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.

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.

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.

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.

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 frequent hybrid alternative data, which is enhance by subject matter expertise.
  • Technology fund portfolio managers can make nimble diversification and rebalancing decisions with data about technology companies of interest – with time-series data delivery, reduce the time it takes to make informed decisions to less than 30 days after new cloud deployments.
  • 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.
  • Our subject matter expertise offsets the cost and challenges of managing and standardizing large volumes of specialized data from multiple sources.

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.

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.

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

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:

  • 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.
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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 frequent hybrid alternative data, which is enhance by subject matter expertise.
  • Technology fund portfolio managers can make nimble diversification and rebalancing decisions with data about technology companies of interest – with time-series data delivery, reduce the time it takes to make informed decisions to less than 30 days after new cloud deployments.
  • 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.
  • Our subject matter expertise offsets the cost and challenges of managing and standardizing large volumes of specialized data from multiple sources.

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.

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.

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.

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.

Valuable Insights on the Cloud Ecosystem

Get your copy of a sample Liftr Cloud Components report