$35.80bn
Latest cash capex · 2026 Q2
+15.93% versus prior quarter2026 Q1: $30.88bn
Reproducible comparison · Public snapshot
Capex Momentum
Which buyers increased or reduced cash capex from the preceding quarter?
Dataset updated: 30/10/2026, 05:31:31 (Asia/Jerusalem). Prices and events are not real-time.
$44.92bn
Latest cash capex · 2026 Q2
+25.93% versus prior quarter2026 Q1: $35.67bn
$44.20bn
Latest cash capex · 2026 Q1
+11.84% versus prior quarter2025 Q4: $39.52bn
$33.94bn
Latest cash capex · 2026 Q3
+12.68% versus prior quarter2026 Q2: $30.12bn
$28.50bn
Latest cash capex · 2026 Q3
+72.83% versus prior quarter2026 Q2: $16.49bn
| Company | Period end | Change, USD bn |
|---|---|---|
| Microsoft | 2026-06-30 | $4.92bn |
| Alphabet | 2026-06-30 | $9.25bn |
| Amazon | 2026-03-31 | $4.68bn |
| Meta | 2026-09-30 | $3.82bn |
| Oracle | 2026-08-31 | $12.01bn |
Source & method
Company quarterly cash-flow statements via Yahoo Finance
Quarterly growth = (latest cash capex − previous cash capex) ÷ previous cash capex × 100. Only consecutive calendar-quarter labels with period ends 75–105 days apart are compared. A zero prior value has no percentage growth result. Values inherit the source’s rounding.
These are company cash-capex observations, not explicitly disclosed AI-only spending or supplier revenue. Calendar-quarter labels group fiscal period ends; they do not make different companies’ fiscal periods identical. No cross-company total or supplier-dollar attribution is calculated.
Inspect the dated source JSON ↗