Hyperscaler AI Capex by Company

Name: Hyperscaler AI Capex by Company
Creator: Silicon Analysts

Quarterly capital expenditure (cash purchases of property and equipment) by the four largest AI infrastructure buyers — Microsoft, Alphabet, Amazon, and Meta — from Q1 2022 thro…

Coverage window: Q1 2022 → Q1 2026 (68 rows)
Computed from the backing series at page-render time — never typed by hand.
History honesty: Observations recorded as published; no archive backfill flag on this series.
Cadence: Weekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
Revision policy: Points change only through staged updates (market_data_staged_updates) with an audit log; the Pro export carries X-Corrections-Count.
Sources (source_name): META 2024 10-K (SEC 0001326801-25-000017) (3) · META Q3 2024 10-Q (SEC 0001326801-24-000081) (2) · META Q1 2024 10-Q (SEC 0001326801-24-000049) (2) · META Q2 2024 10-Q (SEC 0001326801-24-000069) (2) · META Q1 2025 10-Q (SEC 0001326801-25-000054) (1) · META Q2 2025 10-Q (SEC 0001628280-25-036791) (1) · META Q1 2026 10-Q (SEC 0001628280-26-028526) (1) · AMZN 2023 10-K (SEC 0001018724-24-000008) (1)
Known gaps: Known-gaps review pending — the coverage boundaries above are computed and current, but the curator’s qualitative gaps assessment has not been written yet. We state that rather than inventing one.
Access: Free API key
API: /api/v1/market-data/hyperscaler-ai-capex
Machine-readable: /api/v1/catalog/hyperscaler-ai-capex/contract