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Tariffs on Semiconductors? Investment Shifts and Global Geopolitical Tensions Revealed in Liftr Insights Data

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

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AMD vs. Intel: Stock Performance Revealed in Market Reports from Liftr Insights

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

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Immersion Cooling: Latest Trends and Announcements

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.

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Investing in AI Data Centers? Land and Water Could Make or Break You

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

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NVIDIA, Did You Say CPU or GPU?

NVIDIA, Did You Say CPU or GPU?

Can Arm help NVIDIA become even more dominant? 

Part 6 of the Arm Rising Series, by Liftr Insights

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

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Google Axion CPUs: Better Late Than Never

Google Axion CPUs: Better Late Than Never

1/5 of all instances deployed in Q4 2024 were GCP’s own Axion

Part 5 of the Arm Rising Series, by Liftr Insights

Like Microsoft, Google also took a wait-and-see attitude toward building its own Arm CPUs. And just like Microso

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2025 AI Market Insights: Growth, Dynamics, and Future Trends

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.

 

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Open source AI with benefits?

Open source AI with benefits?

Not all open source is created equal

Part 4 of the AI Model Series, by Liftr Insights

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

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AWS Bets on Arm: Graviton

AWS Bets on Arm: Graviton

AWS continues its emphatic endorsement of Arm with its Graviton chips

Part 4 of the Arm Rising Series, by Liftr Insights

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

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Biggest Trend in Machine Learning Highlighted by One Set of Libraries

Biggest Trend in Machine Learning Highlighted by One Set of Libraries

How One Person Can Drive Enormous Change

Part 3 of the AI Model Series, by Liftr Insights

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,

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Is Amazon jump starting an FPGA renaissance in AI?

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)

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Ampere: A David vs. Goliath story in the cloud, as told by Liftr Insights data

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 Ampere

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Ampere: A David vs. Goliath story in the cloud

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.
Part 3 of the Arm Rising Series, by Liftr Insights

SoftBank announced its intent to acquire Ampere Computing for $6.5 billion on March 19, 2025, stating "Ampere’s expertise in

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Most Downloaded AI Model Isn't What You Think, according to Liftr Insights data

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

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AI Distills Millions of Data Records

AI Distills Millions of Data Records

Tabular data models demonstrate an unsung portion of AI model universe by managing complex data
Part 2 of the AI Model Series, by Liftr Insights

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

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Arm was 33% of Microsoft Azure New Deployments, according to Liftr Insights data

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

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