About Hyperscaler Capex
Every quarter of capex, straight from the earnings release.
Hyperscaler Capex puts the capex line from every earnings release into one table you can sort, filter and cite: Microsoft, Alphabet, Amazon, Meta and Oracle, the listed neoclouds, and the Chinese cloud groups. Each row is one company in one quarter, with the guidance given that day. Every figure links to the release, filing or transcript it came from, with the definition behind it. The methodology shows how.
Hyperscaler Capex is published by Beundra AB. One sponsor slot sits under the table and is labelled; it never touches the data. Questions and corrections: desk@hyperscalerscapex.com.