Liftr Insights

TMT hedge funds need reliable data. TMT rate of change is accelerating and survey-based traditional TMT market intelligence is not keeping pace. Surveys are subjective, low-resolution, and outdated.


Liftr Insights delivers hybrid alternative data to technology hedge funds to power their investment models. Our data is requested by TMT equity researchers, TMT generalists, supply chain planners, supply chain marketers, and more. Liftr Insights is driving the initiative for Market Intelligence as a Platform with its hybrid alternative data.

Processor and Accelerator Market Share

Worldwide Cloud IaaS Instance Types
Based on recent processor generations deployed in IaaS Instance types by top four cloud service providers: AMZN, BABA, GOOG, MSFT.

Liftr Insights

TMT hedge funds need reliable data. TMT rate of change is accelerating and survey-based traditional TMT market intelligence is not keeping pace. Surveys are subjective, low-resolution, and outdated.


Liftr Insights delivers hybrid alternative data to technology hedge funds to power their investment models. Our data is requested by TMT equity researchers, TMT generalists, supply chain planners, supply chain marketers, and more. Liftr Insights is driving the initiative for Market Intelligence as a Platform with its hybrid alternative data.

Processor and Accelerator Market Share

Worldwide Cloud IaaS Instance Types
Based on recent processor generations deployed in IaaS Instance types by top four cloud service providers: AMZN, BABA, GOOG, MSFT.

Market Intelligence as a Platform

Liftr Insights’ Market Intelligence as a Platform is the software code and methodology that drives our data collection and analysis. We gather information about internet-attached infrastructure via Application Programming Interfaces (APIs) using DevOps software development and operations methodology.

Regional Processor Growth

Investors can compare the total counts of instance types and sizes available of AMD, Intel, and Arm based processors by region with our time series data.

Liftr Insights Accelerator Growth

Fuel your investment model with data comparing the total counts of instance types and sizes avilable of NVIDIA, AMD, Intel, Xilinx and other accelerators by region.

Market Intelligence as a Platform

Liftr Insights’ Market Intelligence as a Platform is the software code and methodology that drives our data collection and analysis. We gather information about internet-attached infrastructure via Application Programming Interfaces (APIs) using DevOps software development and operations methodology.
Regional Processor Growth

Investors can compare the total counts of instance types and sizes available of AMD, Intel, and Arm based processors by region with our time series data.

Liftr Insights Accelerator Growth

Fuel your investment model with data comparing the total counts of instance types and sizes avilable of NVIDIA, AMD, Intel, Xilinx and other accelerators by region.

What is Hybrid Alternative Data?

Liftr Insights’ hybrid alternative data products fill a data gap that neither traditional market intelligence nor alternative data can address.

Traditional Market Intelligence Is Not Enough

Traditional market intelligence firms gather data from supply chain surveys to assess specific markets. These firms employ industry analysts with specific industry expertise to try to verify survey data points and fill in supply chain gaps for each specific market. Because surveys are time and people intensive, results are delivered at a quarterly or annual pace.

However, supply chains have bypassed traditional distributors as IT and telecommunications service providers buy directly from manufacturers. For example, cloud service providers now account for over half of data center equipment purchases, which are therefore invisible to supply chain surveys.

Alternative Data Is Not Enough

Investors and hedge funds, some of the largest consumers of alternative data, seek new sources of public data that enable timely insight into company performance and potential impacts on share prices. Alternative data includes satellite and security imagery, smartphone geo-positioning, credit card use and other kinds of standardized transactional data.

Alternative data has a tough time addressing infrastructure markets. Service providers won’t divulge the transactional data investors want. That’s where hybrid alternative data fits in.

Why is Hybrid Alternative Data Different?

Some investors might be able to collect or easily purchase public data like alternative data, but most do not have access to subject matter experts (SME) to collect, clean, distill and standardize industry- and company-specific proprietary data.

For example, Liftr Insights collects public data about cloud infrastructure directly from cloud service providers. However, there is no incentive for any provider to enable easy comparisons to the others. Liftr Insights uses SME guided algorithms and DevOps processes to reliably automate standardizing cloud service provider data.