The Powering the AI Stack Podcast, featuring Liftr Insights CEO Tab Schadt, discussed how market intelligence can guide strategic decisions, highlighting the key signals stakeholders should closely monitor.
AUSTIN, Texas, March 26, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released information about Ampere showing the semiconductors from Ampere Computing losing ground in the cloud amid the recent announcement that SoftBank Group will be acquiring the company for $6.5 billion.
The article shows a total market share decrease by Ampere after years of increases and with representation across all the major cloud providers except AWS. Specifically, Ampere dropped from over 20% of the Arm market in the cloud to 18.2% after the recent introduction of Azure Cobalt and Google Axion. AWS's Arm-based Graviton instances also continue to expand.
Liftr Insights, a pioneer in market intelligence driven by unique data, released an article about Tabular AI Models as part of its AI Series showing that Tabular Models are downloaded 8 times more than natural language models ("NLP"). This is despite the fact that NLP is what people think of when they think of AI models, thanks to the press regarding OpenAI, DeepSeek, Gemini, and others.
AUSTIN, Texas, Feb. 19, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released an article about Azure showing that 33% of all instances deployed by Microsoft Azure in Q4 2024 were using their Arm-based CPUs.
AUSTIN, Texas, Feb. 5, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released an article describing data insights into the millions of other models in the wake of recent news focused on the popular models like OpenAI and DeepSeek.
AUSTIN, Texas, Jan. 29, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released an article outlining the numbers behind ARM growth in the major cloud providers.
Interestingly, ARM instances represented a high percentage (26.1%) of all deployments in Q4 2024. Liftr data show this is the highest deployment in any quarter to date.
AUSTIN, Texas, Dec. 11, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, has revealed a strong growth of AI in the cloud when it comes to AI options and AI costs.
The quarter is not over, but Liftr Insights data is already showing strong signs for AI in Cloud in Q4. The number of unique AI instances types has increased 11.3% over the last three months. Liftr Insights data show the bulk of this growth began in the second half of September 2024.
AUSTIN, Texas, Dec. 3, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, revealed data providing a glimpse into the growth of ARM and its impact on Intel's CPU market share in the cloud.
Public cloud providers are core customers for the large semiconductor businesses. Liftr Insights captures regular census data for the top cloud providers representing over 75% of public cloud.
AUSTIN, Texas, Nov. 13, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, revealed data showing the first appearance of Azure's Cobalt CPU on the ARM architecture.
Liftr data has shown the first appearance of the Cobalt CPU designed by Azure. These new instance types, first appearing in 21 different regions across 4 continents, are run on the ARM architecture and will complement the existing ARM-based instances at Azure, which were sold to Azure by Ampere Computing.
"Our customers and the supply chain has been talking about this shift to 'home-grown' coming for years," says Tab Schadt, CEO of Liftr Insights. "Many years back, AWS forged ahead to prove the value of running instances on their own designs."
AUSTIN, Texas, Oct. 30, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, revealed that Oracle offers an average price of 5.1 cents per CPU core per hour, lower than the other cloud providers that represent 75% of the public cloud market.
Prices matter for enterprises consuming diverse workloads, particularly when they understand the importance of multi-cloud environments deployed across multiple regions of the world.
AUSTIN, Texas, Oct. 15, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, demonstrated how much further ahead Azure is compared to other major providers for certain workloads.
Liftr Insights has been tracking data on the cloud providers representing over 75% of the public cloud for over half a decade. Recent data show that Azure offered 17,157 unique configurations supporting High Performance Database workloads as of mid-year. The next closest was GCP at 1,323 followed by AWS at 1,032.
AUSTIN, Texas, Aug. 28, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, demonstrated the price differences between Azure, AWS, and GCP cloud providers.
Liftr data show that the prices for Azure compute instances are higher, on average, than an equivalent price at AWS. This applies globally as well as regionally. However, Liftr data also demonstrate that consumers can get larger allocations of RAM at a lower overall price at Azure when compared to AWS. Put another way, moving from 32GB RAM to 64GB RAM costs more at AWS than an equivalent shift at Azure.
AUSTIN, Texas, Aug. 20, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, demonstrated the on-going costs for running popular AI workloads from NVIDIA.
NVIDIA has been dominating news and the markets for its semiconductors. Their latest semiconductors, such as the Hopper H100, are considered essential to the rising demand for AI training and other artificial intelligence processes. Liftr data show that even their earlier types like the A100 remain in high demand.
AUSTIN, Texas, July 2, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, revealed that while Azure has shown many signs of growth in North America, the truth is dependent on the region.
Liftr® tracks data for the six largest cloud providers, which represent over 75% of the public cloud space. Using Liftr data, market intelligence analysts can see where public cloud providers are focusing their investments. For example, Liftr data show that Microsoft Azure has older infrastructure in both the East and West regions when compared to AWS.
Liftr Insights, a pioneer in market intelligence driven by unique data, caught the first appearance of the MI300 that places AMD alongside NVIDIA GPUs in the public cloud.
Liftr Insights, a pioneer in market intelligence driven by unique data, revealed today that it detected AWS's recent launch of an 896-core instance type, surpassing the previous highest core counts by any cloud provider.
AUSTIN, Texas, May 29, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, verifies that prices of AI cloud compute are increasing, but that users are getting more value per dollar in return.
AUSTIN, Texas, May 2, 2024 -- Liftr Insights, a pioneer with over 5 years of market intelligence experience, began offering power insights for data center analysts.
This comes aside news reports about the latest chips, such as the NVIDIA H100, requiring more power than an average household and warnings about the growing demand to support AI computing power requirements. Each of the latest GPUs driving AI Training and AI Inference require large amounts of power to produce the high workload output. And hundreds of thousands more GPUs are on their way into data centers.
AUSTIN, Texas, March 26, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, adds Lambda Labs to its growing list of cloud service providers.
Lambda, like CoreWeave and Vultr, is a smaller cloud service provider compared to AWS, Azure, and Google Cloud, but is important in the rentable GPU space. With the explosive interest in AI over the past year, smaller cloud providers have taken a prominent role in meeting the high demand for instances such as the NVIDIA Hopper H100 and the recently-announced B200.
AUSTIN, Texas, March 5, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, has added Vultr to the growing list of cloud service providers it tracks.
As seen by the expansive growth of NVIDIA, Artificial Intelligence has become an important factor in market intelligence for all types of companies, including organizations that didn't have AI on their radar at the start of 2023.
AUSTIN, Texas, Feb. 6, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, launched its Liftr® Intelligence Compute TrackerSM data service.
Since the explosive interest in ChatGPT by OpenAI, the demand for AI chips, especially the NVIDIA Hopper H100, has skyrocketed, but the impact extends to chips by Intel, AMD, and cloud service providers like AWS and Google, themselves.
AUSTIN, Texas, Nov. 14, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals signs of increased prices.
Over the past three months, the average price of accelerators has been increasing for the top Cloud Providers, including AWS, Azure, Alibaba (Aliyun) Cloud, and Google Cloud. For example, when looking at certain NVIDIA GPUs, Azure is leading the pack with prices increasing by 55.2% in the past 3 months. Specifically, these percentages are based on average price for NVIDIA Tensor Core (Ampere) models. Google Cloud was the next largest at 20.0% followed by Alibaba Cloud and AWS at 3.5% and 1.2%, respectively.
AUSTIN, Texas, Sept. 20, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, has officially partnered with M Science, the global leader in alternative data, to provide valuable data for their analysts and models.
AUSTIN, Texas, June 15, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, identified deployment of CXL-ready instances in the cloud.
Liftr Insights data show the first instances appearing in May 2023. Multiple cloud providers have added these AMD and Intel Generation 9 processors. These are the first instances seen across the top six cloud providers, representing over 75% of the public cloud space.
AUSTIN, Texas, June 13, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, sees that of the top four (4) cloud service providers ("CSPs"), the latest generation processors have been deployed by all–all except for AWS.
"This is inconsistent for AWS (and an interesting signal)," says Tab Schadt, CEO of Liftr Insights. "To lag behind its peers is far from normal for AWS."
AUSTIN, Texas, May 23, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, identified the first availability of generation 9 processors in the public cloud, with new chips deployed by Aliyun Cloud.
AUSTIN, Texas, April 4, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows that Intel lost 13 percentage points over the three-year period ended December 2022 within the memory-optimized workload category.
AUSTIN, Texas, March 7, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals possible trends with NVIDIA. In particular, there are signals about when and where it may first appear in public clouds.
AUSTIN, Texas, Feb. 7, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals a trend in increasing prices for AWS while Microsoft Azure has gone in the opposite direction over 4 years.
Over the past year, there has been a 23.0% increase in average prices of on-demand compute instances at AWS. Liftr Insights data show that not only did AWS increase their average prices in 2020, 2021, and 2022, but the increases have been higher each year since 2019.
AUSTIN, Texas, Jan. 18, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows 2022 growth of Microsoft Azure through the lens of Liftr Insights data.
While Microsoft Azure has shown large growth during Q4 for the past 4 years, over the past two years Microsoft has broken away from the pack with large Q4 investments into new infrastructure.
AUSTIN, Texas, Dec. 14, 2022 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows growth of Ampere Computing through the lens of Liftr Insights data.
Ampere Computing, a candidate for an IPO in the near future, first made an appearance among the top six cloud providers in mid-2021. The company's presence continues to expand in the cloud, with data showing annual growth as of mid-November 2022 of 443%.
AUSTIN, Texas, Nov. 21, 2022 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals data indicating the signs of struggle for Intel.
Public cloud providers like AWS, Azure, Google Cloud, Aliyun, Oracle Cloud, and Tencent Cloud all use Intel hardware for on-demand compute offerings. Intel represented 76% of all CPU components on September 30, 2022 which, according to Liftr Insights data, decreased from 81% a year before and 88% from December 31, 2019.
AUSTIN, Texas, Nov. 10, 2022 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows strength within NVIDIA's business.
Recent disappointing activity with NVIDIA has drawn many eyes, but a deeper dive shows that one of their business units has remained strong while others have faltered. That part? Data center revenue.
AUSTIN, TEXAS, August 15, 2022/ Liftr Insights, a pioneer in market intelligence covering the hyperscale cloud infrastructure market, added Tencent Cloud to its dataset. Including Tencent Cloud expands Liftr Insights’ coverage to over 75% of public cloud.
AUSTIN, Texas, Aug. 5, 2021 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence about hyperscale cloud infrastructure, has identified market share changes and valuable insights which were buried during the earnings season.
While investors have been focused on AMD edging its way into the market dominated by Intel, Liftr Insights has been tracking a silent (and larger) threat.
AUSTIN, Texas, Oct. 13, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in alternative data, identified that compute offerings by the top four public clouds worldwide have more than doubled from June 2019 to September 2020. Another tidbit (about Google Cloud) is included below.
AUSTIN, Texas, Oct. 6, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in alternative data, has joined forces with FISD to help data producers and consumers leverage newer forms of data.
AUSTIN, Texas, Sept. 29, 2021 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence about hyperscale cloud infrastructure, tracks data showing increases in use of Arm.
"The progress of processors based on the Arm architecture is interesting to watch in our semi-monthly data updates," say Tab Schadt, CEO of Liftr Insights.
AUSTIN, Texas, Sept. 1, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in hybrid alternative data, is the only source of time-series data on pre-COVID-19 public cloud infrastructure deployments. Hedge funds and other investors use Liftr Insights data for their investment models because they cannot purchase this level of detail elsewhere.
AUSTIN, Texas, Aug. 20, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in the hybrid alternative data market, is now delivering its monthly Liftr Cloud Components Tracker processor and accelerator share data within the first ten days after its end-of-month cloud scan.
Liftr Insights products serve as a model for hybrid alternative data where neither traditional market intelligence nor alternative data will suffice
AUSTIN, Texas, Aug. 11, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in hybrid alternative data, is defining the hybrid alternative data market for cloud infrastructure. Liftr Insights' hybrid alternative data products fill a data gap that neither traditional market intelligence nor alternative data can address.
AUSTIN, Texas, Aug. 6, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in generating hybrid alternative data, increased their supply chain data release time from 3 times to now 6 times faster than traditional cloud market intelligence sources.
AUSTIN, Texas, Feb. 20, 2020 /PRNewswire/ -- Liftr Insights, a global internet-attached infrastructure industry research and advisory company, will be a sponsor at the 2020 Open Compute Project Global Summit in San Jose, California.
Liftr Insights will highlight its Market Intelligence as a Platform offering at its sponsor booth during the 2020 OCP Global Summit Expo.
AUSTIN, Texas, Nov. 19, 2019 /PRNewswire/ -- Liftr®InsightsTM, a DevOps-based public cloud and internet-attached infrastructure market intelligence firm, has signed Intel Corporation as a client of its Liftr Cloud Components TrackerTM.
As a result, Intel now has an additional edge over its competitors for market intelligence on the cloud ecosystem.
Stop settling for incomplete information and start feeling confident knowing you have reliable, unique data.
Be the first to hear the latest news like you just read.
