Market intelligence on AI and cloud infrastructure


of AI trends


Global Coverage



Cloud Service Providers

Amazon  |  AWS
Microsoft  |   Azure
Alphabet  |  Google Cloud
Alibaba  |  Aliyun Cloud
Oracle  |  Oracle Cloud
Tencent |  Tencent Cloud
Lambda & Vultr

Liftr Insights introduces the Liftr Intelligence Compute Tracker℠, keeping the pulse of AI Semiconductors driving the cloud today.

5 Years

of Historical Data for Effective Forecasting

The Liftr® proprietary methodology transforms
raw information into reliable data.

At Liftr Insights, we know that understanding the cloud and semiconductor space is essential for your job. Effective market intelligence requires good models, but your models are only effective if you have the right data. You need objective data that is unique and complete.

The problem is that public cloud providers are now a major consumer of semiconductors and they are deliberately opaque about what they consume, which is frustrating when you can’t get a complete picture.

We believe that knowing what cloud providers deploy is valuable information. We know that surveys and other traditional sources are incomplete because they don’t have the latest data or objective data. We understand that translating public cloud information and attempting to make the information comparable across cloud providers is not easy to do.

That’s why we leveraged our experience in public clouds and semiconductors to standardize publicly available data and produce the unique data your organization seeks. And that’s why we’re a trusted source for market intelligence by top investment firms and Fortune 500 companies.

When the markets were surprised about
Microsoft Cloud growth, Liftr clients were not.

Cloud Revenue Correlation

Ticker Universe

Amazon (AMZN)

Alibaba (BABA)

Google (GOOG)

Microsoft (MSFT)


Oracle (ORCL)

Tencent (TCEHY)

Baidu (BIDU)

Huawei (002502.SZ)


Intel (INTC)


Xilinx (XLNX)


Qualcomm (QCOM)

SoftBank (SFTBY)

Applied Materials (AMAT)

Globalfoundries (CHRT)

Taiwan Semiconductor
Manufacturing Company (TSMC)

Samsung (005930.KS)

SK Hynix (000660.KS)

Micron Technology (MU)

Dell Technologies (DELL)


Lenovo (LNVGY)

Foxconn (2354.TW)

Quanta Computer (2382.TW)

Ampere Computing

Stop settling for incomplete information and start feeling confident knowing you have reliable, unique data.

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