Liftr Cloud Components Tracker

Hybrid 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 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.
The Liftr Cloud Components Tracker Process Liftr Cloud Components Tracker Assess Competitiveness of IaaS and Metal Service Offerings

The tracked CSPs are:

 

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

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.

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

Liftr Cloud Components Tracker

Hybrid 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.

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





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 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 Insights gathers IaaS and bare metal instance type data

  • null

    Instance Type Metadata

    CSP

    Type Family

    Type Size

    Region

    On-Demand / “Pay as You Go” Price

  • null

    CSPs

    Instruction Set

    Vendor

    Brand

    Model Series

    Model Number

    Generation

    Core Count

    Core Speed

    Memory Size

  • null

    Accelerator Specifications

    Accelerator Type

    Vendor

    Brand

    Model

    Chip Count

    Memory Size

Liftr Insights gathers IaaS and bare metal instance type data

  • null

    Instance Type Metadata

    CSP

    Type Family

    Type Size

    Region

    On-Demand / “Pay as You Go” Price

  • null

    CSPs

    Instruction Set

    Vendor

    Brand

    Model Series

    Model Number

    Generation

    Core Count

    Core Speed

    Memory Size

  • null

    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)

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 others

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

Processor and Accelerator Market Share

Get your copy of the Liftr Cloud Components Tracker