Infrastructure spending dashboard
AI CapEx Tracker
The sourced ranking of the AI infrastructure build-out — combined and AI-attributed capital expenditure for 45 public companies across 8 sectors, with cited figures on every name.
Prices updated Oct 9, 2026, 10:00 PM UTC
Combined capex tracked
$965.6B
Across 45 companies
AI-attributed spend (est.)
$319.5B
33.1% of tracked capex
Top spender
GOOGL
$185.0B
Companies tracked
45
8 sectors
Top 15 by capital expenditure
View all 45 companies →| # | Company | Capex | AI capex (est.) | Market cap | Day Δ |
|---|---|---|---|---|---|
| 1 |  GOOGLAlphabet Inc. | $185.0B | $130.0B | $4.26T | +1.0% |
| 2 |  AMZNAmazon.com, Inc. | $130.0B | $90.0B | $2.82T | +3.3% |
| 3 |  BABAAlibaba Group Holding Limited | $126.9B | — | $266.9B | +5.4% |
| 4 |  MSFTMicrosoft Corporation | $115.9B | — | $3.97T | +2.4% |
| 5 |  METAMeta Platforms, Inc. | $80.0B | $64.0B | $1.83T | -0.3% |
| 6 |  ORCLOracle Corporation | $55.7B | — | $390.5B | -5.6% |
| 7 |  TSMTaiwan Semiconductor Manufacturing Company Limited | $45.0B | — | $2.35T | -1.0% |
| 8 |  MUMicron Technology, Inc. | $30.7B | — | $1.16T | -0.7% |
| 9 |  TAT&T Inc. | $20.8B | — | $152.0B | -9.8% |
| 10 |  CRWVCoreWeave, Inc. Class A Common Stock | $20.0B | $20.0B | $44.8B | +0.6% |
| 11 |  AAPLApple Inc. | $20.0B | $4.0B | $4.94T | -1.1% |
| 12 |  VZVerizon Communications Inc. | $17.5B | — | $173.9B | -8.7% |
| 13 |  INTCIntel Corp. | $14.6B | — | $528.1B | -2.2% |
| 14 |  DDominion Energy, Inc. | $12.6B | — | $54.2B | -0.2% |
| 15 |  TMUST-Mobile US, Inc. | $12.5B | — | $159.4B | -13.3% |
By sector
Cloud & big-tech buyers
$586.6B
6 companies
China's AI buildout
$147.9B
4 companies
Chips & fab equipment
$104.1B
12 companies
Network infrastructure
$50.8B
3 companies
Powering the data centers
$29.9B
6 companies
REITs & neoclouds
$28.4B
4 companies
Apps & adjacent AI plays
$10.0B
3 companies
Servers, switches, power & cooling
$7.9B
7 companies
Hyperscaler capex trend
AI vs. other (FY2026)
Methodology: total capex reflects reported cash-flow actuals where available and forward estimates aligned to earnings guidance and analyst consensus otherwise. AI-attributed figures are editorial estimates of the AI / data-center share and are not a reported line item. Every figure links to a source on its company page. Estimates are subject to change.