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Already, specialized high-performance computing (HPC) systems based on GPUs can require hundreds of watts per chip at peak power.
Although revenue is more diversified in 2023 with a significant contribution from services revenue, revenue was lower due to lower demand for HPC software and maintenance revenue.
And I'd say, one we continue to take a look at is just education and research, while that was kind of the original market segment for HPC to expand over the years.
But we're seeing the amount - the amount of demand I think we're seeing emerge on the HPC front.
High-performance compute (HPC) has taken off with demand for much more powerful chips, AI has begun to disrupt many industries, while more and more software as a service (SaaS) and infrastructure as a service solutions are being deployed to the cloud.
Source: https://hothardware.com/reviews/amd-bergamo-and-genoa-x-performance-review
Its segments include High-Performance Computing (HPC) and RF Heating.
NVIDIA software stack for AI and HPC forms a deep and wide protective moat.
Source: https://www.forbes.com/sites/karlfreund/2023/01/09/will-amds-mi300-beat-nvidia-in-ai/
“President Biden also reiterated his government’s commitment to work with US Congress to lower barriers to US exports to India of HPC technology and source code,” the statement said.
The European Union has signalled a plan to expand access to its high performance computing (HPC) supercomputers by letting startups use the resource to train AI models.
Source: https://techcrunch.com/2023/09/13/eu-supercomputers-for-ai/
The HPC petition triggered another site inspection by city officials in July, the second time this year they examined the property.
To Muha, that is exactly what HPC has become.
Within that, we expect the Intelligent Edge segment growth to moderate in the HPC & AI segment growth to accelerate.