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.
Liftr Insights, a pioneer in market intelligence about hyperscale cloud infrastructure, has identified vast market share changes over the past year of which others have been unaware.
What is Cloud Chip Share?
The top four public cloud providers represent a significant portion of semiconductor chip consumption with their hyperscale infrastructure. Their purchase decisions affect the overall chip market, so investment portfolio managers and research analysts, as well as supply chain vendors, pay close attention.
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Making otherwise opaque information visible
“Our market intelligence, leveraging unique datasets, provides visibility into infrastructure activity which would otherwise be opaque,” says Tab Schadt, CEO of Liftr Insights. “Our customers never expected to see this dramatic of a shift among the technology providers. It’s been exciting to watch the changes from one of our monthly analyses to the next.”
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What is changing?
Liftr Insights data demonstrates that over the past 18 months, Intel’s share of offerings in the public cloud market has decreased over 12%. While our data shows AMD gaining ground, the true disrupter is Amazon Web Services. AWS is producing, marketing and expanding deployments of their own ARM-based Graviton processors. Liftr Insight’s data shows that AWS Graviton now makes up nearly 4% of offerings across the top four CSPs and almost 14% of AWS’s offerings. This is up from less than 1% 18 months earlier.
Early Insights
“There are rumors that Azure and other providers may follow AWS’s lead,” says Schadt. “Our customers will be among the first to see and track when those changes occur.”
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