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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, 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: $24Aug '25Oct '25Dec '25Feb '26Apr '26Jun '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
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.