{"id":15641,"date":"2026-10-27T14:08:54","date_gmt":"2026-10-27T13:08:54","guid":{"rendered":"https:\/\/dailyai.com\/ai-capex-tracker\/"},"modified":"2026-10-31T20:02:30","modified_gmt":"2026-10-31T19:02:30","slug":"ai-capex","status":"publish","type":"page","link":"https:\/\/dailyai.com\/es\/trackers\/ai-capex\/","title":{"rendered":"Rastreador de gastos de capital de IA"},"content":{"rendered":"\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Dataset\",\"name\":\"DailyAI AI capex tracker\",\"description\":\"Quarterly capital expenditure of 14 companies building AI infrastructure since 2023: US hyperscalers, Chinese tech, chips, neoclouds, xAI and Apple. 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.tf{display:flex;flex-wrap:wrap;gap:8px;align-items:center}#cx .tf input{font:inherit;font-size:15px;padding:7px 12px;border:1px solid #cfc6b4;border-radius:999px;min-width:0;width:100%;max-width:260px;background:#fff}\n#cx table.main th button{font:inherit;font-weight:600;color:inherit;background:none;border:0;padding:0;cursor:pointer;text-align:inherit}\n#cx table.main th[aria-sort=ascending] button:after{content:\" \u2191\"}#cx table.main th[aria-sort=descending] button:after{content:\" \u2193\"}\n#cx .yy{display:inline-block;padding:1px 6px;border-radius:3px;background:#009E7322;color:#00684c;font-weight:700}#cx .yy.dn{background:#D55E0022;color:#a5440a}\n#cx table.main tbody tr:not(.sec):hover td{background:#16163a08}\n#cx .sm svg rect{cursor:pointer}#cx .sm svg rect.on{fill:#D55E00}\n#cx .gc .gr{display:grid;grid-template-columns:92px 1fr;gap:8px;align-items:center;height:40px}@media(min-width:700px){#cx .gc .gr{grid-template-columns:124px 1fr}}\n#cx .gc .gt{position:relative;height:26px}#cx .gc .gt .a{position:absolute;left:0;top:3px;height:20px}#cx .gc .gt .a em{position:absolute;right:6px;top:1px;font-style:normal;font-size:12px;font-weight:700;color:#fff;font-variant-numeric:tabular-nums}#cx .gc .gt .g{position:absolute;top:0;height:26px;border-radius:3px;min-width:6px;background:#CC79A7}\n#cx .gc .gt .l{position:absolute;top:4px;font-size:13px;font-weight:700;white-space:nowrap;font-variant-numeric:tabular-nums}\n#cx .gk{display:flex;gap:14px;font-size:13px;color:var(--ink2);margin:6px 0 14px}#cx .gk i{vertical-align:-1px}\n#cx .tt{position:absolute;z-index:20;pointer-events:none;background:#14141c;color:#fff;font-size:13px;line-height:1.4;padding:8px 10px;border-radius:4px;max-width:240px;box-shadow:0 4px 14px #0003}\n#cx .tt b{font-size:14px}#cx .tt i{width:8px;height:8px;margin-right:5px}#cx .tt .r{display:flex;justify-content:space-between;gap:14px}\n@media (prefers-reduced-motion:reduce){#cx *{transition:none!important}}\n#cx .gp{font-family:var(--serif);font-size:16px;line-height:1.45;margin:6px 0 4px}\n#cx .chips{flex-wrap:wrap;overflow:visible;padding-bottom:0}\n@media(max-width:420px){#cx .seg{display:flex;flex-wrap:wrap;border-radius:20px}#cx .seg button{padding:7px 10px;font-size:13px}#cx .chips button{padding:5px 9px;font-size:13px}}\n<\/style><div id=\"cx\">\n<section class=\"top\"><p class=\"kick\">AI capex tracker \u00b7 updated 31 Oct 2026<\/p>\n<div class=\"hn1\"><span class=\"bign\" data-to=\"878922.1\">$879bn<\/span><\/div>\n<p class=\"intro\">14 companies building AI infrastructure spent $879bn on capex (capital expenditure: data centres, chips, servers and buildings) over the 12 months to their latest results.<\/p>\n<p class=\"dek\">The five US hyperscalers account for $691bn of it, almost double the $357bn of a year earlier. These totals are all of each company\u2019s capex, not just the part for AI.<\/p>\n<div class=\"hc\" id=\"hc\" aria-label=\"Rolling 12-month capex by sector, Q4 2023 to Q3 2026\"><div class=\"ph\"><\/div><\/div>\n<div class=\"lg\"><span><i style=\"background:#16163a\"><\/i>US hyperscalers<\/span><span><i style=\"background:#E69F00\"><\/i>Chinese tech<\/span><span><i style=\"background:#56B4E9\"><\/i>Chips<\/span><span><i style=\"background:#009E73\"><\/i>Neoclouds<\/span><span><i style=\"background:#D55E00\"><\/i>AI lab<\/span><span><i style=\"background:#999999\"><\/i>Consumer tech<\/span><\/div>\n<p class=\"src\">Each point is the total spent in the 12 months to that quarter, US$. Part of the rise is companies joining the chart once we have a full year of their figures: Tencent and CoreWeave in 2024, Nebius in 2025 and xAI in late 2025. Companies yet to report Q3 2026 are shown at their latest 12 months.<\/p>\n<div class=\"kp\"><div><b>$230bn<\/b><span>spent by the five US hyperscalers in Q3 2026 alone, 2.2\u00d7 a year earlier<\/span><\/div><div><b>$498\u2013704bn<\/b><span>our estimate of how much of the $879bn is for AI<\/span><\/div><div><b>11 of 14<\/b><span>companies set a quarterly record in their latest results<\/span><\/div><\/div><\/section>\n<section id=\"rk\"><h2>Amazon is now outspending everyone<\/h2><p class=\"sub\">Amazon spent $215bn in the last 12 months, $55.4bn more than Alphabet. Switch the period or filter by sector.<\/p>\n<div class=\"ctl\"><div class=\"seg\" role=\"group\" data-g=\"per\"><button type=\"button\" data-v=\"ttm\" aria-pressed=\"true\">Last 12 months<\/button><button type=\"button\" data-v=\"lq\" aria-pressed=\"false\">Latest quarter<\/button><button type=\"button\" data-v=\"2025\" aria-pressed=\"false\">2025<\/button><button type=\"button\" data-v=\"2024\" aria-pressed=\"false\">2024<\/button><button type=\"button\" data-v=\"2023\" aria-pressed=\"false\">2023<\/button><\/div><\/div>\n<div class=\"ctl\"><div class=\"chips\" data-g=\"sec\"><button type=\"button\" data-v=\"all\" aria-pressed=\"true\">All<\/button><button type=\"button\" data-v=\"Hyperscalers\" aria-pressed=\"false\"><i style=\"background:#16163a\"><\/i>US hyperscalers<\/button><button type=\"button\" data-v=\"Chinese tech\" aria-pressed=\"false\"><i style=\"background:#E69F00\"><\/i>Chinese tech<\/button><button type=\"button\" data-v=\"Chips and foundry\" aria-pressed=\"false\"><i style=\"background:#56B4E9\"><\/i>Chips<\/button><button type=\"button\" data-v=\"Neoclouds\" aria-pressed=\"false\"><i style=\"background:#009E73\"><\/i>Neoclouds<\/button><button type=\"button\" data-v=\"AI labs\" aria-pressed=\"false\"><i style=\"background:#D55E00\"><\/i>AI lab<\/button><button type=\"button\" data-v=\"Consumer tech\" aria-pressed=\"false\"><i style=\"background:#999999\"><\/i>Consumer tech<\/button><\/div><\/div>\n<div class=\"race\" aria-live=\"polite\"><\/div><p class=\"rt\"><\/p>\n<div class=\"hero\"><div class=\"hg\"><div class=\"hgh\"><span><i style=\"background:#16163a\"><\/i>US hyperscalers<\/span><span>total $691bn<\/span><\/div><div class=\"hr\"><span class=\"hn\">Amazon<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*1.0000);background:#16163a\"><\/span><span class=\"hv\">$215bn<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">Alphabet<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.7426);background:#16163a\"><\/span><span class=\"hv\">$160bn<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">Microsoft<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.6316);background:#16163a\"><\/span><span class=\"hv\">$136bn<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">Meta<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.4853);background:#16163a\"><\/span><span class=\"hv\">$104bn<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">Oracle<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.3516);background:#16163a\"><\/span><span class=\"hv\">$75.7bn<\/span><span class=\"hp\">to Aug<\/span><\/span><\/div><\/div><div class=\"hg\"><div class=\"hgh\"><span><i style=\"background:#E69F00\"><\/i>Chinese tech<\/span><span>total $42.0bn<\/span><\/div><div class=\"hr\"><span class=\"hn\">Alibaba<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.1011);background:#E69F00\"><\/span><span class=\"hv\">$21.8bn<\/span><span class=\"hp\">to Jun<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">Tencent<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.0788);background:#E69F00\"><\/span><span class=\"hv\">$17.0bn<\/span><span class=\"hp\">to Jun<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">Baidu<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.0153);background:#E69F00\"><\/span><span class=\"hv\">$3.3bn<\/span><span class=\"hp\">to Jun<\/span><\/span><\/div><\/div><div class=\"hg\"><div class=\"hgh\"><span><i style=\"background:#56B4E9\"><\/i>Chips<\/span><span>total $59.5bn<\/span><\/div><div class=\"hr\"><span class=\"hn\">TSMC<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.2424);background:#56B4E9\"><\/span><span class=\"hv\">$52.2bn<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">NVIDIA<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.0342);background:#56B4E9\"><\/span><span class=\"hv\">$7.4bn<\/span><span class=\"hp\">to Jul<\/span><\/span><\/div><\/div><div class=\"hg\"><div class=\"hgh\"><span><i style=\"background:#009E73\"><\/i>Neoclouds<\/span><span>total $31.7bn<\/span><\/div><div class=\"hr\"><span class=\"hn\">CoreWeave<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.0956);background:#009E73\"><\/span><span class=\"hv\">$20.6bn<\/span><span class=\"hp\">to Jun<\/span><\/span><\/div><div class=\"hr\"><span class=\"hn\">Nebius<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.0518);background:#009E73\"><\/span><span class=\"hv\">$11.1bn<\/span><span class=\"hp\">to Jun<\/span><\/span><\/div><\/div><div class=\"hg\"><div class=\"hgh\"><span><i style=\"background:#D55E00\"><\/i>AI lab<\/span><\/div><div class=\"hr\"><span class=\"hn\">xAI<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.2075);background:#D55E00\"><\/span><span class=\"hv\">$44.6bn<\/span><\/span><\/div><\/div><div class=\"hg\"><div class=\"hgh\"><span><i style=\"background:#999999\"><\/i>Consumer tech<\/span><\/div><div class=\"hr\"><span class=\"hn\">Apple<\/span><span class=\"ht\"><span class=\"hb\" style=\"width:calc((100% - 104px)*0.0467);background:#999999\"><\/span><span class=\"hv\">$10.0bn<\/span><span class=\"hp\">to Jun<\/span><\/span><\/div><\/div><\/div><p class=\"src\">Capex, US$. 12-month periods end September 2026 unless marked. Renminbi converted at Fed average rates; Taiwan dollars at TSMC\u2019s own rate. xAI is SpaceX\u2019s SI segment, which also includes X and, since Q3 2026, Cursor. Calendar years show only companies with all four quarters.<\/p><\/section>\n<section id=\"cmp\"><h2>The big five have doubled their spending in a year<\/h2><p class=\"sub\">Their combined capex in Q3 2026 was $230bn, 2.2\u00d7 a year earlier. Pick up to six companies to compare; tap the chart for values.<\/p>\n<div class=\"ctl\"><div class=\"seg\" role=\"group\" data-g=\"mode\"><button type=\"button\" data-v=\"q\" aria-pressed=\"true\">Quarterly<\/button><button type=\"button\" data-v=\"r\" aria-pressed=\"false\">12-month totals<\/button><button type=\"button\" data-v=\"a\" aria-pressed=\"false\">Annual<\/button><\/div><\/div>\n<div class=\"pick\"><\/div><div class=\"lc\"><\/div><p class=\"src\">Capex, US$, by calendar quarter.<\/p><\/section>\n<section id=\"ai\"><h2>Between $498bn and $704bn of it is for AI<\/h2><p class=\"sub\">No company splits out AI spending. Slide between the low and high ends of our estimates.<\/p>\n<div class=\"aiw\"><div class=\"ain\"><b class=\"aiv\">$601bn<\/b><span class=\"aip\"><\/span><\/div><label class=\"sl\"><span>Low<\/span><input type=\"range\" min=\"0\" max=\"100\" value=\"50\" aria-label=\"AI share assumption, from low to high estimate\"><span>High<\/span><\/label><\/div>\n<div class=\"aib\"><\/div><p class=\"src\">Solid: estimated AI capex. Pale: the rest of each company\u2019s capex. Methods by company are under Data and methods.<\/p><\/section>\n<section id=\"tbl\"><h2>Every company but Apple is spending more than a year ago<\/h2><p class=\"sub\">Capex, US$, in Q3 2026 unless marked. Tap a heading to sort; filter by sector or name.<\/p>\n<div class=\"ctl tf\"><div class=\"chips\" data-g=\"sec\"><button type=\"button\" data-v=\"all\" aria-pressed=\"true\">All<\/button><button type=\"button\" data-v=\"Hyperscalers\" aria-pressed=\"false\"><i style=\"background:#16163a\"><\/i>US hyperscalers<\/button><button type=\"button\" data-v=\"Chinese tech\" aria-pressed=\"false\"><i style=\"background:#E69F00\"><\/i>Chinese tech<\/button><button type=\"button\" data-v=\"Chips and foundry\" aria-pressed=\"false\"><i style=\"background:#56B4E9\"><\/i>Chips<\/button><button type=\"button\" data-v=\"Neoclouds\" aria-pressed=\"false\"><i style=\"background:#009E73\"><\/i>Neoclouds<\/button><button type=\"button\" data-v=\"AI labs\" aria-pressed=\"false\"><i style=\"background:#D55E00\"><\/i>AI lab<\/button><button type=\"button\" data-v=\"Consumer tech\" aria-pressed=\"false\"><i style=\"background:#999999\"><\/i>Consumer tech<\/button><\/div><input type=\"search\" placeholder=\"Find a company\" aria-label=\"Find a company\"><\/div>\n<table class=\"main\"><thead><tr><th data-k=\"0\" aria-sort=\"none\"><button type=\"button\">Company<\/button><\/th><th class=\"n\" data-k=\"1\" aria-sort=\"none\"><button type=\"button\">Capex<\/button><\/th><th class=\"n\" data-k=\"2\" aria-sort=\"none\"><button type=\"button\">vs year earlier<\/button><\/th><th class=\"n hm\" data-k=\"3\" aria-sort=\"none\"><button type=\"button\">Capex as % of sales<\/button><\/th><th class=\"n\" data-k=\"4\" aria-sort=\"none\"><button type=\"button\">AI share (est.)<\/button><\/th><\/tr><\/thead><tbody><tr class=\"sec\" data-s=\"Hyperscalers\"><td colspan=\"5\"><i style=\"background:#16163a\"><\/i>US hyperscalers<\/td><\/tr><tr data-s=\"Hyperscalers\" data-n=\"amazon\"><td data-v=\"Amazon\"><b>Amazon<\/b><\/td><td class=\"n\" data-v=\"77259.0\">$77.3bn<\/td><td class=\"n\" data-v=\"1.2014247043738426\"><span class=\"yy\">+120%<\/span><\/td><td class=\"n hm\" data-v=\"0.26984845539873725\">27%<\/td><td class=\"n\" data-v=\"70\">45\u201370%<\/td><\/tr><tr data-s=\"Hyperscalers\" data-n=\"alphabet\"><td data-v=\"Alphabet\"><b>Alphabet<\/b><\/td><td class=\"n\" data-v=\"51355.0\">$51.4bn<\/td><td class=\"n\" data-v=\"1.1439903143656327\"><span class=\"yy\">+114%<\/span><\/td><td class=\"n hm\" data-v=\"0.3392160442200986\">34%<\/td><td class=\"n\" data-v=\"85\">60\u201385%<\/td><\/tr><tr data-s=\"Hyperscalers\" data-n=\"microsoft\"><td data-v=\"Microsoft\"><b>Microsoft<\/b><\/td><td class=\"n\" data-v=\"39367.0\">$39.4bn<\/td><td class=\"n\" data-v=\"1.029854594204393\"><span class=\"yy\">+103%<\/span><\/td><td class=\"n hm\" data-v=\"0.39233067297839486\">39%<\/td><td class=\"n\" data-v=\"75\">55\u201375%<\/td><\/tr><tr data-s=\"Hyperscalers\" data-n=\"meta\"><td data-v=\"Meta\"><b>Meta<\/b><\/td><td class=\"n\" data-v=\"33942.0\">$33.9bn<\/td><td class=\"n\" data-v=\"0.8026448563386266\"><span class=\"yy\">+80%<\/span><\/td><td class=\"n hm\" data-v=\"0.4322657549895284\">43%<\/td><td class=\"n\" data-v=\"85\">60\u201385%<\/td><\/tr><tr data-s=\"Hyperscalers\" data-n=\"oracle\"><td data-v=\"Oracle\"><b>Oracle<\/b><\/td><td class=\"n\" data-v=\"28499.0\">$28.5bn<\/td><td class=\"n\" data-v=\"2.3520348153375674\"><span class=\"yy\">+235%<\/span><\/td><td class=\"n hm\" data-v=\"1.0540981094222384\">105%<\/td><td class=\"n\" data-v=\"90\">60\u201390%<\/td><\/tr><tr class=\"sec\" data-s=\"Chinese tech\"><td colspan=\"5\"><i style=\"background:#E69F00\"><\/i>Chinese tech<\/td><\/tr><tr data-s=\"Chinese tech\" data-n=\"alibaba\"><td data-v=\"Alibaba\"><b>Alibaba<\/b><small>Q2 2026<\/small><\/td><td class=\"n\" data-v=\"9943.0\">$9.9bn<\/td><td class=\"n\" data-v=\"0.8617758304310377\"><span class=\"yy\">+86%<\/span><\/td><td class=\"n hm\" data-v=\"0.1455290899640577\">15%<\/td><td class=\"n\" data-v=\"90\">70\u201390%<\/td><\/tr><tr data-s=\"Chinese tech\" data-n=\"tencent\"><td data-v=\"Tencent\"><b>Tencent<\/b><small>Q2 2026<\/small><\/td><td class=\"n\" data-v=\"7756.9\">$7.8bn<\/td><td class=\"n\" data-v=\"1.9364400363416112\"><span class=\"yy\">+194%<\/span><\/td><td class=\"n hm\" data-v=\"0.15024356612352793\">15%<\/td><td class=\"n\" data-v=\"85\">60\u201385%<\/td><\/tr><tr data-s=\"Chinese tech\" data-n=\"baidu\"><td data-v=\"Baidu\"><b>Baidu<\/b><small>Q2 2026<\/small><\/td><td class=\"n\" data-v=\"1673.8\">$1.7bn<\/td><td class=\"n\" data-v=\"2.185763228016749\"><span class=\"yy\">+219%<\/span><\/td><td class=\"n hm\" data-v=\"0.18021030667435411\">18%<\/td><td class=\"n\" data-v=\"80\">50\u201380%<\/td><\/tr><tr class=\"sec\" data-s=\"Chips and foundry\"><td colspan=\"5\"><i style=\"background:#56B4E9\"><\/i>Chips<\/td><\/tr><tr data-s=\"Chips and foundry\" data-n=\"tsmc\"><td data-v=\"TSMC\"><b>TSMC<\/b><\/td><td class=\"n\" data-v=\"13859.0\">$13.9bn<\/td><td class=\"n\" data-v=\"0.44206857083398376\"><span class=\"yy\">+44%<\/span><\/td><td class=\"n hm\" data-v=\"0.33321389084233777\">33%<\/td><td class=\"n\" data-v=\"75\">50\u201375%<\/td><\/tr><tr data-s=\"Chips and foundry\" data-n=\"nvidia\"><td data-v=\"NVIDIA\"><b>NVIDIA<\/b><small>Q2 2026<\/small><\/td><td class=\"n\" data-v=\"2677.0\">$2.7bn<\/td><td class=\"n\" data-v=\"0.41266490765171504\"><span class=\"yy\">+41%<\/span><\/td><td class=\"n hm\" data-v=\"0.024273110450244086\">2%<\/td><td class=\"n\" data-v=\"50\">20\u201350%<\/td><\/tr><tr class=\"sec\" data-s=\"Neoclouds\"><td colspan=\"5\"><i style=\"background:#009E73\"><\/i>Neoclouds<\/td><\/tr><tr data-s=\"Neoclouds\" data-n=\"coreweave\"><td data-v=\"CoreWeave\"><b>CoreWeave<\/b><small>Q2 2026<\/small><\/td><td class=\"n\" data-v=\"6422.0\">$6.4bn<\/td><td class=\"n\" data-v=\"1.6180187525479006\"><span class=\"yy\">+162%<\/span><\/td><td class=\"n hm\" data-v=\"2.709760725202909\">271%<\/td><td class=\"n\" data-v=\"100\">90\u2013100%<\/td><\/tr><tr data-s=\"Neoclouds\" data-n=\"nebius\"><td data-v=\"Nebius\"><b>Nebius<\/b><small>Q2 2026<\/small><\/td><td class=\"n\" data-v=\"5657.4\">$5.7bn<\/td><td class=\"n\" data-v=\"10.07990599294947\"><span class=\"yy\">+1,008%<\/span><\/td><td class=\"n hm\" data-v=\"8.222123828499742\">822%<\/td><td class=\"n\" data-v=\"100\">90\u2013100%<\/td><\/tr><tr class=\"sec\" data-s=\"AI labs\"><td colspan=\"5\"><i style=\"background:#D55E00\"><\/i>AI lab<\/td><\/tr><tr data-s=\"AI labs\" data-n=\"xai\"><td data-v=\"xAI\"><b>xAI<\/b><\/td><td class=\"n\" data-v=\"16444.0\">$16.4bn<\/td><td class=\"n\" data-v=\"2.454621848739496\"><span class=\"yy\">+245%<\/span><\/td><td class=\"n hm\" data-v=\"-1\">\u2013<\/td><td class=\"n\" data-v=\"100\">85\u2013100%<\/td><\/tr><tr class=\"sec\" data-s=\"Consumer tech\"><td colspan=\"5\"><i style=\"background:#999999\"><\/i>Consumer tech<\/td><\/tr><tr data-s=\"Consumer tech\" data-n=\"apple\"><td data-v=\"Apple\"><b>Apple<\/b><small>Q2 2026<\/small><\/td><td class=\"n\" data-v=\"2455.0\">$2.5bn<\/td><td class=\"n\" data-v=\"-0.2908723281340265\"><span class=\"yy dn\">\u221229%<\/span><\/td><td class=\"n hm\" data-v=\"0.021509222981729692\">2%<\/td><td class=\"n\" data-v=\"30\">10\u201330%<\/td><\/tr><\/tbody><\/table>\n<p class=\"src\">AI share is our estimate; no company discloses one. Applied to the $879bn total, it implies $498bn\u2013$704bn of AI capex.<\/p><\/section>\n<section id=\"qq\"><h2>11 of 14 hit a record in their latest quarter<\/h2><p class=\"sub\">Quarterly capex, US$, Q1 2023 to Q3 2026. Each chart has its own scale. Tap a bar for its value.<\/p><div class=\"sms\"><div class=\"sm\" data-t=\"AMZN\" data-n=\"Amazon\"><div class=\"smn\">Amazon<\/div><div class=\"smv\">$77.3bn <small>in Q3 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Amazon quarterly capex, Q1 2023 to Q3 2026\"><rect x=\"0.5\" y=\"52.2\" width=\"9.0\" height=\"11.8\" fill=\"#16163a\" data-q=\"2023-Q1\" data-v=\"14207.0\"\/><rect x=\"10.5\" y=\"54.5\" width=\"9.0\" height=\"9.5\" fill=\"#16163a\" data-q=\"2023-Q2\" data-v=\"11455.0\"\/><rect x=\"20.5\" y=\"53.7\" width=\"9.0\" height=\"10.3\" fill=\"#16163a\" data-q=\"2023-Q3\" data-v=\"12479.0\"\/><rect x=\"30.5\" y=\"51.9\" width=\"9.0\" height=\"12.1\" fill=\"#16163a\" data-q=\"2023-Q4\" data-v=\"14588.0\"\/><rect x=\"40.5\" y=\"51.6\" width=\"9.0\" height=\"12.4\" fill=\"#16163a\" data-q=\"2024-Q1\" data-v=\"14925.0\"\/><rect x=\"50.5\" y=\"49.4\" width=\"9.0\" height=\"14.6\" fill=\"#16163a\" data-q=\"2024-Q2\" data-v=\"17620.0\"\/><rect x=\"60.5\" y=\"45.3\" width=\"9.0\" height=\"18.7\" fill=\"#16163a\" data-q=\"2024-Q3\" data-v=\"22620.0\"\/><rect x=\"70.5\" y=\"40.9\" width=\"9.0\" height=\"23.1\" fill=\"#16163a\" data-q=\"2024-Q4\" data-v=\"27834.0\"\/><rect x=\"80.5\" y=\"43.3\" width=\"9.0\" height=\"20.7\" fill=\"#16163a\" data-q=\"2025-Q1\" data-v=\"25019.0\"\/><rect x=\"90.5\" y=\"37.3\" width=\"9.0\" height=\"26.7\" fill=\"#16163a\" data-q=\"2025-Q2\" data-v=\"32183.0\"\/><rect x=\"100.5\" y=\"34.9\" width=\"9.0\" height=\"29.1\" fill=\"#16163a\" data-q=\"2025-Q3\" data-v=\"35095.0\"\/><rect x=\"110.5\" y=\"31.3\" width=\"9.0\" height=\"32.7\" fill=\"#16163a\" data-q=\"2025-Q4\" data-v=\"39522.0\"\/><rect x=\"120.5\" y=\"27.4\" width=\"9.0\" height=\"36.6\" fill=\"#16163a\" data-q=\"2026-Q1\" data-v=\"44203.0\"\/><rect x=\"130.5\" y=\"19.1\" width=\"9.0\" height=\"44.9\" fill=\"#16163a\" data-q=\"2026-Q2\" data-v=\"54208.0\"\/><rect x=\"140.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#16163a\" data-q=\"2026-Q3\" data-v=\"77259.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"GOOGL\" data-n=\"Alphabet\"><div class=\"smn\">Alphabet<\/div><div class=\"smv\">$51.4bn <small>in Q3 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Alphabet quarterly capex, Q1 2023 to Q3 2026\"><rect x=\"0.5\" y=\"56.2\" width=\"9.0\" height=\"7.8\" fill=\"#16163a\" data-q=\"2023-Q1\" data-v=\"6289.0\"\/><rect x=\"10.5\" y=\"55.4\" width=\"9.0\" height=\"8.6\" fill=\"#16163a\" data-q=\"2023-Q2\" data-v=\"6888.0\"\/><rect x=\"20.5\" y=\"54.0\" width=\"9.0\" height=\"10.0\" fill=\"#16163a\" data-q=\"2023-Q3\" data-v=\"8055.0\"\/><rect x=\"30.5\" y=\"50.3\" width=\"9.0\" height=\"13.7\" fill=\"#16163a\" data-q=\"2023-Q4\" data-v=\"11019.0\"\/><rect x=\"40.5\" y=\"49.0\" width=\"9.0\" height=\"15.0\" fill=\"#16163a\" data-q=\"2024-Q1\" data-v=\"12012.0\"\/><rect x=\"50.5\" y=\"47.6\" width=\"9.0\" height=\"16.4\" fill=\"#16163a\" data-q=\"2024-Q2\" data-v=\"13186.0\"\/><rect x=\"60.5\" y=\"47.7\" width=\"9.0\" height=\"16.3\" fill=\"#16163a\" data-q=\"2024-Q3\" data-v=\"13061.0\"\/><rect x=\"70.5\" y=\"46.2\" width=\"9.0\" height=\"17.8\" fill=\"#16163a\" data-q=\"2024-Q4\" data-v=\"14276.0\"\/><rect x=\"80.5\" y=\"42.6\" width=\"9.0\" height=\"21.4\" fill=\"#16163a\" data-q=\"2025-Q1\" data-v=\"17197.0\"\/><rect x=\"90.5\" y=\"36.0\" width=\"9.0\" height=\"28.0\" fill=\"#16163a\" data-q=\"2025-Q2\" data-v=\"22446.0\"\/><rect x=\"100.5\" y=\"34.1\" width=\"9.0\" height=\"29.9\" fill=\"#16163a\" data-q=\"2025-Q3\" data-v=\"23953.0\"\/><rect x=\"110.5\" y=\"29.3\" width=\"9.0\" height=\"34.7\" fill=\"#16163a\" data-q=\"2025-Q4\" data-v=\"27851.0\"\/><rect x=\"120.5\" y=\"19.5\" width=\"9.0\" height=\"44.5\" fill=\"#16163a\" data-q=\"2026-Q1\" data-v=\"35674.0\"\/><rect x=\"130.5\" y=\"8.0\" width=\"9.0\" height=\"56.0\" fill=\"#16163a\" data-q=\"2026-Q2\" data-v=\"44924.0\"\/><rect x=\"140.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#16163a\" data-q=\"2026-Q3\" data-v=\"51355.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"MSFT\" data-n=\"Microsoft\"><div class=\"smn\">Microsoft<\/div><div class=\"smv\">$39.4bn <small>in Q3 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Microsoft quarterly capex, Q1 2023 to Q3 2026\"><rect x=\"0.5\" y=\"53.3\" width=\"9.0\" height=\"10.7\" fill=\"#16163a\" data-q=\"2023-Q1\" data-v=\"6607.0\"\/><rect x=\"10.5\" y=\"49.5\" width=\"9.0\" height=\"14.5\" fill=\"#16163a\" data-q=\"2023-Q2\" data-v=\"8943.0\"\/><rect x=\"20.5\" y=\"47.9\" width=\"9.0\" height=\"16.1\" fill=\"#16163a\" data-q=\"2023-Q3\" data-v=\"9917.0\"\/><rect x=\"30.5\" y=\"48.2\" width=\"9.0\" height=\"15.8\" fill=\"#16163a\" data-q=\"2023-Q4\" data-v=\"9735.0\"\/><rect x=\"40.5\" y=\"46.2\" width=\"9.0\" height=\"17.8\" fill=\"#16163a\" data-q=\"2024-Q1\" data-v=\"10952.0\"\/><rect x=\"50.5\" y=\"41.4\" width=\"9.0\" height=\"22.6\" fill=\"#16163a\" data-q=\"2024-Q2\" data-v=\"13873.0\"\/><rect x=\"60.5\" y=\"39.7\" width=\"9.0\" height=\"24.3\" fill=\"#16163a\" data-q=\"2024-Q3\" data-v=\"14923.0\"\/><rect x=\"70.5\" y=\"38.3\" width=\"9.0\" height=\"25.7\" fill=\"#16163a\" data-q=\"2024-Q4\" data-v=\"15804.0\"\/><rect x=\"80.5\" y=\"36.8\" width=\"9.0\" height=\"27.2\" fill=\"#16163a\" data-q=\"2025-Q1\" data-v=\"16745.0\"\/><rect x=\"90.5\" y=\"36.2\" width=\"9.0\" height=\"27.8\" fill=\"#16163a\" data-q=\"2025-Q2\" data-v=\"17079.0\"\/><rect x=\"100.5\" y=\"32.5\" width=\"9.0\" height=\"31.5\" fill=\"#16163a\" data-q=\"2025-Q3\" data-v=\"19394.0\"\/><rect x=\"110.5\" y=\"15.4\" width=\"9.0\" height=\"48.6\" fill=\"#16163a\" data-q=\"2025-Q4\" data-v=\"29876.0\"\/><rect x=\"120.5\" y=\"13.8\" width=\"9.0\" height=\"50.2\" fill=\"#16163a\" data-q=\"2026-Q1\" data-v=\"30876.0\"\/><rect x=\"130.5\" y=\"5.8\" width=\"9.0\" height=\"58.2\" fill=\"#16163a\" data-q=\"2026-Q2\" data-v=\"35802.0\"\/><rect x=\"140.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#16163a\" data-q=\"2026-Q3\" data-v=\"39367.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"META\" data-n=\"Meta\"><div class=\"smn\">Meta<\/div><div class=\"smv\">$33.9bn <small>in Q3 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Meta quarterly capex, Q1 2023 to Q3 2026\"><rect x=\"0.5\" y=\"51.1\" width=\"9.0\" height=\"12.9\" fill=\"#16163a\" data-q=\"2023-Q1\" data-v=\"6823.0\"\/><rect x=\"10.5\" y=\"52.4\" width=\"9.0\" height=\"11.6\" fill=\"#16163a\" data-q=\"2023-Q2\" data-v=\"6134.0\"\/><rect x=\"20.5\" y=\"51.8\" width=\"9.0\" height=\"12.2\" fill=\"#16163a\" data-q=\"2023-Q3\" data-v=\"6496.0\"\/><rect x=\"30.5\" y=\"49.7\" width=\"9.0\" height=\"14.3\" fill=\"#16163a\" data-q=\"2023-Q4\" data-v=\"7592.0\"\/><rect x=\"40.5\" y=\"51.9\" width=\"9.0\" height=\"12.1\" fill=\"#16163a\" data-q=\"2024-Q1\" data-v=\"6400.0\"\/><rect x=\"50.5\" y=\"48.6\" width=\"9.0\" height=\"15.4\" fill=\"#16163a\" data-q=\"2024-Q2\" data-v=\"8173.0\"\/><rect x=\"60.5\" y=\"48.4\" width=\"9.0\" height=\"15.6\" fill=\"#16163a\" data-q=\"2024-Q3\" data-v=\"8258.0\"\/><rect x=\"70.5\" y=\"36.8\" width=\"9.0\" height=\"27.2\" fill=\"#16163a\" data-q=\"2024-Q4\" data-v=\"14425.0\"\/><rect x=\"80.5\" y=\"39.6\" width=\"9.0\" height=\"24.4\" fill=\"#16163a\" data-q=\"2025-Q1\" data-v=\"12941.0\"\/><rect x=\"90.5\" y=\"32.8\" width=\"9.0\" height=\"31.2\" fill=\"#16163a\" data-q=\"2025-Q2\" data-v=\"16538.0\"\/><rect x=\"100.5\" y=\"28.5\" width=\"9.0\" height=\"35.5\" fill=\"#16163a\" data-q=\"2025-Q3\" data-v=\"18829.0\"\/><rect x=\"110.5\" y=\"23.7\" width=\"9.0\" height=\"40.3\" fill=\"#16163a\" data-q=\"2025-Q4\" data-v=\"21383.0\"\/><rect x=\"120.5\" y=\"28.2\" width=\"9.0\" height=\"35.8\" fill=\"#16163a\" data-q=\"2026-Q1\" data-v=\"18997.0\"\/><rect x=\"130.5\" y=\"7.2\" width=\"9.0\" height=\"56.8\" fill=\"#16163a\" data-q=\"2026-Q2\" data-v=\"30116.0\"\/><rect x=\"140.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#16163a\" data-q=\"2026-Q3\" data-v=\"33942.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"ORCL\" data-n=\"Oracle\"><div class=\"smn\">Oracle<\/div><div class=\"smv\">$28.5bn <small>in Q3 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Oracle quarterly capex, Q1 2023 to Q3 2026\"><rect x=\"0.5\" y=\"58.1\" width=\"9.0\" height=\"5.9\" fill=\"#16163a\" data-q=\"2023-Q1\" data-v=\"2628.0\"\/><rect x=\"10.5\" y=\"59.7\" width=\"9.0\" height=\"4.3\" fill=\"#16163a\" data-q=\"2023-Q2\" data-v=\"1913.0\"\/><rect x=\"20.5\" y=\"61.0\" width=\"9.0\" height=\"3.0\" fill=\"#16163a\" data-q=\"2023-Q3\" data-v=\"1314.0\"\/><rect x=\"30.5\" y=\"61.6\" width=\"9.0\" height=\"2.4\" fill=\"#16163a\" data-q=\"2023-Q4\" data-v=\"1080.0\"\/><rect x=\"40.5\" y=\"60.2\" width=\"9.0\" height=\"3.8\" fill=\"#16163a\" data-q=\"2024-Q1\" data-v=\"1674.0\"\/><rect x=\"50.5\" y=\"57.7\" width=\"9.0\" height=\"6.3\" fill=\"#16163a\" data-q=\"2024-Q2\" data-v=\"2798.0\"\/><rect x=\"60.5\" y=\"58.8\" width=\"9.0\" height=\"5.2\" fill=\"#16163a\" data-q=\"2024-Q3\" data-v=\"2303.0\"\/><rect x=\"70.5\" y=\"55.1\" width=\"9.0\" height=\"8.9\" fill=\"#16163a\" data-q=\"2024-Q4\" data-v=\"3970.0\"\/><rect x=\"80.5\" y=\"50.8\" width=\"9.0\" height=\"13.2\" fill=\"#16163a\" data-q=\"2025-Q1\" data-v=\"5862.0\"\/><rect x=\"90.5\" y=\"43.6\" width=\"9.0\" height=\"20.4\" fill=\"#16163a\" data-q=\"2025-Q2\" data-v=\"9080.0\"\/><rect x=\"100.5\" y=\"44.9\" width=\"9.0\" height=\"19.1\" fill=\"#16163a\" data-q=\"2025-Q3\" data-v=\"8502.0\"\/><rect x=\"110.5\" y=\"37.0\" width=\"9.0\" height=\"27.0\" fill=\"#16163a\" data-q=\"2025-Q4\" data-v=\"12033.0\"\/><rect x=\"120.5\" y=\"22.2\" width=\"9.0\" height=\"41.8\" fill=\"#16163a\" data-q=\"2026-Q1\" data-v=\"18635.0\"\/><rect x=\"130.5\" y=\"27.0\" width=\"9.0\" height=\"37.0\" fill=\"#16163a\" data-q=\"2026-Q2\" data-v=\"16493.0\"\/><rect x=\"140.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#16163a\" data-q=\"2026-Q3\" data-v=\"28499.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"BABA\" data-n=\"Alibaba\"><div class=\"smn\">Alibaba<\/div><div class=\"smv\">$9.9bn <small>in Q2 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Alibaba quarterly capex, Q1 2023 to Q2 2026\"><rect x=\"0.5\" y=\"61.6\" width=\"9.0\" height=\"2.4\" fill=\"#E69F00\" data-q=\"2023-Q1\" data-v=\"367.3\"\/><rect x=\"10.5\" y=\"58.5\" width=\"9.0\" height=\"5.5\" fill=\"#E69F00\" data-q=\"2023-Q2\" data-v=\"856.6\"\/><rect x=\"20.5\" y=\"60.3\" width=\"9.0\" height=\"3.7\" fill=\"#E69F00\" data-q=\"2023-Q3\" data-v=\"567.6\"\/><rect x=\"30.5\" y=\"57.5\" width=\"9.0\" height=\"6.5\" fill=\"#E69F00\" data-q=\"2023-Q4\" data-v=\"1008.5\"\/><rect x=\"40.5\" y=\"54.9\" width=\"9.0\" height=\"9.1\" fill=\"#E69F00\" data-q=\"2024-Q1\" data-v=\"1415.3\"\/><rect x=\"50.5\" y=\"53.4\" width=\"9.0\" height=\"10.6\" fill=\"#E69F00\" data-q=\"2024-Q2\" data-v=\"1648.8\"\/><rect x=\"60.5\" y=\"48.7\" width=\"9.0\" height=\"15.3\" fill=\"#E69F00\" data-q=\"2024-Q3\" data-v=\"2369.7\"\/><rect x=\"70.5\" y=\"35.9\" width=\"9.0\" height=\"28.1\" fill=\"#E69F00\" data-q=\"2024-Q4\" data-v=\"4363.1\"\/><rect x=\"80.5\" y=\"42.8\" width=\"9.0\" height=\"21.2\" fill=\"#E69F00\" data-q=\"2025-Q1\" data-v=\"3299.0\"\/><rect x=\"90.5\" y=\"29.6\" width=\"9.0\" height=\"34.4\" fill=\"#E69F00\" data-q=\"2025-Q2\" data-v=\"5340.6\"\/><rect x=\"100.5\" y=\"35.7\" width=\"9.0\" height=\"28.3\" fill=\"#E69F00\" data-q=\"2025-Q3\" data-v=\"4391.2\"\/><rect x=\"110.5\" y=\"41.0\" width=\"9.0\" height=\"23.0\" fill=\"#E69F00\" data-q=\"2025-Q4\" data-v=\"3579.7\"\/><rect x=\"120.5\" y=\"39.3\" width=\"9.0\" height=\"24.7\" fill=\"#E69F00\" data-q=\"2026-Q1\" data-v=\"3841.2\"\/><rect x=\"130.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#E69F00\" data-q=\"2026-Q2\" data-v=\"9943.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"TCEHY\" data-n=\"Tencent\"><div class=\"smn\">Tencent<\/div><div class=\"smv\">$7.8bn <small>in Q2 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Tencent quarterly capex, Q1 2024 to Q2 2026\"><rect x=\"40.5\" y=\"47.5\" width=\"9.0\" height=\"16.5\" fill=\"#E69F00\" data-q=\"2024-Q1\" data-v=\"1997.5\"\/><rect x=\"50.5\" y=\"54.1\" width=\"9.0\" height=\"9.9\" fill=\"#E69F00\" data-q=\"2024-Q2\" data-v=\"1205.5\"\/><rect x=\"60.5\" y=\"44.3\" width=\"9.0\" height=\"19.7\" fill=\"#E69F00\" data-q=\"2024-Q3\" data-v=\"2386.1\"\/><rect x=\"70.5\" y=\"22.0\" width=\"9.0\" height=\"42.0\" fill=\"#E69F00\" data-q=\"2024-Q4\" data-v=\"5087.6\"\/><rect x=\"80.5\" y=\"32.8\" width=\"9.0\" height=\"31.2\" fill=\"#E69F00\" data-q=\"2025-Q1\" data-v=\"3777.9\"\/><rect x=\"90.5\" y=\"42.2\" width=\"9.0\" height=\"21.8\" fill=\"#E69F00\" data-q=\"2025-Q2\" data-v=\"2641.6\"\/><rect x=\"100.5\" y=\"49.0\" width=\"9.0\" height=\"15.0\" fill=\"#E69F00\" data-q=\"2025-Q3\" data-v=\"1814.0\"\/><rect x=\"110.5\" y=\"41.2\" width=\"9.0\" height=\"22.8\" fill=\"#E69F00\" data-q=\"2025-Q4\" data-v=\"2769.4\"\/><rect x=\"120.5\" y=\"25.9\" width=\"9.0\" height=\"38.1\" fill=\"#E69F00\" data-q=\"2026-Q1\" data-v=\"4613.8\"\/><rect x=\"130.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#E69F00\" data-q=\"2026-Q2\" data-v=\"7756.9\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"BIDU\" data-n=\"Baidu\"><div class=\"smn\">Baidu<\/div><div class=\"smv\">$1.7bn <small>in Q2 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Baidu quarterly capex, Q1 2023 to Q2 2026\"><rect x=\"0.5\" y=\"56.8\" width=\"9.0\" height=\"7.2\" fill=\"#E69F00\" data-q=\"2023-Q1\" data-v=\"189.3\"\/><rect x=\"10.5\" y=\"49.2\" width=\"9.0\" height=\"14.8\" fill=\"#E69F00\" data-q=\"2023-Q2\" data-v=\"385.9\"\/><rect x=\"20.5\" y=\"45.4\" width=\"9.0\" height=\"18.6\" fill=\"#E69F00\" data-q=\"2023-Q3\" data-v=\"487.1\"\/><rect x=\"30.5\" y=\"44.6\" width=\"9.0\" height=\"19.4\" fill=\"#E69F00\" data-q=\"2023-Q4\" data-v=\"506.6\"\/><rect x=\"40.5\" y=\"53.2\" width=\"9.0\" height=\"10.8\" fill=\"#E69F00\" data-q=\"2024-Q1\" data-v=\"283.5\"\/><rect x=\"50.5\" y=\"52.8\" width=\"9.0\" height=\"11.2\" fill=\"#E69F00\" data-q=\"2024-Q2\" data-v=\"292.5\"\/><rect x=\"60.5\" y=\"55.2\" width=\"9.0\" height=\"8.8\" fill=\"#E69F00\" data-q=\"2024-Q3\" data-v=\"229.6\"\/><rect x=\"70.5\" y=\"51.6\" width=\"9.0\" height=\"12.4\" fill=\"#E69F00\" data-q=\"2024-Q4\" data-v=\"324.5\"\/><rect x=\"80.5\" y=\"48.8\" width=\"9.0\" height=\"15.2\" fill=\"#E69F00\" data-q=\"2025-Q1\" data-v=\"398.7\"\/><rect x=\"90.5\" y=\"43.9\" width=\"9.0\" height=\"20.1\" fill=\"#E69F00\" data-q=\"2025-Q2\" data-v=\"525.4\"\/><rect x=\"100.5\" y=\"45.8\" width=\"9.0\" height=\"18.2\" fill=\"#E69F00\" data-q=\"2025-Q3\" data-v=\"475.2\"\/><rect x=\"110.5\" y=\"53.4\" width=\"9.0\" height=\"10.6\" fill=\"#E69F00\" data-q=\"2025-Q4\" data-v=\"278.2\"\/><rect x=\"120.5\" y=\"31.3\" width=\"9.0\" height=\"32.7\" fill=\"#E69F00\" data-q=\"2026-Q1\" data-v=\"854.7\"\/><rect x=\"130.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#E69F00\" data-q=\"2026-Q2\" data-v=\"1673.8\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"TSM\" data-n=\"TSMC\"><div class=\"smn\">TSMC<\/div><div class=\"smv\">$13.9bn <small>in Q3 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"TSMC quarterly capex, Q1 2023 to Q3 2026\"><rect x=\"0.5\" y=\"23.5\" width=\"9.0\" height=\"40.5\" fill=\"#56B4E9\" data-q=\"2023-Q1\" data-v=\"9944.1\"\/><rect x=\"10.5\" y=\"30.7\" width=\"9.0\" height=\"33.3\" fill=\"#56B4E9\" data-q=\"2023-Q2\" data-v=\"8168.6\"\/><rect x=\"20.5\" y=\"34.8\" width=\"9.0\" height=\"29.2\" fill=\"#56B4E9\" data-q=\"2023-Q3\" data-v=\"7162.5\"\/><rect x=\"30.5\" y=\"42.2\" width=\"9.0\" height=\"21.8\" fill=\"#56B4E9\" data-q=\"2023-Q4\" data-v=\"5337.5\"\/><rect x=\"40.5\" y=\"40.5\" width=\"9.0\" height=\"23.5\" fill=\"#56B4E9\" data-q=\"2024-Q1\" data-v=\"5773.9\"\/><rect x=\"50.5\" y=\"38.1\" width=\"9.0\" height=\"25.9\" fill=\"#56B4E9\" data-q=\"2024-Q2\" data-v=\"6358.0\"\/><rect x=\"60.5\" y=\"37.9\" width=\"9.0\" height=\"26.1\" fill=\"#56B4E9\" data-q=\"2024-Q3\" data-v=\"6407.2\"\/><rect x=\"70.5\" y=\"18.3\" width=\"9.0\" height=\"45.7\" fill=\"#56B4E9\" data-q=\"2024-Q4\" data-v=\"11205.9\"\/><rect x=\"80.5\" y=\"23.0\" width=\"9.0\" height=\"41.0\" fill=\"#56B4E9\" data-q=\"2025-Q1\" data-v=\"10061.7\"\/><rect x=\"90.5\" y=\"25.0\" width=\"9.0\" height=\"39.0\" fill=\"#56B4E9\" data-q=\"2025-Q2\" data-v=\"9572.3\"\/><rect x=\"100.5\" y=\"24.8\" width=\"9.0\" height=\"39.2\" fill=\"#56B4E9\" data-q=\"2025-Q3\" data-v=\"9610.5\"\/><rect x=\"110.5\" y=\"17.1\" width=\"9.0\" height=\"46.9\" fill=\"#56B4E9\" data-q=\"2025-Q4\" data-v=\"11509.5\"\/><rect x=\"120.5\" y=\"18.7\" width=\"9.0\" height=\"45.3\" fill=\"#56B4E9\" data-q=\"2026-Q1\" data-v=\"11103.5\"\/><rect x=\"130.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#56B4E9\" data-q=\"2026-Q2\" data-v=\"15696.2\"\/><rect x=\"140.5\" y=\"7.5\" width=\"9.0\" height=\"56.5\" fill=\"#56B4E9\" data-q=\"2026-Q3\" data-v=\"13859.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"NVDA\" data-n=\"NVIDIA\"><div class=\"smn\">NVIDIA<\/div><div class=\"smv\">$2.7bn <small>in Q2 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"NVIDIA quarterly capex, Q1 2023 to Q2 2026\"><rect x=\"0.5\" y=\"58.1\" width=\"9.0\" height=\"5.9\" fill=\"#56B4E9\" data-q=\"2023-Q1\" data-v=\"248.0\"\/><rect x=\"10.5\" y=\"57.1\" width=\"9.0\" height=\"6.9\" fill=\"#56B4E9\" data-q=\"2023-Q2\" data-v=\"289.0\"\/><rect x=\"20.5\" y=\"57.4\" width=\"9.0\" height=\"6.6\" fill=\"#56B4E9\" data-q=\"2023-Q3\" data-v=\"278.0\"\/><rect x=\"30.5\" y=\"57.9\" width=\"9.0\" height=\"6.1\" fill=\"#56B4E9\" data-q=\"2023-Q4\" data-v=\"254.0\"\/><rect x=\"40.5\" y=\"55.2\" width=\"9.0\" height=\"8.8\" fill=\"#56B4E9\" data-q=\"2024-Q1\" data-v=\"369.0\"\/><rect x=\"50.5\" y=\"40.6\" width=\"9.0\" height=\"23.4\" fill=\"#56B4E9\" data-q=\"2024-Q2\" data-v=\"977.0\"\/><rect x=\"60.5\" y=\"44.6\" width=\"9.0\" height=\"19.4\" fill=\"#56B4E9\" data-q=\"2024-Q3\" data-v=\"813.0\"\/><rect x=\"70.5\" y=\"38.3\" width=\"9.0\" height=\"25.7\" fill=\"#56B4E9\" data-q=\"2024-Q4\" data-v=\"1077.0\"\/><rect x=\"80.5\" y=\"34.7\" width=\"9.0\" height=\"29.3\" fill=\"#56B4E9\" data-q=\"2025-Q1\" data-v=\"1227.0\"\/><rect x=\"90.5\" y=\"18.7\" width=\"9.0\" height=\"45.3\" fill=\"#56B4E9\" data-q=\"2025-Q2\" data-v=\"1895.0\"\/><rect x=\"100.5\" y=\"24.9\" width=\"9.0\" height=\"39.1\" fill=\"#56B4E9\" data-q=\"2025-Q3\" data-v=\"1636.0\"\/><rect x=\"110.5\" y=\"33.3\" width=\"9.0\" height=\"30.7\" fill=\"#56B4E9\" data-q=\"2025-Q4\" data-v=\"1284.0\"\/><rect x=\"120.5\" y=\"22.0\" width=\"9.0\" height=\"42.0\" fill=\"#56B4E9\" data-q=\"2026-Q1\" data-v=\"1757.0\"\/><rect x=\"130.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#56B4E9\" data-q=\"2026-Q2\" data-v=\"2677.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"CRWV\" data-n=\"CoreWeave\"><div class=\"smn\">CoreWeave<\/div><div class=\"smv\">$6.4bn <small>in Q2 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"CoreWeave quarterly capex, Q1 2024 to Q2 2026\"><rect x=\"40.5\" y=\"49.5\" width=\"9.0\" height=\"14.5\" fill=\"#009E73\" data-q=\"2024-Q1\" data-v=\"1741.9\"\/><rect x=\"50.5\" y=\"45.3\" width=\"9.0\" height=\"18.7\" fill=\"#009E73\" data-q=\"2024-Q2\" data-v=\"2247.2\"\/><rect x=\"60.5\" y=\"53.9\" width=\"9.0\" height=\"10.1\" fill=\"#009E73\" data-q=\"2024-Q3\" data-v=\"1215.2\"\/><rect x=\"70.5\" y=\"34.9\" width=\"9.0\" height=\"29.1\" fill=\"#009E73\" data-q=\"2024-Q4\" data-v=\"3497.7\"\/><rect x=\"80.5\" y=\"52.3\" width=\"9.0\" height=\"11.7\" fill=\"#009E73\" data-q=\"2025-Q1\" data-v=\"1407.0\"\/><rect x=\"90.5\" y=\"43.6\" width=\"9.0\" height=\"20.4\" fill=\"#009E73\" data-q=\"2025-Q2\" data-v=\"2453.0\"\/><rect x=\"100.5\" y=\"44.1\" width=\"9.0\" height=\"19.9\" fill=\"#009E73\" data-q=\"2025-Q3\" data-v=\"2389.2\"\/><rect x=\"110.5\" y=\"30.2\" width=\"9.0\" height=\"33.8\" fill=\"#009E73\" data-q=\"2025-Q4\" data-v=\"4059.8\"\/><rect x=\"120.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#009E73\" data-q=\"2026-Q1\" data-v=\"7695.0\"\/><rect x=\"130.5\" y=\"10.6\" width=\"9.0\" height=\"53.4\" fill=\"#009E73\" data-q=\"2026-Q2\" data-v=\"6422.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"NBIS\" data-n=\"Nebius\"><div class=\"smn\">Nebius<\/div><div class=\"smv\">$5.7bn <small>in Q2 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Nebius quarterly capex, Q2 2024 to Q2 2026\"><rect x=\"50.5\" y=\"62.2\" width=\"9.0\" height=\"1.8\" fill=\"#009E73\" data-q=\"2024-Q2\" data-v=\"159.0\"\/><rect x=\"60.5\" y=\"62.1\" width=\"9.0\" height=\"1.9\" fill=\"#009E73\" data-q=\"2024-Q3\" data-v=\"172.1\"\/><rect x=\"70.5\" y=\"59.3\" width=\"9.0\" height=\"4.7\" fill=\"#009E73\" data-q=\"2024-Q4\" data-v=\"417.5\"\/><rect x=\"80.5\" y=\"57.8\" width=\"9.0\" height=\"6.2\" fill=\"#009E73\" data-q=\"2025-Q1\" data-v=\"543.9\"\/><rect x=\"90.5\" y=\"58.2\" width=\"9.0\" height=\"5.8\" fill=\"#009E73\" data-q=\"2025-Q2\" data-v=\"510.6\"\/><rect x=\"100.5\" y=\"53.2\" width=\"9.0\" height=\"10.8\" fill=\"#009E73\" data-q=\"2025-Q3\" data-v=\"955.5\"\/><rect x=\"110.5\" y=\"40.7\" width=\"9.0\" height=\"23.3\" fill=\"#009E73\" data-q=\"2025-Q4\" data-v=\"2056.0\"\/><rect x=\"120.5\" y=\"36.0\" width=\"9.0\" height=\"28.0\" fill=\"#009E73\" data-q=\"2026-Q1\" data-v=\"2472.9\"\/><rect x=\"130.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#009E73\" data-q=\"2026-Q2\" data-v=\"5657.4\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"XAI\" data-n=\"xAI\"><div class=\"smn\">xAI<\/div><div class=\"smv\">$16.4bn <small>in Q3 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"xAI quarterly capex, Q1 2025 to Q3 2026\"><rect x=\"80.5\" y=\"54.0\" width=\"9.0\" height=\"10.0\" fill=\"#D55E00\" data-q=\"2025-Q1\" data-v=\"2568.0\"\/><rect x=\"90.5\" y=\"61.1\" width=\"9.0\" height=\"2.9\" fill=\"#D55E00\" data-q=\"2025-Q2\" data-v=\"749.0\"\/><rect x=\"100.5\" y=\"45.5\" width=\"9.0\" height=\"18.5\" fill=\"#D55E00\" data-q=\"2025-Q3\" data-v=\"4760.0\"\/><rect x=\"110.5\" y=\"45.9\" width=\"9.0\" height=\"18.1\" fill=\"#D55E00\" data-q=\"2025-Q4\" data-v=\"4650.0\"\/><rect x=\"120.5\" y=\"33.9\" width=\"9.0\" height=\"30.1\" fill=\"#D55E00\" data-q=\"2026-Q1\" data-v=\"7723.0\"\/><rect x=\"130.5\" y=\"2.4\" width=\"9.0\" height=\"61.6\" fill=\"#D55E00\" data-q=\"2026-Q2\" data-v=\"15828.0\"\/><rect x=\"140.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#D55E00\" data-q=\"2026-Q3\" data-v=\"16444.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><div class=\"sm\" data-t=\"AAPL\" data-n=\"Apple\"><div class=\"smn\">Apple<\/div><div class=\"smv\">$2.5bn <small>in Q2 2026<\/small><\/div><svg viewBox=\"0 0 150 64\" preserveAspectRatio=\"none\" role=\"img\" aria-label=\"Apple quarterly capex, Q1 2023 to Q2 2026\"><rect x=\"0.5\" y=\"10.1\" width=\"9.0\" height=\"53.9\" fill=\"#999999\" data-q=\"2023-Q1\" data-v=\"2916.0\"\/><rect x=\"10.5\" y=\"25.3\" width=\"9.0\" height=\"38.7\" fill=\"#999999\" data-q=\"2023-Q2\" data-v=\"2093.0\"\/><rect x=\"20.5\" y=\"24.0\" width=\"9.0\" height=\"40.0\" fill=\"#999999\" data-q=\"2023-Q3\" data-v=\"2163.0\"\/><rect x=\"30.5\" y=\"19.8\" width=\"9.0\" height=\"44.2\" fill=\"#999999\" data-q=\"2023-Q4\" data-v=\"2392.0\"\/><rect x=\"40.5\" y=\"27.1\" width=\"9.0\" height=\"36.9\" fill=\"#999999\" data-q=\"2024-Q1\" data-v=\"1996.0\"\/><rect x=\"50.5\" y=\"24.2\" width=\"9.0\" height=\"39.8\" fill=\"#999999\" data-q=\"2024-Q2\" data-v=\"2151.0\"\/><rect x=\"60.5\" y=\"10.2\" width=\"9.0\" height=\"53.8\" fill=\"#999999\" data-q=\"2024-Q3\" data-v=\"2908.0\"\/><rect x=\"70.5\" y=\"9.6\" width=\"9.0\" height=\"54.4\" fill=\"#999999\" data-q=\"2024-Q4\" data-v=\"2940.0\"\/><rect x=\"80.5\" y=\"7.2\" width=\"9.0\" height=\"56.8\" fill=\"#999999\" data-q=\"2025-Q1\" data-v=\"3071.0\"\/><rect x=\"90.5\" y=\"0.0\" width=\"9.0\" height=\"64.0\" fill=\"#999999\" data-q=\"2025-Q2\" data-v=\"3462.0\"\/><rect x=\"100.5\" y=\"4.1\" width=\"9.0\" height=\"59.9\" fill=\"#999999\" data-q=\"2025-Q3\" data-v=\"3242.0\"\/><rect x=\"110.5\" y=\"20.1\" width=\"9.0\" height=\"43.9\" fill=\"#999999\" data-q=\"2025-Q4\" data-v=\"2373.0\"\/><rect x=\"120.5\" y=\"27.6\" width=\"9.0\" height=\"36.4\" fill=\"#999999\" data-q=\"2026-Q1\" data-v=\"1971.0\"\/><rect x=\"130.5\" y=\"18.6\" width=\"9.0\" height=\"45.4\" fill=\"#999999\" data-q=\"2026-Q2\" data-v=\"2455.0\"\/><\/svg><div class=\"sma\"><span>2023<\/span><span>2026<\/span><\/div><\/div><\/div><\/section>\n<section id=\"gdn\"><h2>And every 2026 plan points higher still<\/h2><p class=\"sub\">What each company has told investors it expects to spend in 2026, against what it spent in the last 12 months. Each uses its own definition of spending.<\/p>\n<div class=\"gc\"><\/div>\n<details class=\"in\"><summary>Their 2026 plans, in their own words<\/summary><ul class=\"gd\"><li><div class=\"gh\"><b>Amazon<\/b><span>2026: about $220bn<\/span><\/div><div class=\"gb\">net of proceeds and incentives<\/div><q>We continue to expect 2026 cash capital expenditures to be approximately $220 billion.<\/q><small>Amazon earnings release, 29 Oct 2026 \u00b7 <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000038\/amzn-20260930xex991.htm\" rel=\"nofollow noopener\">source<\/a><\/small><\/li><li><div class=\"gh\"><b>Alphabet<\/b><span>2026: $195\u2013205bn<\/span><\/div><p class=\"gp\">Alphabet said its 2026 plan of $195bn to $205bn was unchanged. This is taken from an automatic transcript of the webcast audio; the exact wording is not yet confirmed.<\/p><small>Anat Ashkenazi, CFO, earnings call, 28 Oct 2026 \u00b7 <a href=\"https:\/\/www.youtube.com\/watch?v=X9mmCagxJTo&amp;t=1918s\" rel=\"nofollow noopener\">source<\/a><\/small><\/li><li><div class=\"gh\"><b>Microsoft<\/b><span>2026: about $170bn<\/span><\/div><div class=\"gb\">includes finance leases<\/div><q>\u2026 for the calendar year, spend should be approximately $170 billion \u2026<\/q><small>Amy Hood, CFO, earnings call, 28 Oct 2026 \u00b7 <a href=\"https:\/\/www.microsoft.com\/en-us\/investor\/events\/fy-2027\/earnings-fy-2027-q1\" rel=\"nofollow noopener\">source<\/a><\/small><\/li><li><div class=\"gh\"><b>Meta<\/b><span>2026: $135\u2013145bn<\/span><\/div><div class=\"gb\">includes finance-lease principal payments<\/div><q>We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $135-145 billion \u2026<\/q><small>Meta earnings release, 21 Oct 2026 \u00b7 <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026066700\/meta-09302026xexhibit991.htm\" rel=\"nofollow noopener\">source<\/a><\/small><\/li><li><div class=\"gh\"><b>TSMC<\/b><span>2026: $60\u201364bn<\/span><\/div><q>\u2026 we reiterate our full year 2026 capital budget to be between USD60 billion and USD64 billion.<\/q><small>Wendell Huang, CFO, earnings call, 15 Oct 2026 \u00b7 <a href=\"https:\/\/investor.tsmc.com\/english\/encrypt\/files\/encrypt_file\/reports\/2026-10\/eba4fac72873bf546b669bd2b5d973df5c93215d\/TSMC%203Q26%20Transcript.pdf\" rel=\"nofollow noopener\">source<\/a><\/small><\/li><li><div class=\"gh\"><b>Alibaba<\/b><span>At least $53bn over three years<\/span><\/div><div class=\"gb\">from Feb 2025; cloud and AI, not total capex<\/div><q>\u2026 plans to invest at least RMB380 billion (US$53 billion) over the next three years to advance its cloud computing and AI infrastructure<\/q><small>Alibaba announcement, 24 Feb 2025 \u00b7 <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465925016348\/tm257405d1_ex99-1.htm\" rel=\"nofollow noopener\">source<\/a><\/small><\/li><li><div class=\"gh\"><b>CoreWeave<\/b><span>2026: $35\u201339bn<\/span><\/div><div class=\"gb\">company-defined capex<\/div><q>FY\u201926 Guidance: Capital Expenditures $35 \u2013 39 billion<\/q><small>CoreWeave earnings presentation, 11 Aug 2026 \u00b7 <a href=\"https:\/\/s205.q4cdn.com\/133937190\/files\/doc_financials\/2026\/q2\/CoreWeave-Q2-26-Earnings-Outlook-Presentation.pdf\" rel=\"nofollow noopener\">source<\/a><\/small><\/li><\/ul>\n<p class=\"src\">No published 2026 plan found for Oracle, xAI, Tencent, Nebius, Apple, NVIDIA or Baidu.<\/p><\/details><\/section>\n<details class=\"dm\" id=\"data\"><summary>Data and methods<\/summary><div class=\"dmb\">\n<h3>What we measure<\/h3><p>Capex is purchases of property and equipment from each company\u2019s cash flow statement, as filed. It covers the whole company, not just AI: Amazon\u2019s includes warehouses and satellites; Meta\u2019s includes non-AI servers. Free cash flow is operating cash flow minus this capex.<\/p><p>The $879bn headline and every chart cover all 14 companies\u2019 capex. The \u201cbig five\u201d totals (Amazon, Alphabet, Microsoft, Meta and Oracle) count only those five. TSMC, CoreWeave and Alibaba\u2019s spending plans are shown next to the big five\u2019s but are never added to them; Alibaba\u2019s is a three-year plan, not a yearly one.<\/p>\n<p>Exceptions: Tencent reports capex on an accrual basis; Alibaba\u2019s excludes land use rights and office campuses; NVIDIA\u2019s and Nebius\u2019s include intangible assets such as software (Nebius\u2019s releases before 2026 used a label without them, for the same figures); xAI\u2019s is the capex of SpaceX\u2019s AI business, called the \u201cAI segment\u201d in SpaceX\u2019s listing documents and the \u201cSI segment\u201d since Q3 2026, and its 2025 quarters are worked out from both sources. Renminbi figures use the Fed H.10 quarterly average rate; TSMC\u2019s use its own reported rate.<\/p>\n<h3>Periods<\/h3><p>Microsoft\u2019s year ends in June, Oracle\u2019s in May, NVIDIA\u2019s in January, Apple\u2019s in September and Alibaba\u2019s in March. Each fiscal quarter is placed in the calendar quarter containing its midpoint. Companies report at different times, so the latest quarter is not the same for all.<\/p>\n<h3>AI share<\/h3><p>No company splits AI from other capex. Our range for each is based on what it says its capex buys.<\/p><details class=\"in\"><summary>Method by company<\/summary><ul><li><b>Amazon, 45\u201370%:<\/b> Amazon\u2019s capex covers AWS plus fulfilment, transport and Kuiper satellites. It said 2026 spend is \u201cpredominantly in AWS\u201d but does not split AI from other AWS spend. Low end: AWS share less non-AI compute. High end: most AWS spend AI-related. <a href=\"https:\/\/ir.aboutamazon.com\/quarterly-results\/default.aspx\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Alphabet, 60\u201385%:<\/b> On its Q3 2026 call, Alphabet said the vast majority of its capex went on technical infrastructure to support AI, and that about 65% of that went on servers and networking and 35% on data centres (automatic transcript of the official webcast, one pass, not yet checked by ear). Low end: the servers-and-networking share less non-AI servers. High end: 85% is DailyAI\u2019s own assumption for \u201cvast majority\u201d; Alphabet gave no percentage. <a href=\"https:\/\/www.youtube.com\/watch?v=X9mmCagxJTo&amp;t=1580s\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Microsoft, 55\u201375%:<\/b> Microsoft attributes its capex growth to \u201ccloud and AI infrastructure\u201d on every call since 2023 and says the mix is shifting to short-lived assets (servers, incl. GPUs and CPUs) that track AI and cloud revenue. Low end: short-lived share treated as mostly AI, sites as mostly non-AI. High end: most new data-centre sites also built for AI. Microsoft gives no AI split. <a href=\"https:\/\/www.microsoft.com\/en-us\/investor\/events\/fy-2027\/earnings-fy-2027-q1\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Meta, 60\u201385%:<\/b> Meta says capex supports \u201cboth our generative AI efforts and core business\u201d and that servers include \u201cboth non-AI and AI hardware\u201d. Its ranking and recommendation systems are AI too; we count only generative-AI and AI-training capacity at the low end. <a href=\"https:\/\/investor.atmeta.com\/financials\/default.aspx\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Oracle, 60\u201390%:<\/b> Oracle\u2019s capex is almost all OCI data centres and equipment, and its contract backlog growth is dominated by AI training and inference contracts. Oracle gives no AI split; the range is wide on purpose. <a href=\"https:\/\/investor.oracle.com\/financial-reporting\/quarterly-results\/default.aspx\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Alibaba, 70\u201390%:<\/b> Alibaba says its capex goes to cloud and AI infrastructure under its three-year plan, and its Aug 2026 release links the rise to CPU compute for AI agents and chip prices. Some spend serves non-AI cloud and commerce. <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465926099220\/tm2623667d1_ex99-1.htm\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Tencent, 60\u201385%:<\/b> Tencent\u2019s releases describe capex payments as \u201cprimarily to support our AI initiatives\u201d. The rest serves games, social and non-AI cloud. <a href=\"https:\/\/static.www.tencent.com\/uploads\/2026\/05\/13\/59cf8219adbb046153f69387479350ac.pdf\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Baidu, 50\u201380%:<\/b> Baidu\u2019s capex funds AI Cloud and Ernie model compute plus iQIYI and other businesses. No AI split disclosed. <a href=\"https:\/\/ir.baidu.com\/financial-information\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>TSMC, 50\u201375%:<\/b> Proxy: TSMC\u2019s high-performance-computing platform share of revenue (its quarterly management report), which is mainly AI accelerators and server CPUs on advanced nodes. Capacity also serves smartphones and other platforms. <a href=\"https:\/\/investor.tsmc.com\/english\/quarterly-results\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>NVIDIA, 20\u201350%:<\/b> NVIDIA\u2019s own capex (not its sales) covers offices, labs and its in-house research and DGX Cloud compute. No AI split disclosed; the range is a judgement. <a href=\"https:\/\/investor.nvidia.com\/financial-info\/sec-filings\/default.aspx\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>CoreWeave, 90\u2013100%:<\/b> CoreWeave is a GPU cloud; capex is GPUs, networking and data centres for AI workloads. <a href=\"https:\/\/investors.coreweave.com\/\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Nebius, 90\u2013100%:<\/b> Nebius\u2019s capex is GPUs, GPU-related hardware and data-centre build-out for its AI cloud. <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926094568\/tm2622968d1_ex99-2.htm\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>xAI, 85\u2013100%:<\/b> SpaceX\u2019s SI segment (formerly AI) is xAI\u2019s Colossus compute plus X and, from Q3 2026, Cursor. Most segment capex is AI compute; X platform spend is the main non-AI part. <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026066880\/spcx-20260930.htm\" rel=\"nofollow noopener\">Evidence<\/a><\/li><li><b>Apple, 10\u201330%:<\/b> Apple\u2019s capex mostly funds manufacturing tooling, retail and corporate facilities, and data centres (incl. Private Cloud Compute servers for Apple Intelligence). No AI split disclosed. <a href=\"https:\/\/investor.apple.com\/sec-filings\/default.aspx\" rel=\"nofollow noopener\">Evidence<\/a><\/li><\/ul><\/details>\n<h3>Guidance<\/h3><p>Quotes are word for word from earnings releases, call transcripts and webcasts; \u2026 marks a cut. Alphabet\u2019s is paraphrased, because it comes from an automatic transcript of the webcast audio and the exact wording has not yet been checked by ear. Microsoft\u2019s figure includes finance leases, Meta\u2019s adds finance-lease principal payments and Amazon\u2019s is net of proceeds and incentives, so they don\u2019t match the capex above exactly. Oracle\u2019s latest plan, for its 2027 financial year, was given only on its earnings call, and we have no official transcript of that call. Its last plan in a written release, $50bn for its 2026 financial year, covers a year that has ended. So no Oracle plan is shown. All 96 guidance quotes since 2023 are in the JSON download.<\/p>\n<h3>Spending outside capex<\/h3><ul>\n<li><b>Operating leases.<\/b> Leased data centres are not in capex. Leases signed but not yet started: Microsoft $364.6bn (30 Sep 2026), Meta about $355.7bn (30 Sep 2026), Alphabet $130.5bn (30 Sep 2026).<\/li>\n<li><b>Meta\u2019s joint ventures.<\/b> Meta owns 20% of two ventures building data-centre campuses in Louisiana and Texas, with estimated costs of about $27bn and $14bn, and leases the capacity back. They are not consolidated.<\/li>\n<li><b>Rented cloud capacity.<\/b> Meta has $454.5bn of commitments that \u201cmostly relate to third-party cloud capacity arrangements and investments in servers and network infrastructure\u201d; Microsoft has $194.1bn (30 Jun 2026) that \u201cprimarily relate to datacenters\u201d. Rental is an operating cost, not capex.<\/li>\n<li><b>Oracle\u2019s financing.<\/b> Oracle\u2019s own \u201cnet\u201d capex deducts customer prepayments and financing tied to capex: $7.9bn in its 2026 fiscal year and $10.5bn in the quarter to August 2026. We show its gross figure.<\/li><\/ul>\n<h3>Private AI labs<\/h3><p>OpenAI doesn\u2019t publish its capex. Anthropic\u2019s stock-market filing does, but it is small, $482m in the first half of 2026, because Anthropic rents almost all its computing power rather than buying it. That makes it impossible to compare with the companies above, so it isn\u2019t charted. The labs\u2019 announced commitments are listed here and not added to any total.<\/p><details class=\"in\"><summary>Announced commitments<\/summary><ul class=\"cm\"><li><b>OpenAI, $500bn<\/b> (21 Jan 2025, 2025-2029): Stargate: \u201cintends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States\u201d. <small>Stargate joint venture (SoftBank, OpenAI, Oracle, MGX equity funders). Joint-venture commitment; not OpenAI\u2019s own capex. <a href=\"https:\/\/openai.com\/index\/announcing-the-stargate-project\/\" rel=\"nofollow noopener\">Company announcement<\/a><\/small><\/li><li><b>OpenAI, $300bn<\/b> (23 Sep 2025, 2025-2030): OpenAI-Oracle agreement for up to 4.5 GW of additional Stargate capacity, \u201ca partnership that exceeds $300 billion between the two companies over the next five years\u201d. <small>OpenAI pays Oracle for capacity; Oracle builds; already in Oracle\u2019s capex.  <a href=\"https:\/\/openai.com\/index\/five-new-stargate-sites\/\" rel=\"nofollow noopener\">Company announcement<\/a><\/small><\/li><li><b>OpenAI, $450bn<\/b> (30 Oct 2025, 2025-2028): Stargate at \u201cover 8 gigawatts of planned capacity and more than $450 billion in investment over the next three years\u201d. <small>Stargate partners. Planned investment across partners. <a href=\"https:\/\/openai.com\/index\/expanding-stargate-to-michigan\/\" rel=\"nofollow noopener\">Company announcement<\/a><\/small><\/li><li><b>OpenAI<\/b> (29 Apr 2026, by 2029): \u201ccommitted to securing 10GW of AI infrastructure in the United States by 2029 ... we have already surpassed that milestone\u201d. <small>Stargate partners. Capacity milestone; no dollar figure given. <a href=\"https:\/\/openai.com\/index\/building-the-compute-infrastructure-for-the-intelligence-age\/\" rel=\"nofollow noopener\">Company announcement<\/a><\/small><\/li><li><b>Anthropic, $50bn<\/b> (12 Nov 2025, sites online through 2026): \u201ca $50 billion investment in American computing infrastructure, building data centers with Fluidstack in Texas and New York\u201d. <small>Anthropic with Fluidstack. Total programme; no quarterly spend disclosed. <a href=\"https:\/\/www.anthropic.com\/news\/anthropic-invests-50-billion-in-american-ai-infrastructure\" rel=\"nofollow noopener\">Company announcement<\/a><\/small><\/li><li><b>Anthropic<\/b> (3 Jun 2026, through May 2029): Cloud Services Agreements with SpaceX: \u201cthe customer has agreed to pay us $1.25 billion per month through May 2029\u201d for about 325,000 NVIDIA GPUs on Colossus and Colossus II. <small>Anthropic pays SpaceX (compute purchase; opex for Anthropic). Compute rental, not capex; terminable on 90 days\u2019 notice after the first three months. <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026040364\/spaceexplorationtechnologib.htm\" rel=\"nofollow noopener\">Sec filing (counterparty)<\/a><\/small><\/li><li><b>Anthropic<\/b> (26 Oct 2026, terms of up to 20 years): IPO filing (S-1): at 30 June 2026, \u201cexpected future fixed or minimum guaranteed commitments\u201d for compute and infrastructure \u201cwere approximately $265.6 billion\u201d, plus leases not yet started of \u201c$321.4 billion\u201d. <small>Anthropic pays cloud providers and lessors (mostly operating costs and leases for Anthropic). Capex itself was $131m in 2025 and $482m in the first half of 2026. The filing has not yet filled in its own combined total. <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/2130357\/000162828026067168\/anthropicpbc-sx1.htm\" rel=\"nofollow noopener\">Sec filing<\/a><\/small><\/li><\/ul><\/details>\n<h3>Full data<\/h3><details class=\"in\"><summary>All metrics by company<\/summary><div class=\"tw\"><table class=\"cards\"><thead><tr><th>Company<\/th><th class=\"n\">Latest quarter<\/th><th class=\"n\">vs year earlier<\/th><th class=\"n\">Last 12 months<\/th><th class=\"n\">AI share (est.)<\/th><th class=\"n\">AI capex (est.)<\/th><th class=\"n\">Revenue, 12m<\/th><th class=\"n\">Op. cash flow, 12m<\/th><th class=\"n\">Free cash flow, 12m<\/th><th class=\"n\">Capex \/ revenue<\/th><th class=\"n\">Capex \/ op. cash flow<\/th><th class=\"n\">Total debt<\/th><\/tr><\/thead><tbody><tr><td data-l=\"\"><b>Amazon<\/b><small>Q3 2026 \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$77.3bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+120%<\/td><td class=\"n\" data-l=\"Last 12 months\">$215bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">45\u201370%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$96.8bn\u2013$151bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$797bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$168bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">\u2212$46.9bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">27%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">128%<\/td><td class=\"n\" data-l=\"Total debt\">$181bn<\/td><\/tr><tr><td data-l=\"\"><b>Alphabet<\/b><small>Q3 2026 \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$51.4bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+114%<\/td><td class=\"n\" data-l=\"Last 12 months\">$160bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">60\u201385%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$95.9bn\u2013$136bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$471bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$180bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">$19.7bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">34%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">89%<\/td><td class=\"n\" data-l=\"Total debt\">$126bn<\/td><\/tr><tr><td data-l=\"\"><b>Microsoft<\/b><small>Q3 2026 (fiscal 2027 Q1) \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$39.4bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+103%<\/td><td class=\"n\" data-l=\"Last 12 months\">$136bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">55\u201375%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$74.8bn\u2013$102bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$346bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$196bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">$60.0bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">39%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">69%<\/td><td class=\"n\" data-l=\"Total debt\">$35.5bn<\/td><\/tr><tr><td data-l=\"\"><b>Meta<\/b><small>Q3 2026 \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$33.9bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+80%<\/td><td class=\"n\" data-l=\"Last 12 months\">$104bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">60\u201385%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$62.7bn\u2013$88.8bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$242bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$133bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">$28.6bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">43%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">78%<\/td><td class=\"n\" data-l=\"Total debt\">$83.7bn<\/td><\/tr><tr><td data-l=\"\"><b>Oracle<\/b><small>Q3 2026 (fiscal 2027 Q1) \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$28.5bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+235%<\/td><td class=\"n\" data-l=\"Last 12 months\">$75.7bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">60\u201390%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$45.4bn\u2013$68.1bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$71.8bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$46.9bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">\u2212$28.7bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">105%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">161%<\/td><td class=\"n\" data-l=\"Total debt\">$125bn<\/td><\/tr><tr><td data-l=\"\"><b>Alibaba<\/b><small>Q2 2026 (fiscal 2027 Q1) \u00b7 reports in CNY<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$9.9bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+86%<\/td><td class=\"n\" data-l=\"Last 12 months\">$21.8bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">70\u201390%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$15.2bn\u2013$19.6bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$149bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$11.2bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">\u2212$10.5bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">15%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">194%<\/td><td class=\"n\" data-l=\"Total debt\">$39.3bn<\/td><\/tr><tr><td data-l=\"\"><b>Tencent<\/b><small>Q2 2026 \u00b7 reports in CNY<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$7.8bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+194%<\/td><td class=\"n\" data-l=\"Last 12 months\">$17.0bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">60\u201385%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$10.2bn\u2013$14.4bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$113bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$43.7bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">$26.7bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">15%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">39%<\/td><td class=\"n\" data-l=\"Total debt\">$66.8bn<\/td><\/tr><tr><td data-l=\"\"><b>Baidu<\/b><small>Q2 2026 \u00b7 reports in CNY<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$1.7bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+219%<\/td><td class=\"n\" data-l=\"Last 12 months\">$3.3bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">50\u201380%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$1.6bn\u2013$2.6bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$18.2bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$1.4bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">\u2212$1.8bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">18%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">229%<\/td><td class=\"n\" data-l=\"Total debt\">$15.3bn<\/td><\/tr><tr><td data-l=\"\"><b>TSMC<\/b><small>Q3 2026 \u00b7 reports in TWD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$13.9bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+44%<\/td><td class=\"n\" data-l=\"Last 12 months\">$52.2bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">50\u201375%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$26.1bn\u2013$39.1bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$157bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$99.1bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">$46.9bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">33%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">53%<\/td><td class=\"n\" data-l=\"Total debt\">$25.7bn<\/td><\/tr><tr><td data-l=\"\"><b>NVIDIA<\/b><small>Q2 2026 (fiscal 2027 Q2) \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$2.7bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+41%<\/td><td class=\"n\" data-l=\"Last 12 months\">$7.4bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">20\u201350%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$1.5bn\u2013$3.7bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$303bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$134bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">$127bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">2%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">5%<\/td><td class=\"n\" data-l=\"Total debt\">$33.4bn<\/td><\/tr><tr><td data-l=\"\"><b>CoreWeave<\/b><small>Q2 2026 \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$6.4bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+162%<\/td><td class=\"n\" data-l=\"Last 12 months\">$20.6bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">90\u2013100%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$18.5bn\u2013$20.6bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$7.6bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$6.9bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">\u2212$13.7bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">271%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">298%<\/td><td class=\"n\" data-l=\"Total debt\">$35.6bn<\/td><\/tr><tr><td data-l=\"\"><b>Nebius<\/b><small>Q2 2026 \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$5.7bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+1,008%<\/td><td class=\"n\" data-l=\"Last 12 months\">$11.1bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">90\u2013100%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$10.0bn\u2013$11.1bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$1.4bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$5.3bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">\u2212$5.9bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">822%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">212%<\/td><td class=\"n\" data-l=\"Total debt\">$8.5bn<\/td><\/tr><tr><td data-l=\"\"><b>xAI<\/b><small>Q3 2026 \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$16.4bn<\/td><td class=\"n\" data-l=\"vs year earlier\">+245%<\/td><td class=\"n\" data-l=\"Last 12 months\">$44.6bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">85\u2013100%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$37.9bn\u2013$44.6bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">\u2013<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">\u2013<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">\u2013<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">\u2013<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">\u2013<\/td><td class=\"n\" data-l=\"Total debt\">\u2013<\/td><\/tr><tr><td data-l=\"\"><b>Apple<\/b><small>Q2 2026 (fiscal 2026 Q3) \u00b7 reports in USD<\/small><\/td><td class=\"n\" data-l=\"Latest quarter\">$2.5bn<\/td><td class=\"n\" data-l=\"vs year earlier\">\u221229%<\/td><td class=\"n\" data-l=\"Last 12 months\">$10.0bn<\/td><td class=\"n\" data-l=\"AI share (est.)\">10\u201330%<\/td><td class=\"n\" data-l=\"AI capex (est.)\">$1.0bn\u2013$3.0bn<\/td><td class=\"n\" data-l=\"Revenue, 12m\">$467bn<\/td><td class=\"n\" data-l=\"Op. cash flow, 12m\">$147bn<\/td><td class=\"n\" data-l=\"Free cash flow, 12m\">$137bn<\/td><td class=\"n\" data-l=\"Capex \/ revenue\">2%<\/td><td class=\"n\" data-l=\"Capex \/ op. cash flow\">7%<\/td><td class=\"n\" data-l=\"Total debt\">$84.3bn<\/td><\/tr><\/tbody><\/table><\/div><\/details>\n<details class=\"in\"><summary>All 182 company-quarters, with sources<\/summary><div class=\"tw\"><table class=\"all\"><thead><tr><th>Quarter<\/th><th>Company<\/th><th class=\"hm\">Fiscal period<\/th><th class=\"hm\">Currency<\/th><th class=\"n hm\">Capex, local (m)<\/th><th class=\"n hm\">FX rate<\/th><th class=\"n\">Capex, US$m<\/th><th class=\"n hm\">Revenue, US$m<\/th><th class=\"n hm\">Op. cash flow, US$m<\/th><th>Source<\/th><\/tr><\/thead><tbody><tr><td>Q3 2026<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">77,259<\/td><td class=\"n hm\"><\/td><td class=\"n\">77,259<\/td><td class=\"n hm\">201,944<\/td><td class=\"n hm\">42,422<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000040\/0001018724-26-000040-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2026<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">51,355<\/td><td class=\"n hm\"><\/td><td class=\"n\">51,355<\/td><td class=\"n hm\">127,577<\/td><td class=\"n hm\">42,290<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000084\/0001652044-26-000084-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2026<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2027 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">39,367<\/td><td class=\"n hm\"><\/td><td class=\"n\">39,367<\/td><td class=\"n hm\">92,279<\/td><td class=\"n hm\">58,000<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526436133\/0001193125-26-436133-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2026<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">33,942<\/td><td class=\"n hm\"><\/td><td class=\"n\">33,942<\/td><td class=\"n hm\">64,601<\/td><td class=\"n hm\">32,785<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026066773\/0001628280-26-066773-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2026<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2027 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">28,499<\/td><td class=\"n hm\"><\/td><td class=\"n\">28,499<\/td><td class=\"n hm\">19,345<\/td><td class=\"n hm\">23,103<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312526389274\/0001193125-26-389274-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2026<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">443,210<\/td><td class=\"n hm\">31.98<\/td><td class=\"n\">13,859<\/td><td class=\"n hm\">46,724<\/td><td class=\"n hm\">28,761<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617926000726\/a3q26presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2026<\/td><td><b>xAI<\/b><\/td><td class=\"hm\">2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">16,444<\/td><td class=\"n hm\"><\/td><td class=\"n\">16,444<\/td><td class=\"n hm\">\u2013<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026066880\/spcx-20260930.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">54,208<\/td><td class=\"n hm\"><\/td><td class=\"n\">54,208<\/td><td class=\"n hm\">200,606<\/td><td class=\"n hm\">45,387<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000026\/0001018724-26-000026-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">44,924<\/td><td class=\"n hm\"><\/td><td class=\"n\">44,924<\/td><td class=\"n hm\">119,796<\/td><td class=\"n hm\">39,069<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000071\/0001652044-26-000071-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2026 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">35,802<\/td><td class=\"n hm\"><\/td><td class=\"n\">35,802<\/td><td class=\"n hm\">90,007<\/td><td class=\"n hm\">55,441<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526323660\/0001193125-26-323660-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">30,116<\/td><td class=\"n hm\"><\/td><td class=\"n\">30,116<\/td><td class=\"n hm\">60,801<\/td><td class=\"n hm\">31,862<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026050705\/0001628280-26-050705-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2026 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">16,493<\/td><td class=\"n hm\"><\/td><td class=\"n\">16,493<\/td><td class=\"n hm\">19,184<\/td><td class=\"n hm\">14,620<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312526277521\/0001193125-26-277521-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2027 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">67,660<\/td><td class=\"n hm\">6.8048<\/td><td class=\"n\">9,943<\/td><td class=\"n hm\">39,524<\/td><td class=\"n hm\">3,372<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465926099220\/tm2623667d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2026 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">52,784<\/td><td class=\"n hm\">6.8048<\/td><td class=\"n\">7,757<\/td><td class=\"n hm\">30,094<\/td><td class=\"n hm\">7,744<\/td><td><a href=\"https:\/\/www.tencent.com\/wp-content\/uploads\/2026\/08\/Tencent-Announces-2026-Second-Quarter-Results.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">11,390<\/td><td class=\"n hm\">6.8048<\/td><td class=\"n\">1,674<\/td><td class=\"n hm\">4,603<\/td><td class=\"n hm\">505<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312526355431\/d112854dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">496,000<\/td><td class=\"n hm\">31.6<\/td><td class=\"n\">15,696<\/td><td class=\"n hm\">40,202<\/td><td class=\"n hm\">24,790<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617926000451\/a2q26presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2027 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,677<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,677<\/td><td class=\"n hm\">96,221<\/td><td class=\"n hm\">24,077<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000075\/0001045810-26-000075-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,422<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,422<\/td><td class=\"n hm\">2,575<\/td><td class=\"n hm\">679<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000366\/0001769628-26-000366-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">5,657<\/td><td class=\"n hm\"><\/td><td class=\"n\">5,657<\/td><td class=\"n hm\">582<\/td><td class=\"n hm\">2,246<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926094568\/tm2622968d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>xAI<\/b><\/td><td class=\"hm\">2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">15,828<\/td><td class=\"n hm\"><\/td><td class=\"n\">15,828<\/td><td class=\"n hm\">\u2013<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026052535\/spcx-20260630.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2026<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,455<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,455<\/td><td class=\"n hm\">109,417<\/td><td class=\"n hm\">34,369<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019326000020\/0000320193-26-000020-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">44,203<\/td><td class=\"n hm\"><\/td><td class=\"n\">44,203<\/td><td class=\"n hm\">181,519<\/td><td class=\"n hm\">26,032<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000014\/0001018724-26-000014-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">35,674<\/td><td class=\"n hm\"><\/td><td class=\"n\">35,674<\/td><td class=\"n hm\">109,896<\/td><td class=\"n hm\">45,790<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000048\/0001652044-26-000048-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">30,876<\/td><td class=\"n hm\"><\/td><td class=\"n\">30,876<\/td><td class=\"n hm\">82,886<\/td><td class=\"n hm\">46,679<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526191507\/0001193125-26-191507-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">18,997<\/td><td class=\"n hm\"><\/td><td class=\"n\">18,997<\/td><td class=\"n hm\">56,311<\/td><td class=\"n hm\">32,226<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026028526\/0001628280-26-028526-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">18,635<\/td><td class=\"n hm\"><\/td><td class=\"n\">18,635<\/td><td class=\"n hm\">17,190<\/td><td class=\"n hm\">7,151<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312526101045\/0001193125-26-101045-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2026 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">31,936<\/td><td class=\"n hm\">6.9218<\/td><td class=\"n\">4,614<\/td><td class=\"n hm\">28,382<\/td><td class=\"n hm\">14,649<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2026\/05\/13\/47382ae415a209fd161bc19a1f9b3704.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2026 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">26,588<\/td><td class=\"n hm\">6.9218<\/td><td class=\"n\">3,841<\/td><td class=\"n hm\">35,161<\/td><td class=\"n hm\">1,360<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465926060224\/tm2614494d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">5,916<\/td><td class=\"n hm\">6.9218<\/td><td class=\"n\">855<\/td><td class=\"n hm\">4,634<\/td><td class=\"n hm\">386<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312526228123\/d156481dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">350,760<\/td><td class=\"n hm\">31.59<\/td><td class=\"n\">11,104<\/td><td class=\"n hm\">35,901<\/td><td class=\"n hm\">22,126<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617926000199\/a1q26presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2027 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,757<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,757<\/td><td class=\"n hm\">81,615<\/td><td class=\"n hm\">50,344<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000052\/0001045810-26-000052-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">7,695<\/td><td class=\"n hm\"><\/td><td class=\"n\">7,695<\/td><td class=\"n hm\">2,078<\/td><td class=\"n hm\">2,984<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000222\/0001769628-26-000222-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,473<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,473<\/td><td class=\"n hm\">399<\/td><td class=\"n hm\">2,258<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926059872\/tm2614392d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>xAI<\/b><\/td><td class=\"hm\">2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">7,723<\/td><td class=\"n hm\"><\/td><td class=\"n\">7,723<\/td><td class=\"n hm\">\u2013<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026040364\/spaceexplorationtechnologib.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2026<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,971<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,971<\/td><td class=\"n hm\">111,184<\/td><td class=\"n hm\">28,702<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019326000013\/0000320193-26-000013-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">39,522<\/td><td class=\"n hm\"><\/td><td class=\"n\">39,522<\/td><td class=\"n hm\">213,386<\/td><td class=\"n hm\">54,459<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000004\/0001018724-26-000004-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">29,876<\/td><td class=\"n hm\"><\/td><td class=\"n\">29,876<\/td><td class=\"n hm\">81,273<\/td><td class=\"n hm\">35,758<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526027207\/0001193125-26-027207-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">27,851<\/td><td class=\"n hm\"><\/td><td class=\"n\">27,851<\/td><td class=\"n hm\">113,829<\/td><td class=\"n hm\">52,402<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000018\/0001652044-26-000018-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">21,383<\/td><td class=\"n hm\"><\/td><td class=\"n\">21,383<\/td><td class=\"n hm\">59,893<\/td><td class=\"n hm\">36,214<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026003942\/0001628280-26-003942-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">12,033<\/td><td class=\"n hm\"><\/td><td class=\"n\">12,033<\/td><td class=\"n hm\">16,058<\/td><td class=\"n hm\">2,066<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312525315925\/0001193125-25-315925-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">25,376<\/td><td class=\"n hm\">7.0889<\/td><td class=\"n\">3,580<\/td><td class=\"n hm\">40,182<\/td><td class=\"n hm\">5,083<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465926032060\/tm269353d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2025 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">19,632<\/td><td class=\"n hm\">7.0889<\/td><td class=\"n\">2,769<\/td><td class=\"n hm\">27,419<\/td><td class=\"n hm\">9,381<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2026\/03\/18\/e6a646796d0d869acc76271c9ee1a6a5.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">1,972<\/td><td class=\"n hm\">7.0889<\/td><td class=\"n\">278<\/td><td class=\"n hm\">4,618<\/td><td class=\"n hm\">368<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312526076505\/d117608dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">356,910<\/td><td class=\"n hm\">31.01<\/td><td class=\"n\">11,510<\/td><td class=\"n hm\">33,734<\/td><td class=\"n hm\">23,396<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617926000008\/a4q25presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2026 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,284<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,284<\/td><td class=\"n hm\">68,127<\/td><td class=\"n hm\">36,188<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000021\/0001045810-26-000021-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">4,060<\/td><td class=\"n hm\"><\/td><td class=\"n\">4,060<\/td><td class=\"n hm\">1,572<\/td><td class=\"n hm\">1,559<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000104\/0001769628-26-000104-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,056<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,056<\/td><td class=\"n hm\">228<\/td><td class=\"n hm\">834<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926013946\/tm266173d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>xAI<\/b><\/td><td class=\"hm\">2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">4,650<\/td><td class=\"n hm\"><\/td><td class=\"n\">4,650<\/td><td class=\"n hm\">\u2013<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026040364\/spaceexplorationtechnologib.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2025<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,373<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,373<\/td><td class=\"n hm\">143,756<\/td><td class=\"n hm\">53,925<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019326000006\/0000320193-26-000006-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">35,095<\/td><td class=\"n hm\"><\/td><td class=\"n\">35,095<\/td><td class=\"n hm\">180,169<\/td><td class=\"n hm\">35,525<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000040\/0001018724-26-000040-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">23,953<\/td><td class=\"n hm\"><\/td><td class=\"n\">23,953<\/td><td class=\"n hm\">102,346<\/td><td class=\"n hm\">48,414<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000084\/0001652044-26-000084-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">19,394<\/td><td class=\"n hm\"><\/td><td class=\"n\">19,394<\/td><td class=\"n hm\">77,673<\/td><td class=\"n hm\">45,057<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526436133\/0001193125-26-436133-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">18,829<\/td><td class=\"n hm\"><\/td><td class=\"n\">18,829<\/td><td class=\"n hm\">51,242<\/td><td class=\"n hm\">29,999<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026066773\/0001628280-26-066773-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">8,502<\/td><td class=\"n hm\"><\/td><td class=\"n\">8,502<\/td><td class=\"n hm\">14,926<\/td><td class=\"n hm\">8,140<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312526389274\/0001193125-26-389274-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">31,428<\/td><td class=\"n hm\">7.157<\/td><td class=\"n\">4,391<\/td><td class=\"n hm\">34,623<\/td><td class=\"n hm\">1,411<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465925115949\/tm2532163d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2025 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">12,983<\/td><td class=\"n hm\">7.157<\/td><td class=\"n\">1,814<\/td><td class=\"n hm\">26,948<\/td><td class=\"n hm\">11,918<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2025\/11\/13\/a33b6f19738615834787623f17d20ba3.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">3,401<\/td><td class=\"n hm\">7.157<\/td><td class=\"n\">475<\/td><td class=\"n hm\">4,356<\/td><td class=\"n hm\">176<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312525285391\/d52736dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">287,450<\/td><td class=\"n hm\">29.91<\/td><td class=\"n\">9,610<\/td><td class=\"n hm\">33,097<\/td><td class=\"n hm\">14,270<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617925000116\/a3q25presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2026 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,636<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,636<\/td><td class=\"n hm\">57,006<\/td><td class=\"n hm\">23,751<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581025000230\/0001045810-25-000230-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,389<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,389<\/td><td class=\"n hm\">1,365<\/td><td class=\"n hm\">1,689<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962825000062\/0001769628-25-000062-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">956<\/td><td class=\"n hm\"><\/td><td class=\"n\">956<\/td><td class=\"n hm\">146<\/td><td class=\"n hm\">-81<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465925109806\/tm2530882d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>xAI<\/b><\/td><td class=\"hm\">2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">4,760<\/td><td class=\"n hm\"><\/td><td class=\"n\">4,760<\/td><td class=\"n hm\">\u2013<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026066880\/spcx-20260930.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2025<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">3,242<\/td><td class=\"n hm\"><\/td><td class=\"n\">3,242<\/td><td class=\"n hm\">102,466<\/td><td class=\"n hm\">29,728<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019325000079\/0000320193-25-000079-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">32,183<\/td><td class=\"n hm\"><\/td><td class=\"n\">32,183<\/td><td class=\"n hm\">167,702<\/td><td class=\"n hm\">32,515<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000026\/0001018724-26-000026-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">22,446<\/td><td class=\"n hm\"><\/td><td class=\"n\">22,446<\/td><td class=\"n hm\">96,428<\/td><td class=\"n hm\">27,747<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000071\/0001652044-26-000071-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">17,079<\/td><td class=\"n hm\"><\/td><td class=\"n\">17,079<\/td><td class=\"n hm\">76,441<\/td><td class=\"n hm\">42,647<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526323660\/0001193125-26-323660-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">16,538<\/td><td class=\"n hm\"><\/td><td class=\"n\">16,538<\/td><td class=\"n hm\">47,516<\/td><td class=\"n hm\">25,561<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026050705\/0001628280-26-050705-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">9,080<\/td><td class=\"n hm\"><\/td><td class=\"n\">9,080<\/td><td class=\"n hm\">15,903<\/td><td class=\"n hm\">6,157<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312526277521\/0001193125-26-277521-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">38,629<\/td><td class=\"n hm\">7.2331<\/td><td class=\"n\">5,341<\/td><td class=\"n hm\">34,239<\/td><td class=\"n hm\">2,858<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465925085638\/tm2524743d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2025 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">19,107<\/td><td class=\"n hm\">7.2331<\/td><td class=\"n\">2,642<\/td><td class=\"n hm\">25,508<\/td><td class=\"n hm\">10,286<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2025\/08\/13\/56af6c5c98acdc7bd757a7bd208d8189.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">3,800<\/td><td class=\"n hm\">7.2331<\/td><td class=\"n\">525<\/td><td class=\"n hm\">4,523<\/td><td class=\"n hm\">-121<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312525183792\/d938996dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">297,220<\/td><td class=\"n hm\">31.05<\/td><td class=\"n\">9,572<\/td><td class=\"n hm\">30,074<\/td><td class=\"n hm\">16,009<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617925000116\/a3q25presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2026 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,895<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,895<\/td><td class=\"n hm\">46,743<\/td><td class=\"n hm\">15,365<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000075\/0001045810-26-000075-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,453<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,453<\/td><td class=\"n hm\">1,212<\/td><td class=\"n hm\">-251<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000366\/0001769628-26-000366-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">511<\/td><td class=\"n hm\"><\/td><td class=\"n\">511<\/td><td class=\"n hm\">105<\/td><td class=\"n hm\">-168<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926094568\/tm2622968d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>xAI<\/b><\/td><td class=\"hm\">2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">749<\/td><td class=\"n hm\"><\/td><td class=\"n\">749<\/td><td class=\"n hm\">\u2013<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026052535\/spcx-20260630.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2025<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">3,462<\/td><td class=\"n hm\"><\/td><td class=\"n\">3,462<\/td><td class=\"n hm\">94,036<\/td><td class=\"n hm\">27,867<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019326000020\/0000320193-26-000020-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">25,019<\/td><td class=\"n hm\"><\/td><td class=\"n\">25,019<\/td><td class=\"n hm\">155,667<\/td><td class=\"n hm\">17,015<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000014\/0001018724-26-000014-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">17,197<\/td><td class=\"n hm\"><\/td><td class=\"n\">17,197<\/td><td class=\"n hm\">90,234<\/td><td class=\"n hm\">36,150<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000048\/0001652044-26-000048-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">16,745<\/td><td class=\"n hm\"><\/td><td class=\"n\">16,745<\/td><td class=\"n hm\">70,066<\/td><td class=\"n hm\">37,044<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526191507\/0001193125-26-191507-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">12,941<\/td><td class=\"n hm\"><\/td><td class=\"n\">12,941<\/td><td class=\"n hm\">42,314<\/td><td class=\"n hm\">24,026<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026028526\/0001628280-26-028526-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">5,862<\/td><td class=\"n hm\"><\/td><td class=\"n\">5,862<\/td><td class=\"n hm\">14,130<\/td><td class=\"n hm\">5,933<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312526101045\/0001193125-26-101045-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2025 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">27,476<\/td><td class=\"n hm\">7.2728<\/td><td class=\"n\">3,778<\/td><td class=\"n hm\">24,753<\/td><td class=\"n hm\">10,574<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2025\/05\/16\/2af4e73edd208df236dadd8b9df89fc4.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">23,993<\/td><td class=\"n hm\">7.2728<\/td><td class=\"n\">3,299<\/td><td class=\"n hm\">32,512<\/td><td class=\"n hm\">3,784<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465925049400\/tm2515233d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">2,900<\/td><td class=\"n hm\">7.2728<\/td><td class=\"n\">399<\/td><td class=\"n hm\">4,462<\/td><td class=\"n hm\">-825<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312525123961\/d58002dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">330,830<\/td><td class=\"n hm\">32.88<\/td><td class=\"n\">10,062<\/td><td class=\"n hm\">25,525<\/td><td class=\"n hm\">19,026<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617925000035\/a1q25presentatione_for6k.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2026 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,227<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,227<\/td><td class=\"n hm\">44,062<\/td><td class=\"n hm\">27,414<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000052\/0001045810-26-000052-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,407<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,407<\/td><td class=\"n hm\">982<\/td><td class=\"n hm\">61<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000222\/0001769628-26-000222-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">544<\/td><td class=\"n hm\"><\/td><td class=\"n\">544<\/td><td class=\"n hm\">51<\/td><td class=\"n hm\">-184<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926059872\/tm2614392d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>xAI<\/b><\/td><td class=\"hm\">2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,568<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,568<\/td><td class=\"n hm\">\u2013<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026066880\/spcx-20260930.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2025<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">3,071<\/td><td class=\"n hm\"><\/td><td class=\"n\">3,071<\/td><td class=\"n hm\">95,359<\/td><td class=\"n hm\">23,952<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019326000013\/0000320193-26-000013-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">27,834<\/td><td class=\"n hm\"><\/td><td class=\"n\">27,834<\/td><td class=\"n hm\">187,792<\/td><td class=\"n hm\">45,636<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000004\/0001018724-26-000004-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">15,804<\/td><td class=\"n hm\"><\/td><td class=\"n\">15,804<\/td><td class=\"n hm\">69,632<\/td><td class=\"n hm\">22,291<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526027207\/0001193125-26-027207-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">14,425<\/td><td class=\"n hm\"><\/td><td class=\"n\">14,425<\/td><td class=\"n hm\">48,385<\/td><td class=\"n hm\">27,988<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026003942\/0001628280-26-003942-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">14,276<\/td><td class=\"n hm\"><\/td><td class=\"n\">14,276<\/td><td class=\"n hm\">96,469<\/td><td class=\"n hm\">39,113<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000018\/0001652044-26-000018-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">3,970<\/td><td class=\"n hm\"><\/td><td class=\"n\">3,970<\/td><td class=\"n hm\">14,059<\/td><td class=\"n hm\">1,304<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312525315925\/0001193125-25-315925-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2024 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">36,578<\/td><td class=\"n hm\">7.1896<\/td><td class=\"n\">5,088<\/td><td class=\"n hm\">23,986<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2026\/03\/18\/e6a646796d0d869acc76271c9ee1a6a5.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">31,369<\/td><td class=\"n hm\">7.1896<\/td><td class=\"n\">4,363<\/td><td class=\"n hm\">38,967<\/td><td class=\"n hm\">9,864<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465925015648\/tm257183d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">2,333<\/td><td class=\"n hm\">7.1896<\/td><td class=\"n\">324<\/td><td class=\"n hm\">4,746<\/td><td class=\"n hm\">328<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312525028182\/d896079dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">361,950<\/td><td class=\"n hm\">32.3<\/td><td class=\"n\">11,206<\/td><td class=\"n hm\">26,887<\/td><td class=\"n hm\">19,202<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617925000004\/a4q24presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2025 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,077<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,077<\/td><td class=\"n hm\">39,331<\/td><td class=\"n hm\">16,629<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000021\/0001045810-26-000021-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">3,498<\/td><td class=\"n hm\"><\/td><td class=\"n\">3,498<\/td><td class=\"n hm\">747<\/td><td class=\"n hm\">187<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000104\/0001769628-26-000104-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">418<\/td><td class=\"n hm\"><\/td><td class=\"n\">418<\/td><td class=\"n hm\">35<\/td><td class=\"n hm\">-73<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926013946\/tm266173d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2024<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,940<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,940<\/td><td class=\"n hm\">124,300<\/td><td class=\"n hm\">29,935<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019326000006\/0000320193-26-000006-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">22,620<\/td><td class=\"n hm\"><\/td><td class=\"n\">22,620<\/td><td class=\"n hm\">158,877<\/td><td class=\"n hm\">25,971<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872425000123\/0001018724-25-000123-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">14,923<\/td><td class=\"n hm\"><\/td><td class=\"n\">14,923<\/td><td class=\"n hm\">65,585<\/td><td class=\"n hm\">34,180<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312525256321\/0001193125-25-256321-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">13,061<\/td><td class=\"n hm\"><\/td><td class=\"n\">13,061<\/td><td class=\"n hm\">88,268<\/td><td class=\"n hm\">30,698<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204425000091\/0001652044-25-000091-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">8,258<\/td><td class=\"n hm\"><\/td><td class=\"n\">8,258<\/td><td class=\"n hm\">40,589<\/td><td class=\"n hm\">24,724<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828025047240\/0001628280-25-047240-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,303<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,303<\/td><td class=\"n hm\">13,307<\/td><td class=\"n hm\">7,427<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312525200095\/0001193125-25-200095-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2024 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">17,094<\/td><td class=\"n hm\">7.1641<\/td><td class=\"n\">2,386<\/td><td class=\"n hm\">23,338<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2025\/11\/13\/a33b6f19738615834787623f17d20ba3.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">16,977<\/td><td class=\"n hm\">7.1641<\/td><td class=\"n\">2,370<\/td><td class=\"n hm\">33,012<\/td><td class=\"n hm\">4,388<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465924119688\/tm2428590d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">1,645<\/td><td class=\"n hm\">7.1641<\/td><td class=\"n\">230<\/td><td class=\"n hm\">4,684<\/td><td class=\"n hm\">597<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312524263052\/d802709dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">207,080<\/td><td class=\"n hm\">32.32<\/td><td class=\"n\">6,407<\/td><td class=\"n hm\">23,505<\/td><td class=\"n hm\">12,128<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617924000116\/a3q24presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2025 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">813<\/td><td class=\"n hm\"><\/td><td class=\"n\">813<\/td><td class=\"n hm\">35,082<\/td><td class=\"n hm\">17,627<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581025000230\/0001045810-25-000230-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,215<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,215<\/td><td class=\"n hm\">584<\/td><td class=\"n hm\">641<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962825000062\/0001769628-25-000062-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">172<\/td><td class=\"n hm\"><\/td><td class=\"n\">172<\/td><td class=\"n hm\">32<\/td><td class=\"n hm\">-35<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465925109806\/tm2530882d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2024<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,908<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,908<\/td><td class=\"n hm\">94,930<\/td><td class=\"n hm\">26,811<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019325000079\/0000320193-25-000079-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">17,620<\/td><td class=\"n hm\"><\/td><td class=\"n\">17,620<\/td><td class=\"n hm\">147,977<\/td><td class=\"n hm\">25,281<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872425000086\/0001018724-25-000086-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">13,873<\/td><td class=\"n hm\"><\/td><td class=\"n\">13,873<\/td><td class=\"n hm\">64,727<\/td><td class=\"n hm\">37,195<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000119312526323660\/0001193125-26-323660-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">13,186<\/td><td class=\"n hm\"><\/td><td class=\"n\">13,186<\/td><td class=\"n hm\">84,742<\/td><td class=\"n hm\">26,640<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204425000062\/0001652044-25-000062-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">8,173<\/td><td class=\"n hm\"><\/td><td class=\"n\">8,173<\/td><td class=\"n hm\">39,071<\/td><td class=\"n hm\">19,370<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828025036791\/0001628280-25-036791-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,798<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,798<\/td><td class=\"n hm\">14,287<\/td><td class=\"n hm\">6,081<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000119312526277521\/0001193125-26-277521-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">11,939<\/td><td class=\"n hm\">7.241<\/td><td class=\"n\">1,649<\/td><td class=\"n hm\">33,592<\/td><td class=\"n hm\">4,645<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465924090102\/tm2421791d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2024 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">8,729<\/td><td class=\"n hm\">7.241<\/td><td class=\"n\">1,206<\/td><td class=\"n hm\">22,251<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2025\/08\/13\/56af6c5c98acdc7bd757a7bd208d8189.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">2,118<\/td><td class=\"n hm\">7.241<\/td><td class=\"n\">292<\/td><td class=\"n hm\">4,686<\/td><td class=\"n hm\">1,157<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312524204906\/d227518dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">205,680<\/td><td class=\"n hm\">32.35<\/td><td class=\"n\">6,358<\/td><td class=\"n hm\">20,820<\/td><td class=\"n hm\">11,674<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617924000083\/a2q24presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2025 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">977<\/td><td class=\"n hm\"><\/td><td class=\"n\">977<\/td><td class=\"n hm\">30,040<\/td><td class=\"n hm\">14,488<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581025000209\/0001045810-25-000209-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,247<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,247<\/td><td class=\"n hm\">395<\/td><td class=\"n hm\">-118<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962825000041\/0001769628-25-000041-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Nebius<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">159<\/td><td class=\"n hm\"><\/td><td class=\"n\">159<\/td><td class=\"n hm\">14<\/td><td class=\"n hm\">-99<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465925075028\/tm2522866d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2024<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,151<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,151<\/td><td class=\"n hm\">85,777<\/td><td class=\"n hm\">28,858<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019325000073\/0000320193-25-000073-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">14,925<\/td><td class=\"n hm\"><\/td><td class=\"n\">14,925<\/td><td class=\"n hm\">143,313<\/td><td class=\"n hm\">18,989<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872425000036\/0001018724-25-000036-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">12,012<\/td><td class=\"n hm\"><\/td><td class=\"n\">12,012<\/td><td class=\"n hm\">80,539<\/td><td class=\"n hm\">28,848<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204425000043\/0001652044-25-000043-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">10,952<\/td><td class=\"n hm\"><\/td><td class=\"n\">10,952<\/td><td class=\"n hm\">61,858<\/td><td class=\"n hm\">31,917<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000095017025061046\/0000950170-25-061046-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,400<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,400<\/td><td class=\"n hm\">36,455<\/td><td class=\"n hm\">19,246<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000132680125000054\/0001326801-25-000054-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,674<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,674<\/td><td class=\"n hm\">13,280<\/td><td class=\"n hm\">5,475<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000095017025037143\/0000950170-25-037143-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Tencent<\/b><\/td><td class=\"hm\">2024 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">14,359<\/td><td class=\"n hm\">7.1885<\/td><td class=\"n\">1,998<\/td><td class=\"n hm\">22,188<\/td><td class=\"n hm\">\u2013<\/td><td><a href=\"https:\/\/static.www.tencent.com\/uploads\/2025\/05\/16\/2af4e73edd208df236dadd8b9df89fc4.pdf\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">10,174<\/td><td class=\"n hm\">7.1885<\/td><td class=\"n\">1,415<\/td><td class=\"n hm\">30,865<\/td><td class=\"n hm\">3,247<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465924061145\/tm2414429d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">2,038<\/td><td class=\"n hm\">7.1885<\/td><td class=\"n\">284<\/td><td class=\"n hm\">4,384<\/td><td class=\"n hm\">865<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312524140513\/d782149dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">181,300<\/td><td class=\"n hm\">31.4<\/td><td class=\"n\">5,774<\/td><td class=\"n hm\">18,874<\/td><td class=\"n hm\">13,895<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617924000046\/a1q24presentatione_x.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2025 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">369<\/td><td class=\"n hm\"><\/td><td class=\"n\">369<\/td><td class=\"n hm\">26,044<\/td><td class=\"n hm\">15,345<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581025000116\/0001045810-25-000116-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>CoreWeave<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,742<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,742<\/td><td class=\"n hm\">189<\/td><td class=\"n hm\">2,039<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962825000014\/0001769628-25-000014-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2024<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,996<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,996<\/td><td class=\"n hm\">90,753<\/td><td class=\"n hm\">22,690<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019325000057\/0000320193-25-000057-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">14,588<\/td><td class=\"n hm\"><\/td><td class=\"n\">14,588<\/td><td class=\"n hm\">169,961<\/td><td class=\"n hm\">42,465<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872426000004\/0001018724-26-000004-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">11,019<\/td><td class=\"n hm\"><\/td><td class=\"n\">11,019<\/td><td class=\"n hm\">86,310<\/td><td class=\"n hm\">18,915<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204426000018\/0001652044-26-000018-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">9,735<\/td><td class=\"n hm\"><\/td><td class=\"n\">9,735<\/td><td class=\"n hm\">62,020<\/td><td class=\"n hm\">18,853<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000095017025010491\/0000950170-25-010491-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">7,592<\/td><td class=\"n hm\"><\/td><td class=\"n\">7,592<\/td><td class=\"n hm\">40,111<\/td><td class=\"n hm\">19,404<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000162828026003942\/0001628280-26-003942-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,080<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,080<\/td><td class=\"n hm\">12,941<\/td><td class=\"n hm\">143<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000095017024134973\/0000950170-24-134973-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">7,286<\/td><td class=\"n hm\">7.2247<\/td><td class=\"n\">1,008<\/td><td class=\"n hm\">36,036<\/td><td class=\"n hm\">8,958<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465924011604\/tm245446d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">3,660<\/td><td class=\"n hm\">7.2247<\/td><td class=\"n\">507<\/td><td class=\"n hm\">4,838<\/td><td class=\"n hm\">1,470<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312524050652\/d789091dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">170,160<\/td><td class=\"n hm\">31.88<\/td><td class=\"n\">5,338<\/td><td class=\"n hm\">19,621<\/td><td class=\"n hm\">12,385<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617924000005\/a4q23presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2024 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">254<\/td><td class=\"n hm\"><\/td><td class=\"n\">254<\/td><td class=\"n hm\">22,103<\/td><td class=\"n hm\">11,499<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000021\/0001045810-26-000021-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q4 2023<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,392<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,392<\/td><td class=\"n hm\">119,575<\/td><td class=\"n hm\">39,895<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019325000008\/0000320193-25-000008-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">12,479<\/td><td class=\"n hm\"><\/td><td class=\"n\">12,479<\/td><td class=\"n hm\">143,083<\/td><td class=\"n hm\">21,217<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872424000161\/0001018724-24-000161-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">9,917<\/td><td class=\"n hm\"><\/td><td class=\"n\">9,917<\/td><td class=\"n hm\">56,517<\/td><td class=\"n hm\">30,583<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000095017024118967\/0000950170-24-118967-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">8,055<\/td><td class=\"n hm\"><\/td><td class=\"n\">8,055<\/td><td class=\"n hm\">76,693<\/td><td class=\"n hm\">30,656<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204424000118\/0001652044-24-000118-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,496<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,496<\/td><td class=\"n hm\">34,146<\/td><td class=\"n hm\">20,402<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000132680124000081\/0001326801-24-000081-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,314<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,314<\/td><td class=\"n hm\">12,453<\/td><td class=\"n hm\">6,974<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000095017024104905\/0000950170-24-104905-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">4,112<\/td><td class=\"n hm\">7.2445<\/td><td class=\"n\">568<\/td><td class=\"n hm\">31,029<\/td><td class=\"n hm\">6,796<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465923119081\/tm2330915d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">3,529<\/td><td class=\"n hm\">7.2445<\/td><td class=\"n\">487<\/td><td class=\"n hm\">4,755<\/td><td class=\"n hm\">1,315<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312523281151\/d551070dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">226,620<\/td><td class=\"n hm\">31.64<\/td><td class=\"n\">7,162<\/td><td class=\"n hm\">17,280<\/td><td class=\"n hm\">9,313<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617923000014\/a3q23presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2024 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">278<\/td><td class=\"n hm\"><\/td><td class=\"n\">278<\/td><td class=\"n hm\">18,120<\/td><td class=\"n hm\">7,332<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581024000316\/0001045810-24-000316-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q3 2023<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,163<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,163<\/td><td class=\"n hm\">89,498<\/td><td class=\"n hm\">21,598<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019325000079\/0000320193-25-000079-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2023 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">11,455<\/td><td class=\"n hm\"><\/td><td class=\"n\">11,455<\/td><td class=\"n hm\">134,383<\/td><td class=\"n hm\">16,476<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872424000130\/0001018724-24-000130-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">8,943<\/td><td class=\"n hm\"><\/td><td class=\"n\">8,943<\/td><td class=\"n hm\">56,189<\/td><td class=\"n hm\">28,770<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000095017025100235\/0000950170-25-100235-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2023 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,888<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,888<\/td><td class=\"n hm\">74,604<\/td><td class=\"n hm\">28,666<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204424000079\/0001652044-24-000079-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2023 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,134<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,134<\/td><td class=\"n hm\">31,999<\/td><td class=\"n hm\">17,309<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000132680124000069\/0001326801-24-000069-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">1,913<\/td><td class=\"n hm\"><\/td><td class=\"n\">1,913<\/td><td class=\"n hm\">13,836<\/td><td class=\"n hm\">5,647<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000095017025087926\/0000950170-25-087926-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">6,007<\/td><td class=\"n hm\">7.013<\/td><td class=\"n\">857<\/td><td class=\"n hm\">33,389<\/td><td class=\"n hm\">6,460<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465923089768\/tm2323406d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2023 Q2<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">2,706<\/td><td class=\"n hm\">7.013<\/td><td class=\"n\">386<\/td><td class=\"n hm\">4,856<\/td><td class=\"n hm\">1,516<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312523217413\/d502468dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2023 Q2<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">250,530<\/td><td class=\"n hm\">30.67<\/td><td class=\"n\">8,169<\/td><td class=\"n hm\">15,678<\/td><td class=\"n hm\">5,453<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000162828023025146\/a2q23presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2024 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">289<\/td><td class=\"n hm\"><\/td><td class=\"n\">289<\/td><td class=\"n hm\">13,507<\/td><td class=\"n hm\">6,348<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581024000264\/0001045810-24-000264-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q2 2023<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,093<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,093<\/td><td class=\"n hm\">81,797<\/td><td class=\"n hm\">26,380<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019324000081\/0000320193-24-000081-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Amazon<\/b><\/td><td class=\"hm\">FY2023 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">14,207<\/td><td class=\"n hm\"><\/td><td class=\"n\">14,207<\/td><td class=\"n hm\">127,358<\/td><td class=\"n hm\">4,788<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1018724\/000101872424000083\/0001018724-24-000083-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Meta<\/b><\/td><td class=\"hm\">FY2023 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,823<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,823<\/td><td class=\"n hm\">28,645<\/td><td class=\"n hm\">13,998<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1326801\/000132680124000049\/0001326801-24-000049-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Microsoft<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,607<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,607<\/td><td class=\"n hm\">52,857<\/td><td class=\"n hm\">24,441<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/789019\/000095017024048288\/0000950170-24-048288-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Alphabet<\/b><\/td><td class=\"hm\">FY2023 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">6,289<\/td><td class=\"n hm\"><\/td><td class=\"n\">6,289<\/td><td class=\"n hm\">69,787<\/td><td class=\"n hm\">23,509<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1652044\/000165204424000053\/0001652044-24-000053-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Oracle<\/b><\/td><td class=\"hm\">FY2023 Q3<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,628<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,628<\/td><td class=\"n hm\">12,398<\/td><td class=\"n hm\">4,275<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1341439\/000095017024029904\/0000950170-24-029904-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Alibaba<\/b><\/td><td class=\"hm\">FY2023 Q4<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">2,513<\/td><td class=\"n hm\">6.8423<\/td><td class=\"n\">367<\/td><td class=\"n hm\">30,428<\/td><td class=\"n hm\">4,589<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1577552\/000110465924061145\/tm2414429d1_ex99-1.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Baidu<\/b><\/td><td class=\"hm\">FY2023 Q1<\/td><td class=\"hm\">CNY<\/td><td class=\"n hm\">1,295<\/td><td class=\"n hm\">6.8423<\/td><td class=\"n\">189<\/td><td class=\"n hm\">4,552<\/td><td class=\"n hm\">854<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1329099\/000119312523145594\/d472126dex991.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>TSMC<\/b><\/td><td class=\"hm\">FY2023 Q1<\/td><td class=\"hm\">TWD<\/td><td class=\"n hm\">302,500<\/td><td class=\"n hm\">30.42<\/td><td class=\"n\">9,944<\/td><td class=\"n hm\">16,720<\/td><td class=\"n hm\">12,664<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000162828023012121\/a1q23presentatione.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>NVIDIA<\/b><\/td><td class=\"hm\">FY2024 Q1<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">248<\/td><td class=\"n hm\"><\/td><td class=\"n\">248<\/td><td class=\"n hm\">7,192<\/td><td class=\"n hm\">2,911<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581024000124\/0001045810-24-000124-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><tr><td>Q1 2023<\/td><td><b>Apple<\/b><\/td><td class=\"hm\">FY2023 Q2<\/td><td class=\"hm\">USD<\/td><td class=\"n hm\">2,916<\/td><td class=\"n hm\"><\/td><td class=\"n\">2,916<\/td><td class=\"n hm\">94,836<\/td><td class=\"n hm\">28,560<\/td><td><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/320193\/000032019324000069\/0000320193-24-000069-index.htm\" rel=\"nofollow noopener\">Source<\/a><\/td><\/tr><\/tbody><\/table><\/div><\/details>\n<h3>Download and cite<\/h3><div class=\"dl\"><a class=\"btn\" href=\"https:\/\/dailyai.com\/wp-content\/uploads\/2026\/10\/dailyai-ai-capex-tracker-v2026-10-31-3.csv\" download>CSV<\/a><a class=\"btn\" href=\"https:\/\/dailyai.com\/wp-content\/uploads\/2026\/10\/dailyai-ai-capex-tracker-v2026-10-31-3.json\" download>JSON<\/a><\/div>\n<p>DailyAI, AI capex tracker, version 2026-10-31. CC BY 4.0. Corrections to published figures will be logged here.<\/p>\n<\/div><\/details><div class=\"tt\" role=\"tooltip\" hidden><\/div><\/div>\n<script type=\"application\/json\" id=\"cxd\">{\"q\":[\"2023-Q1\",\"2023-Q2\",\"2023-Q3\",\"2023-Q4\",\"2024-Q1\",\"2024-Q2\",\"2024-Q3\",\"2024-Q4\",\"2025-Q1\",\"2025-Q2\",\"2025-Q3\",\"2025-Q4\",\"2026-Q1\",\"2026-Q2\",\"2026-Q3\"],\"rq\":[\"2023-Q4\",\"2024-Q1\",\"2024-Q2\",\"2024-Q3\",\"2024-Q4\",\"2025-Q1\",\"2025-Q2\",\"2025-Q3\",\"2025-Q4\",\"2026-Q1\",\"2026-Q2\",\"2026-Q3\"],\"sect\":[{\"k\":\"Hyperscalers\",\"l\":\"US hyperscalers\",\"c\":\"#16163a\"},{\"k\":\"Chinese tech\",\"l\":\"Chinese tech\",\"c\":\"#E69F00\"},{\"k\":\"Chips and foundry\",\"l\":\"Chips\",\"c\":\"#56B4E9\"},{\"k\":\"Neoclouds\",\"l\":\"Neoclouds\",\"c\":\"#009E73\"},{\"k\":\"AI labs\",\"l\":\"AI lab\",\"c\":\"#D55E00\"},{\"k\":\"Consumer tech\",\"l\":\"Consumer 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tech\":[9564,8644,8702,9447,9995,11070,12381,12715,12148,11048,10041,10041]},\"tot\":878922.1,\"yrs\":[\"2023\",\"2024\",\"2025\"],\"ref\":\"2026-Q3\",\"co\":[{\"t\":\"AMZN\",\"n\":\"Amazon\",\"s\":\"Hyperscalers\",\"v\":{\"2023-Q1\":14207.0,\"2023-Q2\":11455.0,\"2023-Q3\":12479.0,\"2023-Q4\":14588.0,\"2024-Q1\":14925.0,\"2024-Q2\":17620.0,\"2024-Q3\":22620.0,\"2024-Q4\":27834.0,\"2025-Q1\":25019.0,\"2025-Q2\":32183.0,\"2025-Q3\":35095.0,\"2025-Q4\":39522.0,\"2026-Q1\":44203.0,\"2026-Q2\":54208.0,\"2026-Q3\":77259.0},\"ttm\":215192.0,\"cap\":77259.0,\"lq\":\"2026-Q3\",\"yoy\":1.2014247043738426,\"lo\":45.0,\"hi\":70.0,\"cr\":0.26984845539873725,\"mk\":\"\",\"a\":{\"2023\":52729.0,\"2024\":82999.0,\"2025\":131819.0},\"g\":[220,220]},{\"t\":\"GOOGL\",\"n\":\"Alphabet\",\"s\":\"Hyperscalers\",\"v\":{\"2023-Q1\":6289.0,\"2023-Q2\":6888.0,\"2023-Q3\":8055.0,\"2023-Q4\":11019.0,\"2024-Q1\":12012.0,\"2024-Q2\":13186.0,\"2024-Q3\":13061.0,\"2024-Q4\":14276.0,\"2025-Q1\":17197.0,\"2025-Q2\":22446.0,\"2025-Q3\":23953.0,\"2025-Q4\":27851.0,\"2026-Q1\":35674.0,\"2026-Q2\":44924.0,\"2026-Q3\":51355.0},\"ttm\":159804.0,\"cap\":51355.0,\"lq\":\"2026-Q3\",\"yoy\":1.1439903143656327,\"lo\":60.0,\"hi\":85.0,\"cr\":0.3392160442200986,\"mk\":\"\",\"a\":{\"2023\":32251.0,\"2024\":52535.0,\"2025\":91447.0},\"g\":[195,205]},{\"t\":\"MSFT\",\"n\":\"Microsoft\",\"s\":\"Hyperscalers\",\"v\":{\"2023-Q1\":6607.0,\"2023-Q2\":8943.0,\"2023-Q3\":9917.0,\"2023-Q4\":9735.0,\"2024-Q1\":10952.0,\"2024-Q2\":13873.0,\"2024-Q3\":14923.0,\"2024-Q4\":15804.0,\"2025-Q1\":16745.0,\"2025-Q2\":17079.0,\"2025-Q3\":19394.0,\"2025-Q4\":29876.0,\"2026-Q1\":30876.0,\"2026-Q2\":35802.0,\"2026-Q3\":39367.0},\"ttm\":135921.0,\"cap\":39367.0,\"lq\":\"2026-Q3\",\"yoy\":1.029854594204393,\"lo\":55.0,\"hi\":75.0,\"cr\":0.39233067297839486,\"mk\":\"\",\"a\":{\"2023\":35202.0,\"2024\":55552.0,\"2025\":83094.0},\"g\":[170,170]},{\"t\":\"META\",\"n\":\"Meta\",\"s\":\"Hyperscalers\",\"v\":{\"2023-Q1\":6823.0,\"2023-Q2\":6134.0,\"2023-Q3\":6496.0,\"2023-Q4\":7592.0,\"2024-Q1\":6400.0,\"2024-Q2\":8173.0,\"2024-Q3\":8258.0,\"2024-Q4\":14425.0,\"2025-Q1\":12941.0,\"2025-Q2\":16538.0,\"2025-Q3\":18829.0,\"2025-Q4\":21383.0,\"2026-Q1\":18997.0,\"2026-Q2\":30116.0,\"2026-Q3\":33942.0},\"ttm\":104438.0,\"cap\":33942.0,\"lq\":\"2026-Q3\",\"yoy\":0.8026448563386266,\"lo\":60.0,\"hi\":85.0,\"cr\":0.4322657549895284,\"mk\":\"\",\"a\":{\"2023\":27045.0,\"2024\":37256.0,\"2025\":69691.0},\"g\":[135,145]},{\"t\":\"ORCL\",\"n\":\"Oracle\",\"s\":\"Hyperscalers\",\"v\":{\"2023-Q1\":2628.0,\"2023-Q2\":1913.0,\"2023-Q3\":1314.0,\"2023-Q4\":1080.0,\"2024-Q1\":1674.0,\"2024-Q2\":2798.0,\"2024-Q3\":2303.0,\"2024-Q4\":3970.0,\"2025-Q1\":5862.0,\"2025-Q2\":9080.0,\"2025-Q3\":8502.0,\"2025-Q4\":12033.0,\"2026-Q1\":18635.0,\"2026-Q2\":16493.0,\"2026-Q3\":28499.0},\"ttm\":75660.0,\"cap\":28499.0,\"lq\":\"2026-Q3\",\"yoy\":2.3520348153375674,\"lo\":60.0,\"hi\":90.0,\"cr\":1.0540981094222384,\"mk\":\"to 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The five US hyperscalers account for $691bn of it, almost double the $357bn of a year earlier. These totals are all of each company\u2019s capex, not just the part for AI. US hyperscalersChinese techChipsNeocloudsAI labConsumer tech Each point is the total spent in the 12 months to that quarter, US$. Part of the rise is companies joining the chart once we have a full year of<\/p>","protected":false},"author":1,"featured_media":0,"parent":15788,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-15641","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI capex tracker | DailyAI<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dailyai.com\/es\/trackers\/ai-capex\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI capex tracker | DailyAI\" \/>\n<meta property=\"og:description\" content=\"AI capex tracker \u00b7 updated 31 Oct 2026 $879bn 14 companies building AI infrastructure spent $879bn on capex (capital expenditure: data centres, chips, servers and buildings) over the 12 months to their latest results. 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We are dedicated to providing easy to understand and accessible news, updates, reviews, and features on the ever-evolving AI industry. Stay informed as we unravel the latest advancements, breakthroughs, and trends shaping the world of AI.\",\"sameAs\":[\"https:\\\/\\\/dailyai.com\"],\"url\":\"https:\\\/\\\/dailyai.com\\\/es\\\/author\\\/atech\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"AI capex tracker | DailyAI","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/dailyai.com\/es\/trackers\/ai-capex\/","og_locale":"es_ES","og_type":"article","og_title":"AI capex tracker | DailyAI","og_description":"AI capex tracker \u00b7 updated 31 Oct 2026 $879bn 14 companies building AI infrastructure spent $879bn on capex (capital expenditure: data centres, chips, servers and buildings) over the 12 months to their latest results. The five US hyperscalers account for $691bn of it, almost double the $357bn of a year earlier. These totals are all of each company\u2019s capex, not just the part for AI. US hyperscalersChinese techChipsNeocloudsAI labConsumer tech Each point is the total spent in the 12 months to that quarter, US$. Part of the rise is companies joining the chart once we have a full year of","og_url":"https:\/\/dailyai.com\/es\/trackers\/ai-capex\/","og_site_name":"DailyAI","article_modified_time":"2026-10-31T19:02:30+00:00","og_image":[{"width":1200,"height":630,"url":"https:\/\/dailyai.com\/wp-content\/uploads\/2026\/10\/dailyai-og-default.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@DailyAIOfficial","twitter_misc":{"Tiempo de lectura":"15 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/dailyai.com\/trackers\/ai-capex\/#article","isPartOf":{"@id":"https:\/\/dailyai.com\/trackers\/ai-capex\/"},"author":{"name":"DailyAI","@id":"https:\/\/dailyai.com\/#\/schema\/person\/5238bb16667080993f51f7fba82ad6c6"},"headline":"AI capex tracker","datePublished":"2026-10-27T13:08:54+00:00","dateModified":"2026-10-31T19:02:30+00:00","mainEntityOfPage":{"@id":"https:\/\/dailyai.com\/trackers\/ai-capex\/"},"wordCount":3590,"publisher":{"@id":"https:\/\/dailyai.com\/#organization"},"inLanguage":"es"},{"@type":"WebPage","@id":"https:\/\/dailyai.com\/trackers\/ai-capex\/","url":"https:\/\/dailyai.com\/trackers\/ai-capex\/","name":"AI capex tracker | DailyAI","isPartOf":{"@id":"https:\/\/dailyai.com\/#website"},"datePublished":"2026-10-27T13:08:54+00:00","dateModified":"2026-10-31T19:02:30+00:00","breadcrumb":{"@id":"https:\/\/dailyai.com\/trackers\/ai-capex\/#breadcrumb"},"inLanguage":"es","potentialAction":[{"@type":"ReadAction","target":["https:\/\/dailyai.com\/trackers\/ai-capex\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/dailyai.com\/trackers\/ai-capex\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/dailyai.com\/"},{"@type":"ListItem","position":2,"name":"Trackers","item":"https:\/\/dailyai.com\/trackers\/"},{"@type":"ListItem","position":3,"name":"AI capex tracker"}]},{"@type":"WebSite","@id":"https:\/\/dailyai.com\/#website","url":"https:\/\/dailyai.com\/","name":"DailyAI","description":"La econom\u00eda de la IA, medida.","publisher":{"@id":"https:\/\/dailyai.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/dailyai.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es"},{"@type":"Organization","@id":"https:\/\/dailyai.com\/#organization","name":"DailyAI","url":"https:\/\/dailyai.com\/","logo":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/dailyai.com\/#\/schema\/logo\/image\/","url":"https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/Daily-Ai_TL_colour.png","contentUrl":"https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/Daily-Ai_TL_colour.png","width":4501,"height":934,"caption":"DailyAI"},"image":{"@id":"https:\/\/dailyai.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/DailyAIOfficial","https:\/\/www.linkedin.com\/company\/dailyaiofficial\/","https:\/\/www.youtube.com\/@DailyAIOfficial"],"legalName":"Zero Hour Investments FZCO","foundingDate":"2023","slogan":"The AI economy, measured.","description":"DailyAI sigue la econom\u00eda de la IA en cifras: rastreadores de datos, an\u00e1lisis y noticias en lenguaje claro sobre empleo, inversi\u00f3n, precios y financiaci\u00f3n.","address":{"@type":"PostalAddress","addressCountry":"AE"},"contactPoint":{"@type":"ContactPoint","contactType":"customer support","url":"https:\/\/dailyai.com\/contact\/"},"founder":{"@type":"Person","name":"David Merry","url":"https:\/\/dailyai.com\/author\/davidmerry\/","sameAs":["https:\/\/www.linkedin.com\/in\/davidmerry\/"]}},{"@type":"Person","@id":"https:\/\/dailyai.com\/#\/schema\/person\/5238bb16667080993f51f7fba82ad6c6","name":"DailyAI","image":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/dailyai.com\/wp-content\/uploads\/2026\/10\/dailyai-ai-mark-512.png","url":"https:\/\/dailyai.com\/wp-content\/uploads\/2026\/10\/dailyai-ai-mark-512.png","contentUrl":"https:\/\/dailyai.com\/wp-content\/uploads\/2026\/10\/dailyai-ai-mark-512.png","caption":"DailyAI"},"description":"Su destino para todo lo relacionado con la IA. 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