Intersect360 Research

Happening TODAY and tomorrow in Palo Alto - a lot of great talks from a lot of great companies. Check it out if you can!

Hot Chips 2025 A Symposium on High Performance Chips

Intersect360 Research is proud to present the first report in the "State of the Market" series. This report presents an overview of the technologies and trends shaping the and market in 2025, with a focus on Storage and Data Management.

Worldwide HPC-AI and Enterprise AI | Intersect360 The HPC-AI Leadership Organization (HALO) aims to advance scalable computing in both High Performance Computing (HPC) and Artificial Intelligence (AI).

Did you miss all the great events at ?

Don’t fret - you can catch replays and still get all those great insights.

The Intersect360 Research team had a tremendous time at the show and we thank everyone who played a part in making that happen.

https://isc-hpc.com/ -demand

It's ! Here are the events our team will be at:

Vendor Showdown (Addison Snell)
Date: Tuesday, June 10
Time: 1:00 – 3:00 p.m.
Location: Hall Z

HALO Panel
Panelists: Rupak Biswas, Stephan Schenk, Mark Stickells, Paul Muzio, Steve Conway
Date: Tuesday, June 10
Time: 4:15 – 4:45 p.m.
Location: Eviden booth (K30)

40 Years of ISC (Addison Snell)
Date: Tuesday, June 10
Time: 5:20 – 6:35 p.m.
Location: Hall 4

Women in HPC Tech Talk (Antonia Maar)
Date: Tuesday, June 10
Time: 8:00 p.m.
Location: Hall H

ISC Fishbowl Panel (Addison Snell)
Date: Wednesday, June 11
Time: 1:00 – 2:00 p.m.
Location: Hall 4

SimOps BOF (Addison Snell)
Date: Wednesday, June 11
Time: 4:00 – 5:00 p.m.
Location: Hall E

Looking forward to seeing new and old faces. Come say hi!

We're heading to Hamburg! 🌍

Intersect360 Research is proud to be a media partner for ISC High Performance 2025, June 10–13.

Join us for a week of insights into the future of high performance computing, AI, data analytics, and quantum. Don’t miss Addison Snell and our team on panels, BOFs, and mainstage discussions.

✅ View the full event agenda and register: https://www.isc-hpc.com

🌐 Big news from Intersect360 Research: The global market for AI infrastructure more than doubled last year, reaching $193 billion in 2024.

Our new report breaks down who’s spending, where it’s going, and what’s next, including the rise of sovereign AI and specialized AI cloud providers.

📰 Read the full story here:
https://www.intersect360.com/ai-market-surges-121-to-193-billion-worldwide-in-2024/

AI Market Surges 121% to $193 Billion Worldwide in 2024 | Intersect360 Research HPC Segment Up 24.1% with Uneven Years Ahead in Intersect360 Research Forecast SUNNYVALE, CA—June 3, 2025— The worldwide market for the accelerated and high-performance data center infrastructure that serves artificial intelligence (AI) workloads soared to $193 billion in 2024, up 121% year-over...

Recent tests of Anthropic’s Claude Opus 4 revealed unexpected, agent-like behaviors—raising questions about autonomy, ethics, and AI safety. I360 analyst Steve Conway examines those findings in context, explores competing theories about artificial general intelligence, and considers whether such behaviors reflect true awareness or complex, yet mechanical, language generation.

HAL 2.0: Are Agentic AI Models Starting to Show Consciousness and a Will to Survive? Maybe you recall the famous sequence from the 1968 movie 2001: A Space Odyssey. The spacecraft’s HAL 9000 computer lip-reads that the two resident astronauts believe it is behaving erratically […]

Did you know if you've missed a few episodes of TWIHPC, it's easy to catch up at the link below?:

Podcast Archive | Intersect360 Research | Sunnyvale, CA Intersect360 Research is a market intelligence, research, and consulting advisory practice focused on high-performance data center trends.

On This Week in HPC, Addison Snell and Douglas Eadline take a look at Jensen Huang of NVIDIA's visit to the White House, and analyze the future of the big players in HPC, AI, and hyperscale.

TWIHPC is published every other week, which brings you topical conversations on the latest in the , , and .

This Week In HPC | Intersect360 Research | Sunnyvale, CA Addison Snell analyzes the week's top HPC and AI news stories in this fast-moving and informative podcast.

TOMORROW is SNIA's regional conference by developers, for developers, in Denver Colorado.

Addison Snell will be giving the keynote: State of the HPC-AI Market: Big Questions for 2025 talk. You can still register below:

SDC Denver 2025 By Developers, for Developers SNIA is excited to bring a special edition of our developer conference to Denver. Created by developers for developers, SDC is a premier educational conference dedicated to providing vendor-neutral information on advancements in data technology. Whether you're a softwar...

We're happy to announce that our analysts Addison Snell, Steve Conway, Antonia Maar, and many members of HPC-AI Leadership Organization (HALO) will be presenting at .

Details of their talks and registration can be found at https://isc-hpc.com/

Intersect360 Research and HPC AI Leadership Organization (HALO) launch a new "State of the HPC-AI Market" report series, covering tech trends across systems, storage, quantum, and more.

Reports start June 2025.

Details: https://intersect360.com/industry-study-addresses-needs-outlined-by-hpc-ai-leadership-organization-halo/

Intersect360 Research Announces 'State of the HPC-AI Market' Report Series | Intersect360 Research Industry Study Addresses Needs Outlined by HPC-AI Leadership Organization (HALO) MOUNTAIN VIEW, CA—April 1, 2025— HPC, AI, and hyperscale analyst firm Intersect360 Research today announces its upcoming “State of the HPC-AI Market” report series as part of its research calendar for 2025. The ...