Tariffs on Semiconductors? Investment Shifts and Global Geopolitical Tensions Revealed in Liftr Insights Data
Investment flows are being reshaped by tariffs and tech sovereignty as seen in new data signals.
AUSTIN, Texas, Aug. 28, 2025 /PRNewswire/ -- Amid escalating U.S. tariffs and intensifying geopolitical tensions, Liftr Insights, a leading provider of alternative data analytics for the cloud, AI, and semiconductor industry, has created a
AMD vs. Intel: Stock Performance Revealed in Market Reports from Liftr Insights
Unique data provides signals, as shown in Liftr Insights' newest Market Reports
AUSTIN, Texas, Aug. 26, 2025 /PRNewswire/ -- Liftr Insights, a leading provider of cloud and semiconductor market intelligence, has announced its newest brand of customizable Market Reports offering unique data-driven insights into competitive industry dyna
Immersion Cooling: Latest Trends and Announcements
Yep, it's immersion cooling.
Allison Boen from Alcatex, Inc. - Data Center Services is joining Tab Schadt, and we're sharing everything you need to know about immersion cooling from an investment, data intelligence, and supply chain perspective.
Investing in AI Data Centers? Land and Water Could Make or Break You
On this Liftr Insights C-Level Chat, CEO Tab Schadt discussed the resources needed for scaling and investing (financially and operationally) with new AI data center construction and advancement with Heath Lovell, Co-Founder of Dair Capture.Heath Lovell brings a unique and intriguing perspective to this industry with his direct air capture techno
NVIDIA, Did You Say CPU or GPU?
Can Arm help NVIDIA become even more dominant?
NVIDIA exited 2024 with an over 84.9% share of accelerators deployed in the cloud, as shown by Liftr Insights data. Given this dominant market position, what else can NVIDIA do to add customer v
Google Axion CPUs: Better Late Than Never
1/5 of all instances deployed in Q4 2024 were GCP’s own Axion
Like Microsoft, Google also took a wait-and-see attitude toward building its own Arm CPUs. And just like Microso
2025 AI Market Insights: Growth, Dynamics, and Future Trends
The Powering the AI Stack Podcast, featuring Liftr Insights CEO Tab Schadt, discussed how market intelligence can guide strategic decisions, highlighting the key signals stakeholders should closely monitor.
Open source AI with benefits?
Not all open source is created equal
Hugging Face is the leading repository for open source AI models and datasets. As of April 2025, there were 68 different open source licenses across the over 1.3 million active downloadable m
AWS Bets on Arm: Graviton
AWS continues its emphatic endorsement of Arm with its Graviton chips
AWS is the dominant deployer of Arm-based instances, with a 57.2% share of Arm instances in the public cloud. While its initial focus was to drive costs dow
Biggest Trend in Machine Learning Highlighted by One Set of Libraries
How One Person Can Drive Enormous Change
Liftr Insights has been tracking a wide range of AI and ML projects. Among them, PyTorch Image Models (Timm) stands out. With over 160 million downloads in February 2025,
Is Amazon jump starting an FPGA renaissance in AI?
Sort of. But, GPUs aren’t going anywhere
Liftr Insights observed that 37.5% (over 1/3) of AWS’s accelerated servers deployed in the first half of February 2025 were FPGA-based. This deployment supported its recently announced F2 instances. FPGAs are still a small portion (3.3% per Liftr Insights data as of the end of February 2025)
Ampere: A David vs. Goliath story in the cloud, as told by Liftr Insights data
Amid SoftBank acquisition, there are dark clouds on the horizon for Ampere's long history in the clouds
AUSTIN, Texas, March 26, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released information about AmpereRead More
Ampere: A David vs. Goliath story in the cloud
Ampere’s long history in the clouds is shown in the Lift Insights data, but there are dark clouds on the horizon.
SoftBank announced its intent to acquire Ampere Computing for $6.5 billion on March 19, 2025, stating "Ampere’s expertise in
Most Downloaded AI Model Isn't What You Think, according to Liftr Insights data
Tabular data, not NLP, has more downloads per model on average, as shown by Liftr Insights data
Liftr Insights, a pioneer in market intelligence driven by unique data, released an article about Tabular AI Models as part of its AI Series showing that Tab
AI Distills Millions of Data Records
Tabular data models demonstrate an unsung portion of AI model universe by managing complex data
There are models downloaded 8x more, on average, than the traditional types of models you know. And, no, it's not a model from DeepSeek, OpenAI, Goog
Arm was 33% of Microsoft Azure New Deployments, according to Liftr Insights data
Azure is one of the clouds showing strong Arm adoption, as shown by Liftr Insights data
AUSTIN, Texas, Feb. 19, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released an article about Azure showing that 33% of all instances
Arm's Influence Rising at Microsoft
Azure is one of the clouds showing strong Arm adoption, as shown by Liftr Insights data
32.9% of new CPUs deployed on Azure in the fourth quarter of 2024 were Arm-based chips. Specifically, these Arm-based processors were Azur
Blinded by DeepSeek; A Million Other AI Models tracked by Liftr Insights
Liftr Insights article describes what is being missed with the focus on DeepSeek and OpenAI.
AUSTIN, Texas, Feb. 5, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released an article describing data insights into the millions of other models in the wake of recent news focused on the popular
DeepSeek and a Million Other AI Models
Analysts are blinded by DeepSeek and OpenAI and missing the depth of data revealed by Liftr Insights
In January 2025, the announcement of a new AI model called DeepSeek R1 significantly impacted U.S. financial markets. This China-developed large
ARM Elbows In: Strong Q4 for ARM per Liftr Insights data
Liftr Insights article shows the rise and growing influence of ARM in global cloud.
AUSTIN, Texas, Jan. 29, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released an article outlining the numbers behind ARM growth in the major cloud providers.
Interestingly, ARM instances represent
Arm Elbows In: The rising influence of Arm in the cloud
Liftr Insights data show the rise and growing influence of Arm in global cloud
In Q4 of 2024, 1 of every 4 new processor types deployed in the major public cloud providers were on Arm-based CPUs, as shown by Liftr da
Strong AI Growth in Q4 Cloud: per Liftr Insights data
Liftr Insights data puts objective numbers to AI growth across the globe.
AUSTIN, Texas, Dec. 11, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, has revealed a strong growth of AI in the cloud when it comes to AI options and AI costs.
The quarter is not over, but Liftr Insights data
Intel's Real Threat: ARM? Per Liftr Insights data
Liftr Insights data shows the impact of ARM on Intel, especially with the introduction of Azure Cobalt and Google Axion
AUSTIN, Texas, Dec. 3, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, revealed data providing a glimpse into the growth of ARM and its impact on Intel's CPU market share i
Azure releases Cobalt on ARM; shown by Liftr Insights
Liftr Insights data reveals extent of Azure's deployment; following AWS's lead almost a decade prior.
AUSTIN, Texas, Nov. 13, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market
Oracle Cloud offers lowest price per CPU core; per Liftr Insights
Liftr Insights data reveals differences of Oracle Cloud on many factors from number of cores to price per core, but not always.
AUSTIN, Texas, Oct. 30, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, revealed that Oracle offers an average price of 5.1 cents per CPU core per hour, lower than
Azure Dominates High Performance Database Workloads: Liftr Insights data
AWS and GCP don't even come close to the number of configuration options Azure offers for this workload
AUSTIN, Texas, Oct. 15, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, demonstrated how much further ahead Azure is compared to other major providers for certain workloads.
Liftr
Azure provides better rates than AWS for higher RAM: Liftr Insights data
Liftr analysis shows lower prices at Azure than AWS for compute instance types with larger RAM
AUSTIN, Texas, Aug. 28, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, demonstrated the price differences between Azure, AWS, and GCP cloud providers.
Liftr data show that the prices for A
NVIDIA AI instances costing $2M in power, annually: Liftr Insights data
Liftr Insights runs the calculations for 2,000 NVIDIA cards based on its data covering semiconductors and power
AUSTIN, Texas, Aug. 20, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, demonstrated the on-going costs for running popular AI workloads from NVIDIA.
NVIDIA has been domina
Which Cloud Is Aging Better--AWS or Azure? Liftr reveals Insights into the answer
Liftr Insights data show where the cloud providers are aging and by how much
AUSTIN, Texas, July 2, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, revealed that while Azure has shown many signs of growth in North America, the truth is dependent on the region.
Liftr® tracks data for
AMD MI300 Seen In The Wild: Liftr Insights Data
Liftr Insights data catches first glimpse of MI300 GPU accelerators, fueling speculation about how this affects NVIDIA
Liftr Insights, a pioneer in market intelligence driven by unique data, caught the first appearance of the MI300 that places AMD alongside NVIDIA GPUs in the public cloud.
AWS Launches 896-Core Instance, Double What Competitors Offer
Liftr Insights data show how far ahead AWS is with memory-optimized cloud instances
Liftr Insights, a pioneer in market intelligence driven by unique data, revealed today that it detected AWS's recent launch of an 896-core instance type, surpassing the previous highest core counts by any cloud provider.
AI Accelerator Prices Rising, But It's Good for Users
Liftr Insights data show how increasing prices can be misleading corporate analysts
AUSTIN, Texas, May 29, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, verifies that prices of AI cloud compute are increasing, but that users are getting more value per dollar in return.
Power-Hungry AI Chips Enhance Liftr Services Portfolio
Leveraging their domain experience, Liftr helps data centers forecast their power needs
AUSTIN, Texas, May 2, 2024 -- Liftr Insights, a pioneer with over 5 years of market intelligence experience, began offering power insights for data center analysts.
This comes aside news reports about the latest chips, such as the NVIDIA H10
Lambda Labs AI Cloud Data Added to Liftr Insights
Liftr adds Lambda alongside other cloud providers from AWS to Oracle Cloud to Vultr.
AUSTIN, Texas, March 26, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, adds Lambda Labs to its growing list of cloud service providers.
Lambda, like CoreWeave and Vultr, is a smaller cloud service
Vultr Cloud AI Added to Liftr Insights Data
Liftr adds Vultr alongside other cloud providers from AWS to Oracle Cloud to CoreWeave.
AUSTIN, Texas, March 5, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, has added Vultr to the growing list of cloud service providers it tracks.
As seen by the expansive growth of NVIDIA, Artific
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
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 t
Liftr Insights signs innovative partnership with M Science in the Financial Services space
AUSTIN, Texas, Sept. 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 provid
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. Multi
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, Texas, June 13, 2023 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by uniq
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 p
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-optimiz
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
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.
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.
Wh
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
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 C
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
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 Clou
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 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 s
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
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. Anot
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
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 architect
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
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 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' hy
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 intellige
Liftr Insights Releases its Market Intelligence Platform at OCP Global Summit 2020
AUSTIN, Texas, Feb. 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 I
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 marke