Hyperscaler capex

Capex by company

13 companies and 82 quarterly readings. Open a company for its full series, chart and sources.

US hyperscalers

Group page
  • Microsoft $45.2B in FY2027 Q1 · Q3 2026 · guided about $170B for CY2026
  • Alphabet $51.4B in CY2026 Q3 · Q3 2026 · guided $195B to $205B for CY2026
  • Amazon $77.3B in CY2026 Q3 · Q3 2026 · guided about $220B for CY2026
  • Meta $34.9B in CY2026 Q3 · Q3 2026 · guided $135B to $145B for CY2026
  • Oracle $28.5B in FY2027 Q1 · Q3 2026

Neoclouds

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  • CoreWeave $9.4B in CY2026 Q3 · Q3 2026 · guided $37B to $39B for CY2026
  • Nebius $5.7B in CY2026 Q2 · Q2 2026
  • IREN $4.8B in FY2027 Q1 · Q3 2026

China cloud

Group page
  • Alibaba ¥67.7B in CY2026 Q2 · Q2 2026
  • Tencent ¥52.8B in CY2026 Q2 · Q2 2026
  • Baidu ¥11.4B in CY2026 Q2 · Q2 2026

Other platforms

Group page
  • Apple $2.2B in FY2026 Q4 · Q3 2026
  • IBM $457M in CY2026 Q3 · Q3 2026