Draft, not yet released. In stewardship review. Not indexed until the first approved release.

Methodology

How the edition was made: methods, the model card, the evidence cut and its age, the acceptance record and the glossary.

13 min read0 figures13 tables17 notesNR-XTECH-HPC-GLOBAL-2026-BASELINE

Contents
  1. ·Edition home
  2. ·Executive summary
  3. 1HPC is power, cooling and policy before it is speed
  4. 2Key findings
  5. 3Systems and sectors at baseline
  6. 4Risks and capability
  7. 5Power and siting limits meet fast-growing demand
  8. 6Readings from the other desks
  9. 7The 2027 agenda
  10. 8Systems in depth
  11. AMethodology
    1. A.1 Methods
    2. A.2 Model card, HPC System Model v0
    3. A.3 The baseline evidence cut
    4. A.4 Evidence age and coverage
    5. A.5 Evidence cards, two anchor sources
    6. A.6 Publication acceptance record
    7. A.7 Status words
    8. A.8 How the edition is made, released and corrected
    9. A.9 Glossary and abbreviations
    10. A.10 Technical annex
  12. BData appendix
  13. CReferences and record
  14. ·Complete edition, for print

A.1Methods

The global baseline uses published values and four simple derivations. Each is shown in full so that any reader can reproduce it.

Table A.1Methods
No.DerivationCalculationResult
(1)Combined power of the five largest systems, June 202642,220 + 29,685 + 24,607 + 38,698 + 15,794 kW151,004 kW, about 151 MW
(2)Growth of combined list performance in six months18.73 ÷ 14.99about 1.25 times
(3)Share of listed systems that use accelerators276 ÷ 50055.2%
(4)Ratio of El Capitan HPL-MxP to Linpack16.7 ÷ 1.809about 9.2 times
Table A.2Coupling strength scale (matrix and model card)
StrengthDefinition
STRONGa disruption in the source system has historically changed the target system’s service or output within one season, in more than one region
MODERATEan effect is documented but buffered or slower
WEAKan effect is plausible but not documented at global scale
Table A.3Status grammar
LabelRule
Reportedvalue as issued by its source, with year
Inferredreasoned from cited evidence; never a measurement
EstimatedNexus analytical value with stated method
Scenarioconditional on stated assumptions
Expert inputstructured editorial judgement awaiting evidence

A.2Model card, HPC System Model v0

Model ID
MDL-XT07-HPC · v0.1
Purpose
represent HPC and advanced computing as infrastructure coupled to electricity, cooling, chips, public funding, workforce and security policy
Family
graph-based system of systems
Inputs
the cited sources of this edition; no proprietary data
Method
expert-specified coupling strengths (STRONG · MODERATE · WEAK) from assessments and analogue events
Validation
none yet, first validation against federation evidence in 2027
Uncertainty
qualitative; strengths are hypotheses, not measurements
Domain of validity
global scale; not for asset-, site- or country-level use
Reproducibility
strength table and sources published in this edition
20couplings

typed in v0

0strong

documented within one season

0moderate

documented, buffered

20weak

plausible, undocumented

A.3The baseline evidence cut

Every Nexus edition is published from a frozen evidence cut. The global baseline cut is documentary: it pins the exact edition of every source cited. Federation cuts begin with the first national Foundry cuts in 2027.

Cut ID
DC-XTECH-HPC-GLOBAL-2026-B0
Type
baseline documentary cut
Resolution policy
pinned · as of 30 September 2026
Sources pinned
43 cited sources, each at the edition and access date in the references
Model runs
none at baseline, analytical values are stated with their method
Digest
computed at freeze and recorded in the publication record
Supersedes
nothing, first cut of the series
Superseded by
the 2027 HPC annual cut

Lineage

  1. 01

    source edition

  2. 02

    pinned citation

  3. 03

    finding

  4. 04

    page

  5. 05

    publication record

Table A.4From the baseline cut to the federation cut
ElementBaseline 20262027 global annual
Sourcescited global publications, pinned by editionnational, regional and sector cuts through one graph
Analysisstated methods and editorial estimatestyped analysis specifications
ModelsHPC System Model v0 specificationmodel runs with receipts
Findingstwelve baseline findingsfindings re-bound to federation evidence
Reviewfive passes scheduledfive passes on the exact digest

A.4Evidence age and coverage

A 2026 global edition rests on evidence observed in many different years. This page shows each time base, so that no single year label hides older evidence.

Table A.5Evidence age and coverage
IndicatorObservedReleasedCadenceNext release
Top-system results2026June 2026periodicNovember 2026 list
Efficiency results2026June 2026periodicNovember 2026 list
US data centre energy2023December 2024one-offnext national report
Export rule timeline2026April and May 2026per eventfurther guidance
EuroHPC budget2021 to 2027page read 2026-11-03continuousregulation changes
Footprint papers2021 to 2024preprints and papersone-offnew studies
MPI and OpenMP2024 to 2026June 2025 · July 2026periodicOpenMP 6.1
FugakuNEXT plan2025August 2025one-offdetailed design
Table A.6Coverage by system at baseline
SystemCoverageThinnest dimension
SystemsGOODunlisted systems
EfficiencyPARTIALfacility-level figures
EnergyPARTIALcommon basis for facilities
GovernancePARTIALtext of rules and guidance
InvestmentPARTIALpublic funding outside the US and EU
SupplyTHINaccelerator and memory supply
SkillsTHINworkforce numbers
WaterTHINcooling-water use
Table A.7Designed empty states: what is not bound, what would fill it and why
FieldSource that would fill itBlocker
Cooling-water use of large computing facilitiesoperators, national laboratories, regulators under the EU schemenot retrieved; no primary figure read
Facility energy and demand on a common basis for HPC and for commercial AI workloadsnational statistics, operators, IEAone national figure read through a DOE news item12; the IEA report was not opened28
IEA Energy and AI figures from the report itselfIEA Energy and AI28the report pages returned an access error; figures come from search summaries
Lawrence Berkeley report text, including water useLBNL 2024 United States Data Center Energy Usage Report29report pages returned an access error; share and range come from a DOE news item12
Power draw and cost of JUPITER from primary pagesEuroHPC, Jülich Supercomputing Centrepower and budget are not stated on the page read9; list value only1
LineShine architecture and independent descriptionoperator and peer-reviewed or institutional paperslist pages only; secondary reports not opened30
Specifications and schedules of DOE Solstice, Equinox, Lux and DiscoveryArgonne and Oak Ridge system pages31Argonne page returned an access error; Oak Ridge pages name the systems without specifications827; search summaries disagree on dates
El Capitan system description from the laboratoryLawrence Livermore National Laboratory32page returned an access error; list values only1
Text of the 2023 US advanced computing ruleFederal Register33page redirected; not opened
EU delegated regulations on data centre reporting and rating from the primary textEUR-Lex3435EUR-Lex returned no content; details come from law firm summaries
Supply of accelerators, high-bandwidth memory and fabrication capacity for HPCindustry and trade statisticsnot retrieved; no figure used
HPC workforce size and skills gapsnational statistics, OECD, industry surveysnot retrieved; capability rung stays LISTED
Survey data on data centre efficiency and densityUptime Institute global survey42page returned an access error; no figure used
Public funding totals for HPC outside the US and EUnational strategies and ministriesnot consolidated; UK plan gives no budget figure23
Results of the November 2026 TOP500 listTOP500 news and lists6not yet published at page read; the news page shows June 2026 as latest
Capability rungs beyond list monitoring, planning and fundingagencies, operators, laboratoriesnot reviewed

A.5Evidence cards, two anchor sources

Published by the TOP500 project at ISC 2026 on 23 June 2026, 67th edition. Periodic. Role: binds INF-001 and the dashboard power figures. Coverage: systems that submit results.

EVD-XT07-001

TOP500 list of June 20261

Published by the TOP500 project on the same date. Periodic. Role: binds ENE-004. Coverage: listed systems that report power.

EVD-XT07-002

Green500 list of June 20263

Table A.8Quality dimensions at baseline
DimensionEVD-XT07-001EVD-XT07-002
Completenesssubmitted systems onlylisted systems that report power
Timelinesstwice a yeartwice a year
Revisionnew list replaces oldnew list replaces old
Method transparencybenchmark method publishedpower method stated by the project
External validationresults reported by submittersresults reported by submitters

Evidence cards to follow in 2027

  • TOP5006: the November 2026 list
  • IEA28: report text on data centre demand
  • EUR-Lex3435: delegated regulations from the primary text
  • Argonne and Oak Ridge318: system specifications

A.6Publication acceptance record

Editorial self-check at evidence close. Every applicable item carries a disposition; the remaining items are review, approval and deposit.

Table A.9Publication acceptance record
GroupAreaItemsPassN/APending
D1Identity and scope8800
D2Source and data12912
D3Analysis and models12381
D4Findings and claims9801
D5Figures, tables, maps10622
D6Editorial and citations10802
D7Review and approval130013
D8Artefact and design12705
D9Registry and release9009

Publication gate

Conditions met
14 of 23 at evidence close
Blocking problems
none recorded
Open conditions
reviews, approval of the exact digest, deposit, registry pointer

Not applicable at baseline

Model runs
first runs in Q1 2027
Maps
plates in Q2 2027
Waivers
none

A.7Status words

Table A.10The status every value carries
StatusWhat it means
ObservedMeasured directly and published by the source.
ReportedPublished statistics of an official or institutional source.
DeclaredStated by the body concerned; not independently measured.
EstimatedA Nexus estimate from cited evidence, with its method in Annex A.
ModelledProduced by a stated model from cited inputs.
InferredReasoned from cited evidence; not measured.
ForecastA projection by the cited source.
SimulatedA simulation result under stated assumptions.
ScenarioA conditional statement under stated assumptions; never a prediction.
Expert inputExpert judgement, recorded with its basis.
CandidateProposed for a later edition; not yet evidence.
Evidence-quality levels (EQL 1 to 5) grade the source behind a value; they are not a score of the subject.

A.8How the edition is made, released and corrected

Every edition is built from a sealed evidence cut, reviewed under three keys, signed and deposited before any site shows it as published; corrections go to Nexus Standards as change proposals and feed the next cut.

StepWhat happensSource
01 Evidence arrives from the pillarsFoundry seals observations and indicator series, Universe hands over after-action and scenario findings, and contributions are screened at every gateway, including this site’s.
02 The cut is sealedOn the cut date the evidence is pinned under one identifier, so anyone can rebuild the edition from exactly what it was built on.
03 The edition is assembledThe edition is drafted from its template and content pack. Agents may draft; they never publish and never decide.
04 The keys turnAt the publisher of record the truth key comes first: every value is checked against its source or stated method before the meaning and capital keys turn. No edition moves on until every key has been turned by a named steward.
05 The gate opensA named approver releases one exact digest of the edition; any change after this point is a new version, never a silent edit.
06 Signed and depositedThe PDF, the web edition and the data bundle are signed together with a manifest and an RO-Crate description, and deposited on Zenodo with a concept and a version DOI.
07 Published on its desk’s siteOnly then does the edition show as published on its desk’s Reports site, and the Collection lists it as a part.
08 Corrections go to StandardsMethod and correction findings go to Nexus Standards as change proposals; citations, corrections and new contributions feed the next evidence cut.

A teaching model of the process, not a forecast and not a record of any run; dates and counts on this page come from the programme record. Sources: Reports governance at GCRI Canada (2026); Zenodo, repository of record for Reports deposits (2026).

Lifecycle, one state at a time: Draft, Computed, Evidence bound, Reviewed, Approved for release, Published, Corrected, Superseded. This edition is a draft.

A.9Glossary and abbreviations

Table A.11Series terms
TermMeaning
Baseline Editionthe inaugural annual edition that fixes the reference state for the series
WEFH+Bwater, energy, food, health and biodiversity, the national nexus core
Couplinga typed dependency through which one system transmits to another
Protection gapthe share of losses not covered by insurance
Capability ladderLISTED → EXISTS → ADEQUATE → TESTED → DEMONSTRATED
EQLevidence-quality level, 1–5
Evidence cuta frozen resolution of exact sources and versions
NNC · NLC · NWGNational Nexus Consortium · National Leadership Council · National Working Groups
Table A.12Abbreviations used in this edition
AbbreviationExpansion
BISBureau of Industry and Security
CPUcentral processing unit
DOEUS Department of Energy
ECPExascale Computing Project
EFexaflops
GPUgraphics processing unit
HBMhigh-bandwidth memory
HPChigh-performance computing
HPCGHigh Performance Conjugate Gradients benchmark
HPL-MxPmixed-precision High Performance Linpack benchmark
PUEpower usage effectiveness
TWhterawatt-hours

A.10Technical annex

Table A.13Technical annex
ItemAnnexContentsStatus
A.1Indicator definitionsthe global indicator set, with units and sourcesIN THIS EDITION
A.2Coupling strengthsthe twenty-cell matrix and its rationaleIN THIS EDITION
A.3Scenario specificationSCN-XT07-PWR-01 assumptions and signpostsIN THIS EDITION
A.4Capability placementsrung evidence for fifteen functionsIN THIS EDITION
A.5Model diagnosticsfirst runs and validation2027
A.6Sensitivity analysesinfluence of coupling strengths2027
A.7Cluster notescards for the major exascale and data centre clusters2027
A.8Review statementspass-by-pass review recordAT RELEASE

A.1 · indicator definition: Linpack result (Rmax)

Construct
sustained speed of a dense linear solve at the largest size the system can run
Unit
floating-point operations per second, shown here in exaflops
Method
the Linpack benchmark run by the submitter and reported to the list
Source
TOP500 list, June 20261
Uncertainty
reported by submitters; not independently repeated here
Known limits
one benchmark; dense algebra only; not a measure of useful scientific output

Notes

Numbers are the edition’s reference numbers, so a note reads the same in every chapter. The full list, with every source and its licence, is in Annex C. Annex C, references

  1. 12US Department of Energy (ed.), DOE releases new report evaluating increase in electricity demand from data centres (news item, 20 December 2024; 176 TWh in 2023, 4.4% of US electricity; 6.7% to 12% projected for 2028). US Department of Energy, Washington. Observation year 2023. Accessed 2026-11-03.back
  2. 28UNVERIFIED, not opened: IEA (ed.), Energy and AI (2025; about 415 TWh for data centres in 2024, about 945 TWh in 2030), taken from press and search-result summaries; the IEA pages returned an access error. International Energy Agency, Paris. Observation year 2024. Accessed 2026-11-03.back
  3. 29UNVERIFIED, not opened: Shehabi, A. et al., 2024 United States Data Center Energy Usage Report, Lawrence Berkeley National Laboratory, December 2024; figures taken from a DOE news item [12]; the report pages returned an access error. Observation year 2023. Accessed 2026-11-03.back
  4. 9EuroHPC Joint Undertaking (ed.), JUPITER launching Europe’s exascale era (news item, 5 September 2025; about 24,000 GH200 superchips; warm-water cooling; funding shares; power and budget not stated). EuroHPC JU, Luxembourg. Observation year 2025. Accessed 2026-11-03.back
  5. 1TOP500 (ed.), TOP500 list, June 2026, 67th edition (list page; top systems, Rmax, Rpeak, cores and power). TOP500 project, Hamburg. Observation year 2026. Accessed 2026-11-03.back
  6. 30UNVERIFIED, not opened: HPCwire (ed.), Surprise: Chinese LineShine takes number 1 on TOP500 (23 June 2026), and press coverage that China had stopped submitting to the list in 2023, taken from search-result summaries; the HPCwire page returned an access error. Observation year 2026. Accessed 2026-11-03.back
  7. 31UNVERIFIED, not opened: Argonne National Laboratory (ed.), Genesis Mission systems (Solstice and Equinox; reported plans of 100,000 and 10,000 NVIDIA Blackwell GPUs, vendor-stated AI performance figures), taken from search-result summaries that disagree on dates; the page returned an access error. Observation year 2026. Accessed 2026-11-03.back
  8. 8Oak Ridge Leadership Computing Facility (ed.), compute systems (index page; Lux and Discovery labelled as introduced; no specifications). Oak Ridge National Laboratory, Oak Ridge. Observation year 2026. Accessed 2026-11-03.back
  9. 27Oak Ridge National Laboratory (ed.), The Genesis Mission (page; Lux and Discovery listed with one-line descriptions only). Oak Ridge National Laboratory, Oak Ridge. Observation year 2026. Accessed 2026-11-03.back
  10. 32UNVERIFIED, not opened: Lawrence Livermore National Laboratory (ed.), El Capitan verified as world’s fastest supercomputer (news item, November 2024), not retrieved; list values only. Observation year 2024. Accessed 2026-11-03.back
  11. 33UNVERIFIED, not opened: US Department of Commerce Bureau of Industry and Security, Implementation of Additional Export Controls: Certain Advanced Computing Items; Supercomputer and Semiconductor End Use (Federal Register, 25 October 2023), not retrieved; the page redirected. Observation year 2023. Accessed 2026-11-03.back
  12. 34UNVERIFIED, not opened: European Commission, Commission Delegated Regulation (EU) 2024/1364 of 14 March 2024 on the first phase of the establishment of a common Union rating scheme for data centres (500 kW threshold, annual reporting by 15 May), taken from law firm summaries; EUR-Lex returned no content. Observation year 2024. Accessed 2026-11-03.back
  13. 35UNVERIFIED, not opened: POST-CLOSE, context only: Noerr (ed.), note of October 2026 on the proposal of 21 September 2026 for a delegated regulation on an EU data centre rating scheme with grades A to G from 2027, taken from search-result summaries; preparatory working draft (2026). Observation year 2026. Accessed 2026-11-03.back
  14. 42UNVERIFIED, not opened: Uptime Institute (ed.), Global Data Center Survey 2025, not retrieved; the page returned an access error; no figure used. Uptime Institute, New York. Observation year 2025. Accessed 2026-11-03.back
  15. 23UK Government (ed.), AI Opportunities Action Plan (page; expand the AI Research Resource by at least 20 times by 2030; non-AI HPC and exascale flagged as unresolved; no budget figure). Department for Science, Innovation and Technology, London. Observation year 2025. Accessed 2026-11-03.back
  16. 6POST-CLOSE, context only: TOP500 (ed.), TOP500 news index (headlines and dates of the lists of November 2024, June 2025, November 2025 and June 2026; no November 2026 list at page read). TOP500 project, Hamburg. Observation year 2026. Accessed 2026-11-03.back
  17. 3TOP500 (ed.), Green500 list, June 2026 (list page; top five by gigaflops per watt). TOP500 project, Hamburg. Observation year 2026. Accessed 2026-11-03.back

Cite this annex

Valadbaygi, S. (Ed.). (2026). Annex A: Methodology. In Exponential Technology Report 2026: HPC and Advanced Computing (Baseline Edition 2026, Report No. NR-XTECH-HPC-GLOBAL-2026-BASELINE) [Draft under review]. The Global Centre for Risk and Innovation (GCRI).

Every citation form of the whole report, BibTeX and RIS included, is on the edition home. Cite this report

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