Processors and Semiconductors Reports

Available in June, 2026

High-performance computing (HPC) and AI are increasingly converging around accelerated, heterogeneous processors with each type of processor doing what it does best. For example, the latest platforms combine CPUs with GPUs, application-specific accelerators, high-bandwidth memory and advanced interconnects. The rapid growth of AI has made accelerators the principal source of industry expansion, while scientific computing, simulation, national labs and weather forecasting continue to support demand for conventional HPC systems.  Meanwhile, the HPC and AI processor markets has become less distinct.