By Senad Karaahmetovic

Vivek Arjaya, Bank of America Analyst has taken a look at the Top 500 supercomputers lists released by Top500.org.

This semi-annual ranking focuses on machines that have been installed in government labs and universities. An analyst pointed out that compute performance in the Top 500 has increased by +45%, HoH.

Arya shared the key points he took away from the Top 500 updated list.

“(1) 166 systems now use accelerators (up 11% HoH/14% YoY), representing a 33% attach rate (up 320bps HoH/420bps YoY). It could have a positive impact on broader semis. This may signal an increase in accelerated adoption for the rest of cloud/datacenter markets (we est.

BofA analysts expect to see NVIDIA and AMD (NASDAQ) as the key beneficiaries as large players invest more in high-performance computing technology.

However, an analyst maintained an Underperform rating of Intel (NASDAQ:), despite continuing CPU share losses.