Liftr Cloud Components Tracker

Alternative data about the cloud market

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:

  • What clouds (AWS, Azure, etc.) dominate different parts of the world (US, China, etc.)
  • The competitive positions of component vendors (AMD, Intel, etc.)
  • The actual pricing for cloud configurations and more

 

Market share

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.

 

CMGR

Liftr Insights tracks changes continuously, and we deliver data monthly. This 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 2020 to April 2020
  • Year-over-year growth by month, such as April 2019 to April 2020
  • Sequential month-to-month growth compared to previous year, such as March to April 2019 growth compared to March to April 2020 growth
  • Rolling six-month CMGR (Compound Monthly Growth Rate), month by month, such as November 2019 to April 2020 CMGR

Receive your sample copy of the Liftr Cloud Components Tracker by providing your contact information.



Have Questions?

Contact an Analyst to learn more about Liftr Cloud Components Tracker.

The Liftr Cloud Components Tracker identifies and catalogs the prices, configurations, and components of all the Infrastructure-as-a-Service (IaaS) and bare metal compute instances being deployed by tracked cloud service providers (CSPs), region by region around the entire world.

Liftr Cloud Components Tracker

Alternative Data about the cloud market

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:

  • What clouds (AWS, Azure, etc.) dominate different parts of the world (US, China, etc.)
  • The competitive positions of component vendors (AMD, Intel, etc.)
  • The actual pricing for cloud configurations and more

 

Market share

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.

 

CMGR

Liftr Insights tracks changes continuously, and we deliver data monthly. This 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 2020 to April 2020
  • Year-over-year growth by month, such as April 2019 to April 2020
  • Sequential month-to-month growth compared to previous year, such as March to April 2019 growth compared to March to April 2020 growth
  • Rolling six-month CMGR (Compound Monthly Growth Rate), month by month, such as November 2019 to April 2020 CMGR

Receive your sample copy of the Liftr Cloud Components Tracker by providing your contact information.



Have Questions?

Contact an Analyst to learn more about Liftr Cloud Components Tracker.

The Liftr Cloud Components Tracker identifies and catalogs the prices, configurations, and components of all the Infrastructure-as-a-Service (IaaS) and bare metal compute instances being deployed by tracked cloud service providers (CSPs), region by region around the entire world.

Subscriptions

Every month, subscribers receive written analysis, data and figures. Customized analysis and data views are available. Subscribers may also license access to an automated data feed via API. All subscriptions are bundled with analyst inquiry time.

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.

The tracked CSPs are:

  • Alibaba Cloud
  • Amazon Web Services (AWS)
  • Google Cloud Platform (GCP)
  • Microsoft Azure (Azure)

Liftr Insights plans to add more CSPs to the Cloud Components Tracker in the future.

Sample Reports - The Liftr Cloud Components Tracker Process Levels of Magnitude The Liftr Cloud Components Tracker identifies and catalogs the prices, configurations, and components of all the Infrastructure-as-a-Service (IaaS) and bare metal compute instances being deployed by tracked cloud service providers (CSPs), region by region around the entire world.

Subscriptions

Sample Reports - The Liftr Cloud Components Tracker Process Levels of Magnitude The Liftr Cloud Components Tracker identifies and catalogs the prices, configurations, and components of all the Infrastructure-as-a-Service (IaaS) and bare metal compute instances being deployed by tracked cloud service providers (CSPs), region by region around the entire world.

Chip vendors, such as Intel, NVIDIA and AMD, announce significant performance and server architecture upgrades on a yearly cadence, which server manufacturers and cloud service providers then deploy as new compute instance types. Plus, many cloud service providers are now designing and deploying compute instances based on their own compute chips, such as AWS’s Graviton and Inferentia chips. But, not all of these new instances are available in every region. Keeping track of new instance offerings is a full-time job. Comparing instance offerings is even harder.

Subscribers receive monthly reports that summarize all the IaaS and bare-metal compute instances being deployed by tracked cloud service providers, region by region around the entire world. The service also includes email response within 16 business hours to answer your questions about the reports and data. Subscribers may optionally purchase analyst time to talk directly with our analysts, plus custom reports, analysis and data views.

The tracked CSPs are:

  • Alibaba Cloud
  • Amazon Web Services (AWS)
  • Google Cloud Platform (GCP)
  • Microsoft Azure (Azure)

Liftr Insights plans to add more CSPs to the Cloud Components Tracker in the future.

For tracked CSPs, Liftr Insights gathers IaaS and bare metal instance type data describing:

Instance Type Metadata
CSP

Type Family

Type Size

Region

On-Demand / “Pay as You Go” Price

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

Who should subscribe?

Technology investors

Liftr Cloud Components Tracker supports technology investors’ decisions on public clouds

  • TMT hedge fund managers can power their quant models with faster and more frequent alternative data.
  • Technology fund portfolio managers can make nimble diversification and rebalancing decisions with market share data.
  • Our methodology helps TMT investors meet compliance policies. We collect data from public sources within intellectual property terms and conditions to help investors stay compliant with regulations and oversight.
  • Monthly data collection and analysis is more timely and provides more actionable insight into CSP and cloud supply chain investments and success.

Cloud supply chain

  • Cloud Service Providers can assess their successes and shortcomings against market leaders and emerging competitors.
  • Component vendors can track the number and location of instances containing their products (market share) at each CSP as well as prices, regional availability and other patterns in hardware deployment.
  • IT Service companies can plan regional and worldwide deployments based on the availability of similar capabilities regionally and between cloud service providers.

Methodology

Market Intelligence as a Platform

Liftr Insights’ differentiation is DevOps-based data collection and analysis. We call our methodology “Market Intelligence as a Platform.” It uses software automation to collect data from public sources. It eliminates bias by avoiding surveys and estimations.

We directly enumerate public cloud infrastructure availability (what exists), capability (what’s in it) and pricing (what it costs). We collect data from public sources to meet investors’ compliance policies. Our methodology helps investors stay compliant with regulations and oversight in the US, EU and elsewhere.

Market Intelligence as a Platform means

  • Automated data collection, direct measurement
  • Comprehensive market coverage
  • Objective quant analysis
  • Rapid data delivery & response to market changes

Liftr Insights data is more thorough and our delivery cadence is faster than traditional data providers.

Who should subscribe?

Technology investors

Liftr Cloud Components Tracker supports technology investors’ decisions on public clouds

  • TMT hedge fund managers can power their quant models with faster and more frequent alternative data.
  • Technology fund portfolio managers can make nimble diversification and rebalancing decisions with market share data.
  • Our methodology helps TMT investors meet compliance policies. We collect data from public sources within intellectual property terms and conditions to help investors stay compliant with regulations and oversight.
  • Monthly data collection and analysis is more timely and provides more actionable insight into CSP and cloud supply chain investments and success.

Cloud supply chain

  • Cloud Service Providers can assess their successes and shortcomings against market leaders and emerging competitors.
  • Component vendors can track the number and location of instances containing their products (market share) at each CSP as well as prices, regional availability and other patterns in hardware deployment.
  • IT Service companies can plan regional and worldwide deployments based on the availability of similar capabilities regionally and between cloud service providers.

Methodology

Market Intelligence as a Platform

Liftr Insights’ differentiation is DevOps-based data collection and analysis. We call our methodology “Market Intelligence as a Platform.” It uses software automation to collect data from public sources. It eliminates bias by avoiding surveys and estimations.

We directly enumerate public cloud infrastructure availability (what exists), capability (what’s in it) and pricing (what it costs). We collect data from public sources to meet investors’ compliance policies. Our methodology helps investors stay compliant with regulations and oversight in the US, EU and elsewhere.

Market Intelligence as a Platform means

  • Automated data collection, direct measurement
  • Comprehensive market coverage
  • Objective quant analysis
  • Rapid data delivery & response to market changes

Liftr Insights data is more thorough and our delivery cadence is faster than traditional data providers.

Valuable Insights on the Cloud Ecosystem

Get your copy of a sample Liftr Cloud Components report


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)

Amd (AMD)
Intel (INTC)
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)
and more

Our data also provides insight into the general industry as well as global trends as services are adjusted in regions around the world.

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)
Amd (AMD)
Intel (INTC)
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)
and more

Our data also provides insight into the general industry as well as global trends as services are adjusted in regions around the world.

Learn More About Liftr Insights

Discover More Resources
Close-Ups Interviews

CLOSE-UP INTERVIEWS

Watch Interview Series >

Read the latest blogs from Liftr insights

LIFTR INSIGHTS BLOG

Click to Read More >

Watch Liftr Look Ahead for an unbiased perspective and cloud predictions backed up by big data in the form of our proprietary Liftr Index.

LIFTR LOOK AHEAD

Click to Watch Video Series >

Follow Liftr Insights on events we will be attending and recaps on events we have attended

UPCOMING EVENTS

Click to See Events Attending >

Learn More About Liftr Insights

And Discover More Resources
Close-Ups Interviews

CLOSE-UP INTERVIEWS

Watch Interview Series >

Read the latest blogs from Liftr insights

LIFTR INSIGHTS BLOG

Click to Read More >

Watch Liftr Look Ahead for an unbiased perspective and cloud predictions backed up by big data in the form of our proprietary Liftr Index.

LIFTR LOOK AHEAD

Click to Watch Video Series >

Follow Liftr Insights on events we will be attending and recaps on events we have attended

UPCOMING EVENTS

Click to See Events Attending >

“We identify trends and deliver insights about deployed Internet-attached infrastructure.”

Learn more about Liftr Insights services