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Demand

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, 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: $24May '26Jun '26Jun '26Jun '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
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.