Liftr Cloud Components Tracker

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

Hybrid alternative data is standardized and normalized by a subject matter expert (SME), a defining difference between alternative data and hybrid alternative data.

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Cloud Types & Components Share-Of-Shelf Tracking

Liftr Cloud Components Tracker provides an accurate "share-of-shelf" analysis for IaaS configurations, pricing and major components, including major semiconductor components.
  • 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. On a monthly basis, Liftr Insights also delivers a written 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 January 2022 to January 2022
  • Year-over-year growth by month, such as January 2022 to January 2022
  • Sequential month-to-month growth compared to previous year, such as January 2022 to January 2022 growth compared to January 2022 to January 2022 growth
  • Rolling six-month CMGR (Compound Monthly Growth Rate), month by month, such as January 2022 to January 2022 CMGR
Stop settling for incomplete information and start feeling confident knowing you have reliable, unique data.

Subscriptions

Twice a month, time-series data subscribers receive quantitative detail. This is six times faster than the closest research options. In the same time as companies consuming traditional resource reports and analysis would have received their quarterly report, Liftr Insights subscribers would have received over six timely data feeds covering activity during the same period. Subscription data is more complete, enumerating all available instances versus sampling and extrapolation of the data.

Time-series data subscribers have the option to customize the data fields they receive. They also have the option to receive an automated data feed via API. Report subscribers receive written analysis, data and figures on a monthly basis.

All Liftr Insights hybrid alternative data is made possible by subject matter expertise. Time for questions with a subject matter expert (SME) is included in the subscriptions.

Reports 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.
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The currently-tracked CSPs, representing over 75% of the public cloud market, are:
  • Alibaba Cloud
  • Amazon Web Services (AWS)
  • Google Cloud Platform (GCP)
  • Microsoft Azure (Azure)
  • Oracle Cloud
  • Tencent Cloud
Liftr Insights plans to add more CSPs to the Cloud Components Tracker in the future.

Liftr Insights gathers IaaS and bare metal instance type data

Instance Type
Metadata
CSP
Type Family
Type Size
Region
CSPs
Instruction Set
Vendor
Brand
Model Series
Model Number
Generation
Core Count
Core Speed
Memory Size
Accelerator Specifications
Accelerator Type
Vendor
Brand
Model
Chip Count
Memory Size
Liftr Insights tracks information affecting a large number of publicly traded stocks, but included among the stocks related to the data we track are:
Amazon (AMZN)
Alibaba (BABA)
Google (GOOG)
Microsoft (MSFT)
IBM (IBM)
Oracle (ORCL)
Tencent (TCEHY)
Baidu (BIDU)
Huawei (002502.SZ)
AMD (AMD)
Intel (INTC)
ARM *
Xilinx (XLNX)
NVIDIA (NVDA)
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 *
* Pre-IPO
Our data also provides insight into the general industry as well as global trends as services are adjusted in regions around the world.
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Stop settling for incomplete information and start feeling confident knowing you have reliable, unique data.

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