Alternative Data About the
Public Cloud Supply Chain
The Liftr® Cloud Components Tracker℠ service identifies, catalogs and compares public cloud service provider (CSP) compute instance types, prices, components and configurations, region by region around the entire world. Compute instance types include Infrastructure-as-a-Service (IaaS) virtual server and bare metal instances.
Liftr Cloud Components Tracker tells subscribers:
- Which clouds (AWS, Azure, etc.) dominate different parts of the world (US, China, etc.)
- Which processor component vendors (AMD, Intel, etc.) are gaining and losing share
- Which accelerator component vendors (NVIDIA, Intel, Xilinx, etc.) are gaining and losing share
- How clouds competitively price rentable IaaS configurations
Alternative data provides an objective proxy for activity in public and private clouds. Liftr objectively monitors the most watched public cloud providers, representing more than 75% of the public cloud space and a strong proxy for activity in private clouds, as well.
Cloud Types & Components Share-Of-Shelf Tracking
- Processor share-of-shelf examines production instance type configurations in each cloud region
- Accelerator share-of-shelf additionally factors in the number of accelerator chips (GPUs, FPGAs and custom designs) offered in each accelerated configuration.
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)
CoreWeave (CRWV)
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
