Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) continue to gain share in the competitive supercomputer race.
According to Wells Fargo analysts, the two chipmaking giants are expanding their presence in high-end supercomputing at a steady pace, a key indicator of competitive positioning in the semiconductor space.
Specifically, NVIDIA GPU cores deployed outside China rose 34% year-over-year, with 196 systems using NVIDIA GPUs.
Meanwhile, AMD's share gains continued on the June 2024 Top500 list, with 157 systems based on AMD EPYC CPUs, up from 140 in November 2023, 121 in June 2023, and 101 in November 2022.
AMD EPYC CPU cores within the Top500 list expanded to approximately 16.82 million (26% share), up from around 15.2 million (24% share) and 11.81 million (20%) in the November 2023 and June 2023 lists, respectively.
“16 systems are now utilizing Genoa up from 5 in the prior iteration while 74 use Milan vs. 66 in the prior and 58 in the year-ago period,” analysts noted.
Overall, the June 2024 Top500 list now includes 196 systems with accelerators, up from 186 in November 2023.
NVIDIA GPUs are used in 172 systems, making up 52% of accelerator cores outside China. AMD GPUs are in 14 systems, accounting for 28% of cores, up from 11 previously, while Intel (NASDAQ:INTC) GPUs represent 20% of cores, driven by Aurora's Max Series GPU.