Liftr Insights

What Liftr Insights does

Liftr Insights is a privately held market intelligence company founded in 2019 and headquartered in Austin, Texas, that addresses the deliberate opacity of public cloud providers regarding semiconductor consumption by using a proprietary DevOps-based methodology to enumerate internet-attached cloud infrastructure. The platform captures instance configurations, processor and accelerator types, deployment geography, and pricing across nine tracked providers—AWS, Azure, Google Cloud, Aliyun, Oracle, Tencent, CoreWeave, Lambda, and Vultr—representing over 75% of the public cloud market, with semi-monthly data delivery that the company positions as six times faster than traditional quarterly market intelligence sources.

The product portfolio centers on two subscription trackers, the Cloud Components Tracker (public cloud IaaS compute and chip share) and the Intelligence Compute Tracker (AI training and inference semiconductors), complemented by the AI-driven Liftr Indicator Scorecard (launching May 2026), a Supporting Data for AI & Cloud quarterly add-on report priced at $5,000, and a free Cloud Regions Map. Subscription pricing is not publicly disclosed; custom data projects are scoped and quote-based with bundled analyst access.

The company serves investment firms, hedge funds, Fortune 500 enterprises, and semiconductor companies (Intel is publicly named as a Cloud Components Tracker subscriber), operating on a direct enterprise field-sales model with selective distribution into financial services via FISD membership (since September 2020) and a September 2023 partnership with alternative data provider M Science. The business is founder-controlled (CEO Tab Schadt, previously founder of DoubleHorn Cloud Solutions, acquired) with Head of Operations & Product Drew Bixby; no institutional funding, parent company, or acquisitions are disclosed.

Name

Liftr Insights

Legal name

Liftr Insights

Website

https://liftrinsights.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Liftr Insights is a private market intelligence firm that uses DevOps-driven data collection to enumerate cloud and semiconductor deployments across nine providers covering over 75% of the public cloud market, serving investment firms, hedge funds, Fortune 500 enterprises, and chip makers with semi-monthly subscription trackers and customized data projects.

Ownership category

akta.pro rank

Product category

Cloud & Semiconductor Market Intelligence

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data & Analytics Platforms (Data Warehousing, Lakes, Streaming) (HDABAAAF)

Keywords

• Cloud market intelligence
• Semiconductor data analytics
• Alternative data services
• AI infrastructure tracking
• Cloud computing insights

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Data Services: Recurring subscription revenue from data products including Cloud Components Tracker and Intelligence Compute Tracker. Subscribers receive semi-monthly time-series data with analyst access included. Subscription data is more complete, enumerating all available instances versus sampling.
2. Customized Data Projects: Custom data projects tailored to specific customer needs, providing unique data to meet specific requirements.
3. Supporting Data Reports: One-time purchase reports covering cloud prices, availability, workloads, and global regions for 9 cloud providers. Report priced at $5,000 per purchase.
4. Market Reports: Customizable market reports offering data-driven insights into competitive industry dynamics, such as AMD vs Intel stock performance analysis.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Liftr Insights provides DevOps-based market intelligence on public cloud infrastructure and AI semiconductors. The company collects and analyzes data on cloud provider deployments, including processor and accelerator configurations, pricing, and geographic distribution across 9 major cloud providers covering over 75% of the public cloud market. Its primary offerings are subscription-based data trackers (Cloud Components Tracker and Intelligence Compute Tracker) and supporting data reports delivered semi-monthly to investment firms, hedge funds, Fortune 500 enterprises, and semiconductor companies.

Product overview

Liftr Insights provides a portfolio of market intelligence products built on its proprietary Market Intelligence as a Platform technology. The core offering consists of the Cloud Components Tracker (monthly public cloud IaaS tracking) and the Intelligence Compute Tracker (AI-focused hyperscale compute tracking), which subscribers can use separately or together. These are complemented by the Liftr Scorecard for unified framework analysis, the Supporting Data for AI & Cloud add-on report, and the free Cloud Regions Map tool. All products are powered by the company's DevOps-driven data collection methodology and subject matter expertise, with data delivered semi-monthly—six times faster than traditional quarterly reports.

Differentiator

Problem solved

Functional benefit

Brands

• Liftr Cloud Components Tracker: Monthly tracking of processor and accelerator share data for public cloud IaaS deployments.
• Liftr Intelligence Compute Tracker
• Liftr Indicator Scorecard
• Liftr Cloud Regions Map
• Liftr Cloud Distiller
• Liftr Close-Ups
• Liftr Cloud Patterns
• Liftr Look Ahead
• Liftr Edge Insights
• Liftr IoT Insights

Products and services

• Cloud Components Tracker

Quantifiable outcome

• Data delivered 6x faster than quarterly reports - providing over 6 timely data feeds in same time as traditional quarterly reports
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• M SciencecoreStrategic or Co-development Partner · 20 September 2023Liftr Insights partnered with M Science, the global leader in alternative data, to provide Liftr's unique cloud and semiconductor data to M Science's customers in the financial services space. This partnership expands distribution of Liftr's alternative data to institutional investors and hedge funds.
• FISD (Financial Information Services Association)coreOthersLiftr Insights is a proud member of FISD, a global forum of industry participants focused on identifying, informing, and evolving the trends that shape the financial information industry. FISD and its members have taken particular interest in alternative data, and Liftr helps advance those discussions.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• M Science: Global leader in alternative data for institutional investors, and Liftr's distribution partner. Both firms supply alternative datasets to hedge funds and financial institutions, with overlapping customer bases in cloud, semiconductor, and tech intelligence.
• SemiAnalysis: Independent research firm publishing deep analysis on AI semiconductors, hyperscaler compute, and GPU/cloud infrastructure. Highly comparable audience (institutional investors and semiconductor strategists) and product format (subscription intelligence) to Liftr's Intelligence Compute Tracker.
• DatacenterHawk: Market intelligence platform for data center and cloud infrastructure, tracking colocation, hyperscale, and cloud capacity. Comparable in tracking public cloud infrastructure economics and serving institutional and enterprise customers with subscription data.
• TrendForce: Market intelligence provider covering semiconductors, cloud servers, and AI infrastructure with recurring research subscriptions. Comparable product format and target customers in chipmakers, hyperscalers, and institutional investors.
• Similarweb: Alternative data provider of digital and web traffic intelligence widely used by hedge funds. Comparable business model (subscription alternative data to financial institutions) and similar appeal of semi-monthly/fresh data cadence for investment decisions.

Broad incumbents

• Omdia: Large-scale technology research firm covering cloud, semiconductors, and AI infrastructure. Overlaps with Liftr's Intelligence Compute Tracker and Cloud Components Tracker, but as part of a much broader enterprise research portfolio.
• IDC (International Data Corporation): Global market intelligence firm covering cloud infrastructure, semiconductors, and AI. Overlaps with Liftr's cloud and semiconductor coverage but operates at much greater scale across all of enterprise IT.
• Gartner: Broad IT research and advisory incumbent with coverage of public cloud IaaS, semiconductors, and AI infrastructure. Competes with Liftr indirectly via enterprise research subscriptions that include cloud provider market share data.

Others

• Eagle Alpha: Alternative data aggregator and advisory platform connecting institutional investors with data providers including cloud/semiconductor datasets. Functions as an ecosystem distributor and potential indirect competitor for Liftr's institutional customer wallet.

Emerging players

• Sensor Tower: Alternative data provider of mobile, app, and digital advertising intelligence sold primarily to hedge funds and financial institutions. Comparable subscription alt-data GTM into the same institutional investor segment Liftr targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LiftrInsights
• Facebookfacebook.com/LiftrInsights
• LinkedInlinkedin.com/company/liftr-insights

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Liftr Insights