Hyper-focused
on Hyperscale AI Compute
The Liftr® Intelligence Compute Tracker℠ tracks the pulse of AI introductions, directional trends, market share, underlying product details, and insights into the who/what/where of AI infrastructure.
Liftr Intelligence Compute Tracker offers subscribers:
5 years of trends and comparable history
Leverages select data from Cloud Components Tracker℠ but adds layers of additional insight:
Focused on AI Training & Inference semiconductors
Tracking of AI reservations, previews, and limited access types
AI-focused CSPs: CoreWeave, Lambda, Vultr
Hyper-focused on hyperscale AI.
Intelligence Compute Tracker gives you the pulse of AI infrastructure.
Six Times Faster Than Quarterly Data
Liftr Insights tracks and delivers data semi-monthly, 6x faster than quarterly cloud data sources. Liftr Insights also delivers in-depth analysis with SME insights. The detail, included along with SME guidance, allows Liftr Insights to provide more granularity more often than traditional data sources and shortens time-to-insight for subscribers:
- Sequential month-to-month growth, such as from January 2022 to January 2023;
- Year-over-year growth by month, such as from January 2022 to January 2023;
- Sequential month-to-month growth compared to previous year, such as January 2022 to January 2023 growth compared to January 2021 to January 2022 growth;
- Rolling six-month CMGR (Compound Monthly Growth Rate), month by month, such as from January 2022 to January 2023 CMGR.
Subscriptions
Time-series data subscribers have the option to customize the data fields they receive.
All Liftr Insights alternative data is made possible by subject matter expertise. Time for questions with a subject matter expert (SME) is included in the subscriptions.
Data cover processor-only instance types, instance types with processors plus dedicated accelerator hardware (such as GPUs and FPGAs) and disaggregated instance types containing accelerators only (such as Cloud TPUs). Liftr Insights adds new accelerator technologies as they are deployed in production instance types at tracked CSP data centers.
- Alibaba Cloud
- Amazon Web Services (AWS)
- Google Cloud Platform (GCP)
- Microsoft Azure (Azure)
- Oracle Cloud
- Tencent Cloud
Liftr Insights gathers IaaS and bare metal instance type data
Instance Type
Metadata
CSP
Type Size
Global Region
CSP Price
CPU Specifications
Brand
Model Series
Model Number
Generation
Core Count
Core Speed
Memory Size
Accelerator Specifications
Accelerator Type
Vendor
Brand
Model Series
Model Number
Chip Count
Memory Size
Amazon (AMZN)
Alibaba (BABA)
Google (GOOG)
Microsoft (MSFT)
IBM (IBM)
Oracle (ORCL)
Tencent (TCEHY)
Baidu (BIDU)
Huawei (002502.SZ)
CoreWeave
Lambda
Vultr
Intel (INTC)
ARM (ARM)
Xilinx (XLNX)
NVIDIA (NVDA)
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)
HPE (HPE)
Lenovo (LNVGY)
Foxconn (2354.TW)
Quanta Computer (2382.TW)
Ampere Computing