Who is spending on AI infrastructure
Public companies ranked by estimated AI-attributed capital expenditure. Reported actuals are solid; forward guidance and analyst projections are dashed.
#CompanyAI capexPeriodType
- 1ARMArm Holdings plc American Depositary Shares—FY2026Reported actual
- 2ASMLASML Holding N.V.—FY2025Reported actual
- 3TSMTaiwan Semiconductor Manufacturing Company Limited—FY2026Company guidance
- 4NBISNebius Group N.V.—FY2025Reported actual