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…

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 Supply Chain Transparency

Liftr Cloud Components Tracker provides data about public cloud Infrastructure as a Service (IaaS). The semi-monthly data tracks processor and accelerator chips used by the clouds at a detailed level.

Cloud infrastructure purchases represent over 50% of the worldwide data center infrastructure market (chips, servers and other equipment). Cloud service providers choose not to make this data available and restrict their supply chain from providing data via non-disclosure agreements.

Increased Cadence for Forecasting Cloud Deployments

In July 2020, Liftr Insights increased its cadence to semi-monthly scans. From March 2019 to July 2020, Liftr Insights customers witnessed the doubling of the number of unique combinations of configuration and deployment locations.

The Impact of COVID-19

COVID-19 started to impact planning in March 2020. Planned cloud deployments were not substantially affected at a month-to-month level until May.

May 2020 was a pivotal month. The overall compound monthly growth rate (CMGR) of the top four public IaaS providers from May 2020 through the first half of August 2020 was nearly double overall CMGR from March 2019 through May 2020 (6.1% to 3.3%, respectively).

«This data will help our customers gauge the growth direction and magnitude every few weeks,» says Tab Schadt, CEO of Liftr Insights. «They will be among the first to observe and react when cloud growth returns to pre-COVID-19 levels.»

About Liftr Insights

Liftr Insights, based in Austin, Texas, provides several tools for evaluating its data and analysis:

  • Quantitative and algorithmic investors use Liftr Insights’ data definitions, sample data, and backtesting guide to assess Liftr Cloud Components Tracker data in their own modeling environments.
  • Research analysts, fundamental investors, and supply chain planners assess Liftr Insights sample monthly reports and spreadsheets.

Liftr Insights’ data collection is compliant with SEC policies and currently gathers publicly available data about the top four public clouds: Amazon Web ServicesMicrosoft Azure, Alibaba Cloud, and Google Cloud, as well as semiconductor vendors AMD, Intel, NVIDIA, and Xilinx.

Liftr Insights provides a high-level map overlay of service growth and availability for the four tracked cloud service providers at https://bit.ly/LiftrCloudRegionsMap.

Liftr and the Liftr logo are registered service marks of Liftr Insights. The following are trademarks and/or service marks of Liftr Insights: Liftr Insights, Liftr Cloud Components Tracker, and Liftr Cloud Regions Map.

The following are registered intellectual property marks, trademarks or service marks of their respective companies, along with related icons and logos:

Amazon

Amazon Web Services

Microsoft Azure

Alibaba Cloud

Google Cloud

Intel Corporation

NVIDIA

AMD

Xilinx

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SOURCE Liftr Insights