INTENSITY OF COMPETITIVE RIVALRY 56
5.7 KEY STAKEHOLDERS AND BUYING CRITERIA 56
5.7.1 KEY STAKEHOLDERS IN BUYING PROCESS 56
5.7.2 BUYING CRITERIA 57
5.8 CASE STUDY ANALYSIS 58
5.8.1 MEMORIAL SLOAN-KETTERING CANCER CENTER DEPLOYS IBM WATSON’S “COGNITIVE COMPUTING” TO SORT MEDICAL DATA 58
5.8.2 BRADESCO (BRAZILIAN BANK) DEPLOYS IBM’S AI-ENABLED COMPUTER SYSTEM TO UNDERSTAND WRITTEN AND SPOKEN QUESTIONS 58
5.8.3 EXOR INTERNATIONAL COLLABORATES WITH INTEL, TELECOM ITALIA (TIM), AND JMA WIRELESS TO BUILD SMART FACTORY 58
5.9 TECHNOLOGY ANALYSIS 59
5.9.1 KEY TECHNOLOGIES 59
- 5.9.1.1 Green computing 59
- 5.9.1.2 Cloud GPUs 59
5.10 TRADE ANALYSIS 60
5.10.1 IMPORT SCENARIO 60
5.10.2 EXPORT SCENARIO 61
5.11 TARIFF ANALYSIS 62
5.12 PATENT ANALYSIS 63
5.13 REGULATORY LANDSCAPE AND STANDARDS 68
5.13.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 68
5.13.2 STANDARDS 70
5.14 KEY CONFERENCES AND EVENTS, 2023-2024 72
5.15 PRICING ANALYSIS 73
5.15.1 AVERAGE SELLING PRICE (ASP) OF PROCESSORS/COMPUTE OFFERED BY TWO KEY PLAYERS 73
5.15.2 AVERAGE SELLING PRICE (ASP) TREND, BY COMPONENT 74
6 AI SUPERCOMPUTER MARKET, BY COMPONENT 75
6.1 INTRODUCTION 76
6.2 PROCESSORS/COMPUTE 77
6.2.1 CENTRAL PROCESSING UNITS (CPUS) 78
- 6.2.1.1 Growing demand for realistic and immersive gaming experiences to foster segmental growth 78
6.2.2 GRAPHICS PROCESSING UNITS (GPUS) 79
- 6.2.2.1 Ability to process multiple layers and millions of parameters in parallel to drive market 79
6.2.3 APPLICATION-SPECIFIC INTEGRATED CIRCUITS (ASICS) 80
- 6.2.3.1 Ability to enhance to overall performance and competitiveness of AI supercomputing systems to foster segmental growth 80
6.2.4 FIELD-PROGRAMMABLE GATE ARRAYS (FPGAS) 80
- 6.2.4.1 Potential to quickly test new and updated algorithms to boost demand 80
6.3 STORAGE 81
6.3.1 EFFICIENT MANAGEMENT AND HANDLING OF VAST AMOUNT OF DATA TO DRIVE MARKET 81
6.4 MEMORY 82
6.4.1 NEED TO OPTIMIZE DATA TRANSFER BETWEEN CPU AND GPU MEMORY TO DRIVE MARKET 82
6.5 INTERCONNECTS 83
6.5.1 ABILITY TO SEAMLESSLY COMMUNICATE AND SHARE DATA BETWEEN HETEROGENEOUS COMPUTING RESOURCES TO BOOST DEMAND 83
7 DEPLOYMENT TYPE OF AI SUPERCOMPUTERS IN ORGANIZATIONS 85
7.1 INTRODUCTION 85
7.2 CLOUD 85
7.2.1 REDUCED OPERATIONAL COSTS, EASY DEPLOYMENT, AND HIGH SCALABILITY TO DRIVE DEMAND 85
7.3 ON-PREMISES 85
7.3.1 CUSTOM DESIGN AND CONFIGURATION WITH SPECIFIC COMPUTATIONAL REQUIREMENTS OF AI WORKLOADS TO DRIVE DEMAND 85
8 AI SUPERCOMPUTER MARKET, BY APPLICATION 86
8.1 INTRODUCTION 87
8.2 GOVERNMENT 88
8.2.1 RISING CYBERSECURITY THREATS TO DRIVE MARKET 88
8.3 ACADEMIA AND RESEARCH 89
8.3.1 GROWING NEED TO RESOLVE COMPLEX SCIENTIFIC PROBLEMS TO DRIVE MARKET 89
8.4 COMMERCIAL 90
8.4.1 GENERATIVE AI 92
- 8.4.1.1 Ability to offer realistic images and videos in entertainment industry to boost demand 92
8.4.2 COMPUTER VISION 92
- 8.4.2.1 Semiautonomous and autonomous cars to create lucrative opportunities for market players 92
8.4.3 DRUG DISCOVERY 92
- 8.4.3.1 Ability to accelerate and optimize drug discovery to boost demand 92
8.4.4 OTHERS 93
9 AI SUPERCOMPUTER MARKET, BY REGION 94
9.1 INTRODUCTION 95
9.2 NORTH AMERICA 96
9.2.1 IMPACT OF RECESSION ON NORTH AMERICA 97
9.2.2 US 99
- 9.2.2.1 Growing private sector investments in developing computing systems to drive market 99
9.2.3 CANADA 100
- 9.2.3.1 Government-led funding for research and development of AI technologies and supercomputing to boost demand 100
9.3 EUROPE 100
9.3.1 IMPACT OF RECESSION ON EUROPE 101
9.3.2 UK 103
- 9.3.2.1 Government-led initiatives for increasing adoption of AI to drive market growth 103
9.3.3 GERMANY 104
- 9.3.3.1 Introduction of Industry 4.0 technologies to boost market growth 104
9.3.4 FRANCE 104
- 9.3.4.1 Growing government funding to startups to drive market 104
9.3.5 REST OF EUROPE 105
9.4 ASIA PACIFIC 105
9.4.1 IMPACT OF RECESSION ON ASIA PACIFIC 105
9.4.2 CHINA 108
- 9.4.2.1 Government-led investments in development AI technologies to drive market 108
9.4.3 JAPAN 108
- 9.4.3.1 Growing deployment of robots in healthcare sector to drive demand 108
9.4.4 INDIA 109
- 9.4.4.1 Growing investment in AI-specific supercomputers to drive market 109
9.4.5 REST OF ASIA PACIFIC 109
9.5 ROW 109
9.5.1 IMPACT OF RECESSION ON ROW 110
9.5.2 MIDDLE EAST & AFRICA 112
- 9.5.2.1 Increasing R&D investments in AI technology to drive market 112
9.5.3 SOUTH AMERICA 112
- 9.5.3.1 Increasing public-private partnerships to boost demand 112
10 COMPETITIVE LANDSCAPE 113
10.1 OVERVIEW 113
10.2 KEY STRATEGIES ADOPTED BY MAJOR PLAYERS 113
10.3 MARKET SHARE ANALYSIS, 2022 115
10.4 REVENUE ANALYSIS, 2020-2022 116
10.5 COMPANY EVALUATION MATRIX, 2022 117
10.5.1 STARS 117
10.5.2 EMERGING LEADERS 117
10.5.3 PERVASIVE PLAYERS 118
10.5.4 PARTICIPANTS 118
10.6 STARTUPS/SMALL AND MEDIUM-SIZED ENTERPRISES (SMES) EVALUATION MATRIX, 2022 119
10.6.1 PROGRESSIVE COMPANIES 120
10.6.2 RESPONSIVE COMPANIES 120
10.6.3 DYNAMIC COMPANIES 120
10.6.4 STARTING BLOCKS 120
10.7 COMPETITIVE BENCHMARKING 121
10.8 COMPANY FOOTPRINT 122
10.9 COMPETITIVE SCENARIOS AND TRENDS 126
10.9.1 PRODUCT LAUNCHES 126
10.9.2 DEALS 127
11 COMPANY PROFILES 128
11.1 KEY PLAYERS 128
11.1.1 NVIDIA CORPORATION 128
11.1.2 INTEL CORPORATION 133
11.1.3 ADVANCED MICRO DEVICES, INC 137
11.1.4 SAMSUNG ELECTRONICS 141
11.1.5 MICRON TECHNOLOGY, INC 145
11.1.6 IBM CORPORATION 148
11.1.7 META 152
11.1.8 DELL INC 154
11.1.9 GOOGLE 157
11.1.10 HUAWEI TECHNOLOGIES CO., LTD 160
11.1.11 MICROSOFT 162
11.1.12 CEREBRAS 165
11.2 OTHER PLAYERS 167
11.2.1 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP 167
11.2.2 FUJITSU 168
11.2.3 PEZY GROUP 168
11.2.4 TESLA 169
11.2.5 ATOS SE 170
11.2.6 NEC CORPORATION 170
11.2.7 ORACLE 171
11.2.8 AMAZON WEB SERVICES, INC 172
11.2.9 GROQ, INC 173
11.2.10 MEDIATEK INC 174
11.2.11 GRAPHCORE 175
11.2.12 SAMBANOVA SYSTEMS, INC 175
11.2.13 KALRAY 176
11.2.14 KNERON, INC 176
11.2.15 ARM LIMITED 177
12 APPENDIX 178
12.1 DISCUSSION GUIDE 178
12.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 180
12.3 CUSTOMIZATION OPTIONS 182
12.4 RELATED REPORTS 182
12.5 AUTHOR DETAILS 183