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.

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 March 2022 to April 2022
  • Year-over-year growth by month, such as April 2021 to April 2022
  • Sequential month-to-month growth compared to previous year, such as March to April 2020 growth compared to March to April 2022 growth
  • Rolling six-month CMGR (Compound Monthly Growth Rate), month by month, such as November 2021 to April 2022 CMGR