{
 "name": "AI capex tracker",
 "updated": "2026-10-30T03:31:31Z",
 "unit": "USD billions, capital expenditure per quarter (cash flow statement)",
 "source": "Company quarterly cash-flow statements via Yahoo Finance",
 "note": "Quarters keyed by the calendar quarter the fiscal period ends in.",
 "companies": {
  "MSFT": {
   "name": "Microsoft",
   "quarters": [
    {
     "q": "2025 Q2",
     "end": "2025-06-30",
     "capex_bn": 17.08
    },
    {
     "q": "2025 Q3",
     "end": "2025-09-30",
     "capex_bn": 19.39
    },
    {
     "q": "2025 Q4",
     "end": "2025-12-31",
     "capex_bn": 29.88
    },
    {
     "q": "2026 Q1",
     "end": "2026-03-31",
     "capex_bn": 30.88
    },
    {
     "q": "2026 Q2",
     "end": "2026-06-30",
     "capex_bn": 35.8
    }
   ]
  },
  "GOOGL": {
   "name": "Alphabet",
   "quarters": [
    {
     "q": "2025 Q2",
     "end": "2025-06-30",
     "capex_bn": 22.45
    },
    {
     "q": "2025 Q3",
     "end": "2025-09-30",
     "capex_bn": 23.95
    },
    {
     "q": "2025 Q4",
     "end": "2025-12-31",
     "capex_bn": 27.85
    },
    {
     "q": "2026 Q1",
     "end": "2026-03-31",
     "capex_bn": 35.67
    },
    {
     "q": "2026 Q2",
     "end": "2026-06-30",
     "capex_bn": 44.92
    }
   ]
  },
  "AMZN": {
   "name": "Amazon",
   "quarters": [
    {
     "q": "2025 Q1",
     "end": "2025-03-31",
     "capex_bn": 25.02
    },
    {
     "q": "2025 Q2",
     "end": "2025-06-30",
     "capex_bn": 32.18
    },
    {
     "q": "2025 Q3",
     "end": "2025-09-30",
     "capex_bn": 35.09
    },
    {
     "q": "2025 Q4",
     "end": "2025-12-31",
     "capex_bn": 39.52
    },
    {
     "q": "2026 Q1",
     "end": "2026-03-31",
     "capex_bn": 44.2
    }
   ]
  },
  "META": {
   "name": "Meta",
   "quarters": [
    {
     "q": "2025 Q3",
     "end": "2025-09-30",
     "capex_bn": 18.83
    },
    {
     "q": "2025 Q4",
     "end": "2025-12-31",
     "capex_bn": 21.38
    },
    {
     "q": "2026 Q1",
     "end": "2026-03-31",
     "capex_bn": 19.0
    },
    {
     "q": "2026 Q2",
     "end": "2026-06-30",
     "capex_bn": 30.12
    },
    {
     "q": "2026 Q3",
     "end": "2026-09-30",
     "capex_bn": 33.94
    }
   ]
  },
  "ORCL": {
   "name": "Oracle",
   "quarters": [
    {
     "q": "2025 Q3",
     "end": "2025-08-31",
     "capex_bn": 8.5
    },
    {
     "q": "2025 Q4",
     "end": "2025-11-30",
     "capex_bn": 12.03
    },
    {
     "q": "2026 Q1",
     "end": "2026-02-28",
     "capex_bn": 18.64
    },
    {
     "q": "2026 Q2",
     "end": "2026-05-31",
     "capex_bn": 16.49
    },
    {
     "q": "2026 Q3",
     "end": "2026-08-31",
     "capex_bn": 28.5
    }
   ]
  }
 }
}