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Bank of America analyst Vivek Arya has reflected on the latest Top 500 supercomputers list, released by Top500.org.
The semi-annual list is focused on the most powerful machines installed by governments, national labs, and universities. The analyst noted that the compute performance across the Top 500 is up +45% HoH.
Arya shared his key takeaways from the updated Top 500 list.
“(1) 166 systems now use accelerators (up 11% HoH/14% YoY), representing a 33% attach rate (up 320bps HoH/420bps YoY). This could be particularly positive for broader semis, potentially signaling increased accelerated adoption for rest of cloud/data center market (we est. 15% share); (2) NVDA’s accelerator share is around 93% of total systems, but 8 systems now utilize AMD accelerators, accounting for a record 5% of systems; and (3) AMD’s CPU share is now ~19% (growing 400bps HoH/880bps YoY),” Arya told clients in a note.
The BofA analyst expects to see NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) as key beneficiaries, as major players continue to invest in the development of high-performance computing tech.
On the other hand, the analyst reiterated an Underperform rating on Intel (NASDAQ:INTC) given the continued CPU share losses.
