Counterpointresearch

Name: Proprietary syndicated market-research trackers and datasets on AI infrastructure: hyperscaler AI capex tracking, an 'Accelerator Deployment View' of installed/shipped AI accelerators by vendor and cloud operator, training-vs-inference cost/utilization benchmarks, and multi-year AI data-center capacity/power outlooks.
Creator: Counterpointresearch

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Proprietary syndicated market-research trackers and datasets on AI infrastructure: hyperscaler AI capex tracking, an 'Accelerator Deployment View' of installed/shipped AI accelerators by vendor and cloud operator, training-vs-inference cost/utilization benchmarks, and multi-year AI data-center capacity/power outlooks.

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Coverage

Universe, instruments and categories.

Industry: Technology Market Research
Instruments: equities
Categories: AlternativeFundamental
Regions: US
Sample tickers: NVDAMSFTGOOGLAMZNMETAAMD

Dataset card

Type: not stated
Format: Tabular / Text (quantitative trackers and written analyst reports)
Volume: Est. dozens of AI-vertical reports/trackers published per year (site shows near-weekly new reports across AI, semiconductor, and industry-beat categories in Sept 2026 alone), part of a broader multi-year syndicated research catalog across many tech verticals.
Users: N/A — B2B syndicated-research subscription business, not a registered-user consumer product; est. hundreds of enterprise/institutional subscriber accounts typical for a boutique analyst firm of this size (~170 employees).
History: not stated
Update frequency: not stated
Growth: Active — new trackers and reports published on a near-weekly cadence as of September 2026, with a dedicated and apparently newer 'Cloud AI' vertical layered onto the firm's established semiconductor/mobile coverage.
Launched: Est. founded ~2009 as a technology market-research firm, with the AI/Cloud AI tracker vertical appearing to be a more recent addition (report content concentrated in 2026)
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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