Liftr Insights, a leading provider of cloud and semiconductor market intelligence, has launched customizable Market Reports that deliver data-driven insights into competitive dynamics between industry giants like AMD and Intel. These reports provide analysts and investors with quantifiable metrics across product lines, regions, and workloads, enabling informed decisions in the fast-evolving tech landscape.
Liftr Insights' Q4 2024 data shows Intel leading AMD in general-purpose cloud workloads at Microsoft Azure.
AMD outperforms Intel in accelerated workloads, excelling in AI-driven CPU applications.
Reports cover over 75% of the public cloud market with six years of historical data.
AMD's MI300x gains market traction, while Intel's Gaudi chips lag in adoption.
Liftr's data correlates strongly (0.98 RSQ) with AWS revenue, aiding investment strategies.
Customizable reports provide real-time market trends for cloud and semiconductor sectors.
In Q4 2024, Liftr Insights data highlighted Intel's stronger performance in general-purpose workloads at Microsoft Azure, achieving a 2.8% growth compared to AMD's 1.7% increase. This edge persisted despite the launch of Azure's Cobalt CPU, signaling Intel's robust momentum in the cloud computing space. The data underscores Intel's competitive advantage in traditional cloud workloads, a critical metric for investors tracking semiconductor market share.
Conversely, AMD demonstrated superior performance in accelerated workloads, particularly in AI-driven applications. Liftr Insights data indicates that AMD CPUs were more frequently attached to accelerated instances than their general-purpose counterparts. This trend highlights AMD's strategic positioning as a leading CPU provider for AI workloads, a rapidly growing segment in the semiconductor industry.
Liftr Insights' Market Reports leverage over six years of historical data, covering more than 75% of the public cloud market. "Our data has a strong correlation with underlying company performance—such as a 0.98 RSQ correlation with AWS revenue—making it a powerful tool for investors," said Tab Schadt, CEO of Liftr Insights. This depth and accuracy make the reports invaluable for analysts seeking reliable market intelligence.
The reports also reveal key trends in product adoption. AMD's MI300x has gained significant traction in key markets, positioning it as a strong contender in AI and semiconductor spaces. In contrast, Intel's Gaudi chips have yet to achieve comparable adoption, signaling potential challenges in market penetration. These insights provide critical signals about the divergence in stock performance between AMD and Intel.
Liftr Insights' customizable Market Share Reports include share percentages, recent changes, and relevant trends, tailored to specific customer needs. "We're proud of our ability to answer specific customer questions through tailored data reports," added Schadt. "Unlike other sources that publish delayed quarterly or annual updates, our clients stay in sync with real-time market activity tuned to the signals they want to monitor." This real-time capability sets Liftr apart in delivering actionable insights.
Liftr Insights collaborates with industry analysts and C-level executives to provide market intelligence that drives strategic decisions. "Once financial services firms understand the baseline of our data, they're often surprised by how immediately applicable it is to their investment strategies," said Schadt. This collaboration ensures that the reports are both comprehensive and practical for stakeholders in the tech industry.
Liftr Insights continues to lead the market research industry by offering customized, timely, and reliable data for the cloud, AI, and semiconductor markets. These reports empower investors and analysts to navigate the competitive landscape with confidence, making them a vital resource for tracking industry trends and stock performance.
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