Observatory / Four hyperscalers: cash capex
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Four hyperscalers: cash capex

Is investment still expanding?

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Is investment still expanding?

Four hyperscalers: cash capex · Quarterly

Calculated from primary data
1,650.5USD 100m
+353 USD 100m vs. prior period Last 3 average above prior 3
Microsoft358.02 USD 100m21.7%
Amazon542.08 USD 100m32.8%
Alphabet449.24 USD 100m27.2%
Meta301.16 USD 100m18.2%

History: 6 observations · Local history available

Consolidated cash purchases of property and equipment by Microsoft, Amazon, Alphabet and Meta, aligned to calendar quarters. Excludes finance-lease additions and principal repayments; asset-sale proceeds and incentives are not deducted. Includes non-cloud and non-AI businesses.

As of: 2026-06-30 · Calculated from primary dataPrimary source: SEC company filings · locally aggregated
View data table (last 24 observations)
PeriodValue (USD 100m)Type
2026-06-301,650.5Calculated value
2026-03-311,297.5Calculated value
2025-12-311,186.32Calculated value
2025-09-30972.71Calculated value
2025-06-30882.46Calculated value
2025-03-31719.02Calculated value
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Report and verification dates are labeled separately. Original release timestamps are shown when explicitly provided by the source. Quotations retain their source language.