CapexIndexCapexIndex

Who is spending on AI infrastructure

Public companies ranked by total capital expenditure. Reported actuals are solid; forward guidance and analyst projections are dashed.

AllUSChinaOther
Total capexAI-attributed
  1. 1
    TSMTaiwan Semiconductor Manufacturing Company Limited
    $45.0B
  2. 2
    NBISNebius Group N.V.
    $4.1B
  3. 3
    ASMLASML Holding N.V.
    $1.5B
  4. 4
    ARMArm Holdings plc American Depositary Shares
    $545M