Intelligence Compute Tracker

Hyper-focused
on Hyperscale AI Compute

The Liftr® Intelligence Compute Tracker℠ tracks the pulse of AI introductions, directional trends, market share, underlying product details, and insights into the who/what/where of AI infrastructure.

Liftr Intelligence Compute Tracker offers subscribers:

5 years of trends and comparable history
Leverages select data from Cloud Components Tracker℠ but adds layers of additional insight:
- Focused on AI Training & Inference semiconductors
- Tracking of AI reservations, previews, and limited access types
- AI-focused CSPs: CoreWeave, Lambda, Vultr

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Hyper-focused on hyperscale AI.

Intelligence Compute Tracker gives you the pulse of AI infrastructure.

Six Times Faster Than Quarterly Data

Liftr Insights tracks and delivers data semi-monthly, 6x faster than quarterly cloud data sources. Liftr Insights also delivers 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 from January 2022 to January 2023;
Year-over-year growth by month, such as from January 2022 to January 2023;
Sequential month-to-month growth compared to previous year, such as January 2022 to January 2023 growth compared to January 2021 to January 2022 growth;
Rolling six-month CMGR (Compound Monthly Growth Rate), month by month, such as from January 2022 to January 2023 CMGR.

Stop settling for incomplete information and start feeling confident knowing you have reliable, unique data.

Get Your Quickview Summary

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.

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

Data 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 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 Size
Global Region
CSP Price

CPU Specifications

Vendor
Brand
Model Series
Model Number
Generation
Core Count
Core Speed
Memory Size

Accelerator Specifications

Accelerator Type
Vendor
Brand
Model Series
Model Number
Chip Count
Memory Size

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)
Huawei (002502.SZ)
CoreWeave
Lambda
Vultr

AMD (AMD)
Intel (INTC)
ARM (ARM)
Xilinx (XLNX)
NVIDIA (NVDA)
Qualcomm (QCOM)
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