Read the latest news and announcements from Liftr Insights.

Liftr Insights adds new AI semiconductor data service with 5 years of history

AI Semiconductors Data, New Service by Liftr Insights

Liftr data introduces a new data service for market intelligence about AI Training and AI Inference semiconductors.

AUSTIN, Texas, Feb. 6, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, launched its Liftr® Intelligence Compute TrackerSM data service.

Since the explosive interest in ChatGPT by OpenAI, the demand for AI chips, especially the NVIDIA Hopper H100, has skyrocketed, but the impact extends to chips by Intel, AMD, and cloud service providers like AWS and Google, themselves.

AI is Accelerating Cloud Prices, as shown by Liftr Insights data

AI is Accelerating Prices in the Cloud, as shown by Liftr Insights data

Liftr Insights data highlights increasing prices for accelerators in a hot AI market.

AUSTIN, Texas, Nov. 14, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals signs of increased prices.

Over the past three months, the average price of accelerators has been increasing for the top Cloud Providers, including AWS, Azure, Alibaba (Aliyun) Cloud, and Google Cloud. For example, when looking at certain NVIDIA GPUs, Azure is leading the pack with prices increasing by 55.2% in the past 3 months. Specifically, these percentages are based on average price for NVIDIA Tensor Core (Ampere) models. Google Cloud was the next largest at 20.0% followed by Alibaba Cloud and AWS at 3.5% and 1.2%, respectively.

Liftr Insights signs innovative partnership with M Science in the Financial Services space

AUSTIN, TexasSept. 20, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, has officially partnered with M Science, the global leader in alternative data, to provide valuable data for their analysts and models.

Seeing CXL-ready instances is just the beginning. Our customers know there are more investment signals to come.

CXL makes appearance in public cloud, as shown by Liftr Insights data

Liftr Insights history of data will track growth relative to prior generations.

AUSTIN, Texas, June 15, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, identified deployment of CXL-ready instances in the cloud.

Liftr Insights data show the first instances appearing in May 2023. Multiple cloud providers have added these AMD and Intel Generation 9 processors. These are the first instances seen across the top six cloud providers, representing over 75% of the public cloud space.

AWS lags behind other cloud providers for Generation 9, as shown by Liftr Insights alternative data

AWS lags behind other top cloud providers, as shown by Liftr Insights data

Liftr Insights shows that AWS breaks trend by delivering after other top cloud providers.

AUSTIN, TexasJune 13, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, sees that of the top four (4) cloud service providers ("CSPs"), the latest generation processors have been deployed by all–all except for AWS.

"This is inconsistent for AWS (and an interesting signal)," says Tab Schadt, CEO of Liftr Insights. "To lag behind its peers is far from normal for AWS."

Aliyun is first to cloud with the 9th generation as seen in Liftr Insights data.

Aliyun Cloud leads top cloud providers with latest generation chips, as shown by Liftr Insights data

Liftr Insights identifies generation 9 chips deployed by Aliyun Cloud (Alibaba Cloud), before seeing production deployed by the likes of AWS and Azure.

AUSTIN, Texas, May 23, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, identified the first availability of generation 9 processors in the public cloud, with new chips deployed by Aliyun Cloud.

Intel losing market share in key workloads according to Liftr Insights data

Intel lost 13 points to AMD and ARM, but that's not all, says Liftr Insights data

Intel lost 13 percentage points over 3 years in a high-growth workload type: memory-optimized workloads.

AUSTIN, Texas, April 4, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows that Intel lost 13 percentage points over the three-year period ended December 2022 within the memory-optimized workload category.

NVIDIA Hopper H100 Insights provided by Liftr Insights

NVIDIA Hopper H100 is awaited in public cloud, tracked by Liftr Insights data

Leveraging previous trends, such as the NVIDIA A100 in Liftr Insights data, can provide insight into what can be expected.

AUSTIN, Texas, March 7, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals possible trends with NVIDIA. In particular, there are signals about when and where it may first appear in public clouds.

Liftr Insights data highlights increases in AWS prices while Microsoft Azure prices have been decreasing

AWS and Azure cloud pricing moving in different directions, as shown by Liftr Insights data

Liftr Insights data highlights increases in AWS prices while Microsoft Azure prices have been decreasing.

AUSTIN, Texas, Feb. 7, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals a trend in increasing prices for AWS while Microsoft Azure has gone in the opposite direction over 4 years.

Over the past year, there has been a 23.0% increase in average prices of on-demand compute instances at AWS. Liftr Insights data show that not only did AWS increase their average prices in 2020, 2021, and 2022, but the increases have been higher each year since 2019.

Liftr Insights shows notable growth of Azure in 2022

Microsoft Azure shows strong Q4 growth, as shown by Liftr Insights data

While the other cloud providers demonstrated impressive growth, Liftr Insights data revealed how Microsoft broke out from the rest.

AUSTIN, Texas, Jan. 18, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows 2022 growth of Microsoft Azure through the lens of Liftr Insights data.

While Microsoft Azure has shown large growth during Q4 for the past 4 years, over the past two years Microsoft has broken away from the pack with large Q4 investments into new infrastructure.

Ampere Computing is growing in the cloud

Ampere Computing shows growth in public cloud, as shown by Liftr Insights data

The growth of Ampere Computing, leveraging ARM architecture, in the public cloud is a strong signal for growth in private as well.

AUSTIN, Texas, Dec. 14, 2022 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows growth of Ampere Computing through the lens of Liftr Insights data.

Ampere Computing, a candidate for an IPO in the near future, first made an appearance among the top six cloud providers in mid-2021. The company's presence continues to expand in the cloud, with data showing annual growth as of mid-November 2022 of 443%.

Intel cloud market share is slipping, as seen in Liftr Insights data

Intel market share slipping in the cloud, as shown by Liftr Insights data

Intel has been losing cloud market share over months, quarters, and years according to Liftr Insights data

AUSTIN, Texas, Nov. 21, 2022 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, reveals data indicating the signs of struggle for Intel.

Public cloud providers like AWS, Azure, Google Cloud, Aliyun, Oracle Cloud, and Tencent Cloud all use Intel hardware for on-demand compute offerings. Intel represented 76% of all CPU components on September 30, 2022 which, according to Liftr Insights data, decreased from 81% a year before and 88% from December 31, 2019.

NVIDIA backbone seen with Liftr Insights unique data

NVIDIA's backbone revealed by data signals

Despite disappointing numbers, NVIDIA's core business remains strong, as shown by Liftr Insights data

AUSTIN, Texas, Nov. 10, 2022 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, shows strength within NVIDIA's business. 

Recent disappointing activity with NVIDIA has drawn many eyes, but a deeper dive shows that one of their business units has remained strong while others have faltered. That part? Data center revenue.

Tencent Cloud Shows Important Signals | Added to Liftr Insights Data

Liftr Insights adds Tencent Cloud, #3 Cloud Provider in China, to its existing data covering Aliyun, AWS, Azure, Google Cloud, and Oracle Cloud.

AUSTIN, TEXAS, August 15, 2022/ Liftr Insights, a pioneer in market intelligence covering the hyperscale cloud infrastructure market, added Tencent Cloud to its dataset. Including Tencent Cloud expands Liftr Insights’ coverage to over 75% of public cloud.

Oracle Cloud Grows | Added to Liftr Insights Dataset

Liftr Insights adds rising star Oracle Cloud to its existing public cloud component data covering Aliyun, AWS, Azure, and Google Cloud.

NVIDIA Investors May Not See This Competition Brewing

Among the growing number of options for accelerators are a new breed of potential competitors-their own customers
What Earnings Releases Aren't Saying

What ARM, Intel, AMD Earnings Reports Aren't Saying

Investors listen carefully, but there are still important signals left unsaid (or revealed months earlier).

AUSTIN, Texas, Aug. 5, 2021 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence about hyperscale cloud infrastructure, has identified market share changes and valuable insights which were buried during the earnings season.

Intel & AMD vs. AWS: Liftr provides Insights into significant changes in market share

While investors have been focused on AMD edging its way into the market dominated by Intel, Liftr Insights has been tracking a silent (and larger) threat.

Investors Receive Early Access To Data About AWS Low-Latency Zones

Liftr Insights alternative data reveals AWS Wavelength regions, designed to provide low-latency to their customers, before information was otherwise publicly available
Top Cloud Providers Double Compute Offerings in 5 Quarters | Liftr Insights Data Reveals

Top Cloud Providers Double Compute Offerings in 5 Quarters | Liftr Insights Data Reveals

Liftr Insights data on the top public cloud providers demonstrated a doubling of their offerings in 15 months

AUSTIN, Texas, Oct. 13, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in alternative data, identified that compute offerings by the top four public clouds worldwide have more than doubled from June 2019 to September 2020. Another tidbit (about Google Cloud) is included below.

Liftr Insights joins FISD | The future of alternative data

Liftr Insights joins FISD | The future of alternative data

Liftr Insights officially joined FISD in September 2020 with a shared purpose of improving best practices around alternative data

AUSTIN, Texas, Oct. 6, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in alternative data, has joined forces with FISD to help data producers and consumers leverage newer forms of data.

ARM: Making Silent Progress in the Shadows

ARM: Making Silent Progress in the Shadows

Liftr Insights is tracking the data showing ARM's progress in Cloud Service Providers like AWS.

AUSTIN, Texas, Sept. 29, 2021 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence about hyperscale cloud infrastructure, tracks data showing increases in use of Arm.

"The progress of processors based on the Arm architecture is interesting to watch in our semi-monthly data updates," say Tab Schadt, CEO of Liftr Insights.

Public Cloud Impacted by COVID-19 | Tracked by Liftr Insights

Public Cloud Impacted by COVID-19 | Tracked by Liftr Insights

AUSTIN, Texas, Sept. 1, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in hybrid alternative data, is the only source of time-series data on pre-COVID-19 public cloud infrastructure deployments. Hedge funds and other investors use Liftr Insights data for their investment models because they cannot purchase this level of detail elsewhere.

Cloud Chip Share Data Available in Record Time

Cloud Chip Share Data Available in Record Time

AUSTIN, Texas, Aug. 20, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in the hybrid alternative data market, is now delivering its monthly Liftr Cloud Components Tracker processor and accelerator share data within the first ten days after its end-of-month cloud scan.

Liftr Insights Defines Hybrid Alternative Data Market

Liftr Insights Defines Hybrid Alternative Data Market

Liftr Insights products serve as a model for hybrid alternative data where neither traditional market intelligence nor alternative data will suffice

AUSTIN, Texas, Aug. 11, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in hybrid alternative data, is defining the hybrid alternative data market for cloud infrastructure. Liftr Insights' hybrid alternative data products fill a data gap that neither traditional market intelligence nor alternative data can address.

Liftr Insights Increases Cadence of Data 6x Faster than Competition

Liftr Insights Increases Cadence of Data 6x Faster than Competition

Traditional market intelligence sources unable to match Liftr Insights' automated cadence

AUSTIN, Texas, Aug. 6, 2020 /PRNewswire/ -- Liftr Insights, a pioneer in generating hybrid alternative data, increased their supply chain data release time from 3 times to now 6 times faster than traditional cloud market intelligence sources.

Liftr Insights Releases its Market Intelligence Platform at OCP Global Summit 2020

AUSTIN, TexasFeb. 20, 2020 /PRNewswire/ -- Liftr Insights, a global internet-attached infrastructure industry research and advisory company, will be a sponsor at the 2020 Open Compute Project Global Summit in San Jose, California.

Liftr Insights will highlight its Market Intelligence as a Platform offering at its sponsor booth during the 2020 OCP Global Summit Expo.

Liftr Insights Secures Intel Corporation as Customer

Intel Corporation has subscribed to Liftr Cloud Components Tracker reports as a result of Liftr Insights' ongoing success delivering public cloud and internet-attached infrastructure market intelligence

AUSTIN, Texas, Nov. 19, 2019 /PRNewswire/ -- Liftr®InsightsTM, a DevOps-based public cloud and internet-attached infrastructure market intelligence firm, has signed Intel Corporation as a client of its Liftr Cloud Components TrackerTM.

As a result, Intel now has an additional edge over its competitors for market intelligence on the cloud ecosystem.

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

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