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 Jul 17, 2026, 10:00 PM UTC
Combined capex tracked
$941.5B
Across 45 companies
AI-attributed spend (est.)
$399.5B
42.4% of tracked capex
Top spender
GOOGL
$185.0B
Companies tracked
45
8 sectors
Top 15 by capital expenditure
View all 45 companies →
#CompanyCapexAI capex (est.)Market capDay Δ
1
GOOGLAlphabet Inc.
$185.0B$130.0B$4.19T-2.2%
2
AMZNAmazon.com, Inc.
$130.0B$90.0B$2.69T-2.0%
3
BABAAlibaba Group Holding Limited
$126.9B—$281.6B-0.2%
4
MSFTMicrosoft Corporation
$110.0B$80.0B$2.93T-1.8%
5
METAMeta Platforms, Inc.
$80.0B$64.0B$1.64T-2.8%
6
ORCLOracle Corporation
$55.7B—$364.3B+1.8%
7
TSMTaiwan Semiconductor Manufacturing Company Limited
$45.0B—$2.07T-2.8%
8
TAT&T Inc.
$20.8B—$151.4B-0.8%
9
AAPLApple Inc.
$20.0B$4.0B$4.90T+0.1%
10
CRWVCoreWeave, Inc. Class A Common Stock
$20.0B$20.0B$39.9B+0.4%
11
VZVerizon Communications Inc.
$17.0B—$182.0B-0.7%
12
MUMicron Technology, Inc.
$15.9B—$958.8B-0.5%
13
INTCIntel Corp.
$14.6B—$477.7B-2.0%
14
DDominion Energy, Inc.
$12.6B—$62.5B-0.9%
15
TCEHYTencent Holdings Limited
$12.0B$8.0B$533.4B-3.4%
By sector
🖥️Hyperscalers
Cloud & big-tech buyers
$580.7B
6 companies
🇨🇳Chinese Tech
China's AI buildout
$147.9B
4 companies
🔬Semiconductors
Chips & fab equipment
$88.9B
12 companies
📡Telco
Network infrastructure
$47.8B
3 companies
⚡AI Power & Energy
Powering the data centers
$29.9B
6 companies
🏢Data Centers
REITs & neoclouds
$28.4B
4 companies
🧩Software & Other
Apps & adjacent AI plays
$10.0B
3 companies
🔌Hardware & Networking
Servers, switches, power & cooling
$7.9B
7 companies
Hyperscaler capex trend
GOOGLAMZNMSFTMETAORCLAAPL
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.