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Hyperscaler AI-Related Capital Expenditure

Hyperscaler AI-Related Capital Expenditure. Demo series compiled by The Latent research desk.

Hyperscaler AI-Related Capital Expenditure

  • Microsoft
  • Alphabet
  • Amazon
  • Meta
Hyperscaler AI-Related Capital ExpenditureDemo preview through July 2026 (USD billions).$150$100$50$0Microsoft, 2023-08-01T00:00:00.000Z: $20.3Alphabet, 2023-08-01T00:00:00.000Z: $16.4Amazon, 2023-08-01T00:00:00.000Z: $18.3Meta, 2023-08-01T00:00:00.000Z: $11.6Microsoft, 2023-09-01T00:00:00.000Z: $21.8Alphabet, 2023-09-01T00:00:00.000Z: $17.6Amazon, 2023-09-01T00:00:00.000Z: $19.7Meta, 2023-09-01T00:00:00.000Z: $12.4Microsoft, 2023-10-01T00:00:00.000Z: $23.5Alphabet, 2023-10-01T00:00:00.000Z: $19Amazon, 2023-10-01T00:00:00.000Z: $21.3Meta, 2023-10-01T00:00:00.000Z: $13.4Microsoft, 2023-11-01T00:00:00.000Z: $22.5Alphabet, 2023-11-01T00:00:00.000Z: $18.2Amazon, 2023-11-01T00:00:00.000Z: $20.4Meta, 2023-11-01T00:00:00.000Z: $12.9Microsoft, 2023-12-01T00:00:00.000Z: $22.9Alphabet, 2023-12-01T00:00:00.000Z: $18.5Amazon, 2023-12-01T00:00:00.000Z: $20.7Meta, 2023-12-01T00:00:00.000Z: $13.1Microsoft, 2024-01-01T00:00:00.000Z: $22.6Alphabet, 2024-01-01T00:00:00.000Z: $18.3Amazon, 2024-01-01T00:00:00.000Z: $20.5Meta, 2024-01-01T00:00:00.000Z: $12.9Microsoft, 2024-02-01T00:00:00.000Z: $21.8Alphabet, 2024-02-01T00:00:00.000Z: $17.7Amazon, 2024-02-01T00:00:00.000Z: $19.7Meta, 2024-02-01T00:00:00.000Z: $12.5Microsoft, 2024-03-01T00:00:00.000Z: $24.3Alphabet, 2024-03-01T00:00:00.000Z: $19.6Amazon, 2024-03-01T00:00:00.000Z: $21.9Meta, 2024-03-01T00:00:00.000Z: $13.8Microsoft, 2024-04-01T00:00:00.000Z: $25.1Alphabet, 2024-04-01T00:00:00.000Z: $20.3Amazon, 2024-04-01T00:00:00.000Z: $22.7Meta, 2024-04-01T00:00:00.000Z: $14.4Microsoft, 2024-05-01T00:00:00.000Z: $25.8Alphabet, 2024-05-01T00:00:00.000Z: $20.9Amazon, 2024-05-01T00:00:00.000Z: $23.4Meta, 2024-05-01T00:00:00.000Z: $14.8Microsoft, 2024-06-01T00:00:00.000Z: $27.3Alphabet, 2024-06-01T00:00:00.000Z: $22.1Amazon, 2024-06-01T00:00:00.000Z: $24.7Meta, 2024-06-01T00:00:00.000Z: $15.6Microsoft, 2024-07-01T00:00:00.000Z: $25.5Alphabet, 2024-07-01T00:00:00.000Z: $20.7Amazon, 2024-07-01T00:00:00.000Z: $23.1Meta, 2024-07-01T00:00:00.000Z: $14.6Microsoft, 2024-08-01T00:00:00.000Z: $25.5Alphabet, 2024-08-01T00:00:00.000Z: $20.6Amazon, 2024-08-01T00:00:00.000Z: $23Meta, 2024-08-01T00:00:00.000Z: $14.5Microsoft, 2024-09-01T00:00:00.000Z: $26.5Alphabet, 2024-09-01T00:00:00.000Z: $21.5Amazon, 2024-09-01T00:00:00.000Z: $24Meta, 2024-09-01T00:00:00.000Z: $15.2Microsoft, 2024-10-01T00:00:00.000Z: $26.4Alphabet, 2024-10-01T00:00:00.000Z: $21.4Amazon, 2024-10-01T00:00:00.000Z: $23.9Meta, 2024-10-01T00:00:00.000Z: $15.1Microsoft, 2024-11-01T00:00:00.000Z: $29.4Alphabet, 2024-11-01T00:00:00.000Z: $23.8Amazon, 2024-11-01T00:00:00.000Z: $26.6Meta, 2024-11-01T00:00:00.000Z: $16.8Microsoft, 2024-12-01T00:00:00.000Z: $30.5Alphabet, 2024-12-01T00:00:00.000Z: $24.7Amazon, 2024-12-01T00:00:00.000Z: $27.7Meta, 2024-12-01T00:00:00.000Z: $17.5Microsoft, 2025-01-01T00:00:00.000Z: $29.7Alphabet, 2025-01-01T00:00:00.000Z: $24Amazon, 2025-01-01T00:00:00.000Z: $26.8Meta, 2025-01-01T00:00:00.000Z: $17Microsoft, 2025-02-01T00:00:00.000Z: $30.7Alphabet, 2025-02-01T00:00:00.000Z: $24.8Amazon, 2025-02-01T00:00:00.000Z: $27.8Meta, 2025-02-01T00:00:00.000Z: $17.5Microsoft, 2025-03-01T00:00:00.000Z: $29.1Alphabet, 2025-03-01T00:00:00.000Z: $23.5Amazon, 2025-03-01T00:00:00.000Z: $26.3Meta, 2025-03-01T00:00:00.000Z: $16.6Microsoft, 2025-04-01T00:00:00.000Z: $29.2Alphabet, 2025-04-01T00:00:00.000Z: $23.7Amazon, 2025-04-01T00:00:00.000Z: $26.4Meta, 2025-04-01T00:00:00.000Z: $16.7Microsoft, 2025-05-01T00:00:00.000Z: $32.2Alphabet, 2025-05-01T00:00:00.000Z: $26.1Amazon, 2025-05-01T00:00:00.000Z: $29.1Meta, 2025-05-01T00:00:00.000Z: $18.4Microsoft, 2025-06-01T00:00:00.000Z: $32.5Alphabet, 2025-06-01T00:00:00.000Z: $26.3Amazon, 2025-06-01T00:00:00.000Z: $29.4Meta, 2025-06-01T00:00:00.000Z: $18.6Microsoft, 2025-07-01T00:00:00.000Z: $34.8Alphabet, 2025-07-01T00:00:00.000Z: $28.2Amazon, 2025-07-01T00:00:00.000Z: $31.5Meta, 2025-07-01T00:00:00.000Z: $19.9Microsoft, 2025-08-01T00:00:00.000Z: $35.7Alphabet, 2025-08-01T00:00:00.000Z: $28.9Amazon, 2025-08-01T00:00:00.000Z: $32.3Meta, 2025-08-01T00:00:00.000Z: $20.4Microsoft, 2025-09-01T00:00:00.000Z: $33.2Alphabet, 2025-09-01T00:00:00.000Z: $26.9Amazon, 2025-09-01T00:00:00.000Z: $30.1Meta, 2025-09-01T00:00:00.000Z: $19Microsoft, 2025-10-01T00:00:00.000Z: $34.3Alphabet, 2025-10-01T00:00:00.000Z: $27.8Amazon, 2025-10-01T00:00:00.000Z: $31Meta, 2025-10-01T00:00:00.000Z: $19.6Microsoft, 2025-11-01T00:00:00.000Z: $34.3Alphabet, 2025-11-01T00:00:00.000Z: $27.8Amazon, 2025-11-01T00:00:00.000Z: $31.1Meta, 2025-11-01T00:00:00.000Z: $19.6Microsoft, 2025-12-01T00:00:00.000Z: $35Alphabet, 2025-12-01T00:00:00.000Z: $28.3Amazon, 2025-12-01T00:00:00.000Z: $31.7Meta, 2025-12-01T00:00:00.000Z: $20Microsoft, 2026-01-01T00:00:00.000Z: $39.4Alphabet, 2026-01-01T00:00:00.000Z: $31.9Amazon, 2026-01-01T00:00:00.000Z: $35.6Meta, 2026-01-01T00:00:00.000Z: $22.5Microsoft, 2026-02-01T00:00:00.000Z: $39.4Alphabet, 2026-02-01T00:00:00.000Z: $31.9Amazon, 2026-02-01T00:00:00.000Z: $35.7Meta, 2026-02-01T00:00:00.000Z: $22.6Microsoft, 2026-03-01T00:00:00.000Z: $39.7Alphabet, 2026-03-01T00:00:00.000Z: $32.2Amazon, 2026-03-01T00:00:00.000Z: $35.9Meta, 2026-03-01T00:00:00.000Z: $22.7Microsoft, 2026-04-01T00:00:00.000Z: $40.5Alphabet, 2026-04-01T00:00:00.000Z: $32.8Amazon, 2026-04-01T00:00:00.000Z: $36.7Meta, 2026-04-01T00:00:00.000Z: $23.2Microsoft, 2026-05-01T00:00:00.000Z: $37.6Alphabet, 2026-05-01T00:00:00.000Z: $30.4Amazon, 2026-05-01T00:00:00.000Z: $34Meta, 2026-05-01T00:00:00.000Z: $21.5Microsoft, 2026-06-01T00:00:00.000Z: $39.5Alphabet, 2026-06-01T00:00:00.000Z: $32Amazon, 2026-06-01T00:00:00.000Z: $35.7Meta, 2026-06-01T00:00:00.000Z: $22.5Microsoft, 2026-07-01T00:00:00.000Z: $42.1Alphabet, 2026-07-01T00:00:00.000Z: $34.1Amazon, 2026-07-01T00:00:00.000Z: $38.1Meta, 2026-07-01T00:00:00.000Z: $24Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26Microsoft: $42.1 on Jul '26. Alphabet: $34.1 on Jul '26. Amazon: $38.1 on Jul '26. Meta: $24 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026
View data
DateMicrosoftAlphabetAmazonMeta
2023-08-0120.2516.3918.3211.57
2023-09-0121.7617.619.6512.4
2023-10-0123.5119.0421.2813.44
2023-11-0122.518.2220.3812.88
2023-12-0122.918.5420.7213.09
2024-01-0122.5718.2820.4512.93
2024-02-0121.8217.6619.7412.46
2024-03-0124.2619.6321.9213.83
2024-04-0125.1220.3422.7314.36
2024-05-0125.8420.9123.3614.75
2024-06-0127.3122.1124.7215.62
2024-07-0125.4920.6523.114.61
2024-08-0125.4520.623.0214.53
2024-09-0126.5321.4824.0115.17
2024-10-0126.421.3623.8715.07
2024-11-0129.3923.7826.5516.75
2024-12-0130.5324.7327.6517.47
2025-01-0129.6624.0126.8416.96
2025-02-0130.6724.8427.7717.54
2025-03-0129.0523.5426.3316.64
2025-04-0129.2323.6526.4116.67
2025-05-0132.2226.0729.1318.39
2025-06-0132.5426.3429.4418.59
2025-07-0134.8228.1731.4719.87
2025-08-0135.6928.9132.3420.44
2025-09-0133.2426.9230.1119.03
2025-10-0134.3227.7831.0419.6
2025-11-0134.3227.831.0819.63
2025-12-0135.0328.3431.6519.97
2026-01-0139.3731.8535.5822.46
2026-02-0139.4331.9335.722.56
2026-03-0139.7232.1535.9322.69
2026-04-0140.4532.7736.6523.16
2026-05-0137.5830.4434.0421.51
2026-06-0139.5231.9735.7122.54
2026-07-0142.0634.0538.0524.03

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Demo preview through July 2026 (USD billions).

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Methodology

Synthetic demo series generated to preview the data product layout.