Follow the capital.
AI Capex Tracker follows infrastructure spending across specialist clouds, AI labs, sovereign programmes, chipmakers and telecom operators.
Published and maintained by Beundra AB, the tracker serves analysts, journalists and infrastructure teams. The original disclosure sits beside each figure. Value types, currencies, periods and accounting or contractual definitions stay visible so an investment announcement can be read in context.
The methodology explains coverage, unit conversions and overlapping announcements. Ledger views make it easier to follow a subset; each reading has a permanent citation page.
A clearly labelled sponsor placement funds the work. Sponsorship does not change data, inclusion criteria or sorting. The launch ledger has no paid company entries.
Editorial responsibility: Beundra AB. Corrections and enquiries: desk@aicapextracker.com.