MSFT · About $190B guidance
Microsoft AI capex
Track Microsoft's roughly $190 billion 2026 capex plan, quarterly infrastructure spending, GPU and CPU mix, finance leases, and the signals investors should monitor.
Open company profile →Research library
Evidence before opinion.
Free trackers and field guides built from filings, earnings reports, and primary sources. These resources live outside the member-issue feed so the archive stays focused.
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2026 AI capex by company
Source-linked company profiles that preserve each issuer's accounting definition instead of treating every infrastructure dollar as AI spend.
AMZN · About $200B guidance
Amazon AI capex
Track Amazon's approximately $200 billion 2026 capex plan, the AWS and AI investment signals behind it, its companywide scope, and the cash-flow implications.
Open company profile →GOOGL · $175B–$185B guidance
Alphabet AI capex
Track Alphabet and Google's $175 billion to $185 billion 2026 capex plan, server and data-center mix, Cloud allocation, depreciation, and investor signals.
Open company profile →META · $130B–$145B guidance
Meta AI capex
Track Meta's updated $130 billion to $145 billion 2026 capex outlook, finance leases, quarterly spending, advertising monetization, and investor signals.
Open company profile →AI infrastructure decision system
Follow the money from budget to return.
Start with the spending envelope, preserve the accounting differences, locate the physical bottleneck, and test whether the new capacity is producing a return. Each page answers a different investment question.
Reviewed 2026-08-10
AI Capex Tracker 2026: $695B–$720B in Spending
Microsoft, Amazon, Google, and Meta plan $695B–$720B of 2026 capex. Compare the guidance, accounting differences, cash-flow cost, and signals that decide whether it pays off.
Open the research →Reviewed 2026-08-12
AI Capex Accounting: Compare Microsoft, Amazon, Google & Meta
AI capex headlines are not directly comparable. Normalize Microsoft, Amazon, Alphabet, and Meta across reporting periods, finance leases, cash purchases, and companywide scope.
Open the research →Reviewed 2026-08-12
AI Capex ROI Scorecard: The Evidence That Spending Is Paying Off
A practical 2026 scorecard for testing whether hyperscaler AI spending is producing demand, utilization, pricing power, margin resilience, and free-cash-flow recovery.
Open the research →Reviewed 2026-08-12
AI Infrastructure Bottleneck Tracker: Power, HBM & Networks
Track the physical constraints that decide how quickly AI capex becomes usable capacity: power, grid connections, HBM, advanced packaging, networking, cooling, and construction.
Open the research →Reviewed 2026-08-12
AI Infrastructure Investing Map: Where the Money Flows in 2026
Map the 2026 AI infrastructure value chain from hyperscaler budgets to chips, HBM, networking, data centers, power, financing, and the operating evidence that decides returns.
Open the research →Open data · reviewed 2026-08-10
Download the 2026 AI capex dataset
Use the Microsoft, Amazon, Alphabet, and Meta guidance in CSV or JSON, with sources, definitions, watch items, and limitations intact.
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Read the research →What Is HBM? AI Memory Explained
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Read the research →Custom AI Chips vs GPUs: The Economics
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Read the research →AI Data Center Power Demand in 2026
AI data centers are making electricity, grid access, cooling, and transformers constraints on compute growth. Learn how investors can analyze the bottleneck.
Read the research →AI Spent $132 Billion. Earnings Show Only Part of the Bill.
Microsoft, Alphabet, Amazon, and Meta invested $131.6 billion in first-quarter infrastructure proxies against $34.0 billion of depreciation. Here is why cash flow sees the AI build before earnings do.
Read the research →AI Capital Spending Is Becoming a Macro Variable
The AI buildout now reaches power markets, utility regulation, global trade and credit. Here is where the money goes first, where the bottlenecks sit, and what investors should track next.
Read the research →How to Research Stock Picks: A Practical Due-Diligence Checklist
A practical framework for researching a stock idea: read the filings, test the thesis, compare the price with expectations, and decide what would prove you wrong.
Read the research →Turn the research into a portfolio thesis.
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