Compare AI capex
Head-to-head capital expenditure. Pass ?a=, ?b= and optionally ?c= tickers in the URL.
| Metric | MSFT | BABA |
|---|---|---|
| Company | Microsoft Corporation | Alibaba Group Holding Limited |
| Total capex | $110.0B | $126.9B |
| AI-attributed (est.) | $80.0B | — |
| Period | FY2026 | FY2026 |
| Figure type | Company guidance | Reported actual |
| Sector | Technology | Consumer Cyclical |