{ "name": "AI capex beyond the hyperscalers", "url": "https://aicapextracker.com/", "license": "CC BY 4.0", "cite": "AI Capex Tracker, https://aicapextracker.com/", "updated": "2026-11-11", "fields": [ { "key": "company", "label": "Company / programme", "type": "string", "description": "Reporting entity, programme owner or contract seller. Editorial grouping follows the named source.", "filterable": true, "sortable": true }, { "key": "cohort", "label": "Sector", "type": "enum", "description": "Editorial sector classification based on the disclosed business or programme.", "filterable": true, "sortable": true, "enumValues": [ "AI lab", "Chipmaker", "Hyperscaler", "Neocloud", "Sovereign", "Telco" ] }, { "key": "reading_type", "label": "Value type", "type": "enum", "description": "Capex is reported expenditure; commitment is a purchase agreement or announced investment; guidance is a forecast; programme budget is a policy envelope. Types are never summed.", "filterable": true, "sortable": true, "enumValues": [ "capex", "commitment", "guidance", "programme budget" ] }, { "key": "amount_bn", "label": "Amount", "type": "number", "unit": "bn", "description": "Monetary amount in billions of the stated currency. The qualifier identifies ceilings, floors and approximations. Null means no exact monetary value disclosed.", "filterable": false, "sortable": true }, { "key": "amount_high_bn", "label": "Upper bound", "type": "number", "unit": "bn", "description": "Upper bound where an explicit range is disclosed; not an additional amount.", "filterable": false, "sortable": true }, { "key": "currency", "label": "Currency", "type": "string", "description": "Source currency, retained without FX conversion. Applies only to monetary amounts; compare within a single currency.", "filterable": true, "sortable": true }, { "key": "qualifier", "label": "Qualification", "type": "string", "description": "Reported, approximate, range, upper/lower bound or plan status, as stated in the source.", "filterable": true, "sortable": true }, { "key": "fiscal_period", "label": "Period / horizon", "type": "string", "description": "Original fiscal period or announced multi-year horizon. Annual totals overlap quarters; future horizons do not imply actual spend.", "filterable": false, "sortable": true }, { "key": "source_date", "label": "Disclosure date", "type": "date", "description": "Date of the cited disclosure or its stated update. Null where a precise date was not verified. Access date is separately recorded.", "filterable": false, "sortable": true }, { "key": "basis", "label": "Measurement basis", "type": "string", "description": "Accounting or contractual definition. Customer lease revenue is a commitment by the customer, not vendor capex; investment plans are prospective.", "filterable": true, "sortable": true }, { "key": "capacity_mw", "label": "Announced capacity", "type": "number", "unit": "MW", "description": "Source-stated MW; planned rather than verified operational unless the note says otherwise. Qualifier applies; no conversion into capex.", "filterable": false, "sortable": true }, { "key": "gpu_count", "label": "Announced GPUs", "type": "number", "description": "Source-stated GPU deployment count. Planned capacity is not a verified installed fleet.", "filterable": false, "sortable": true }, { "key": "note", "label": "Scope and overlap", "type": "string", "description": "Source interpretation, calculation, limitations and overlapping announcements. Editorial annotations explain rather than add facts.", "filterable": false, "sortable": true }, { "key": "series_url", "label": "Dedicated series", "type": "string", "description": "Editorial navigation to the matching hyperscaler company series; financial amounts use the original disclosure.", "filterable": false, "sortable": true } ], "records": [ { "id": "alphabet-summary", "name": "Alphabet summary", "url": "https://s206.q4cdn.com/479360582/files/doc_news/2026/Oct/28/attachments/2026q3-alphabet-earnings-release.pdf", "summary": "Consolidated property and equipment cash purchases. Source reports USD millions; divided by 1,000. One summary only; see the dedicated hyperscaler series.", "tags": [ "hyperscaler", "capex" ], "fields": { "company": "Alphabet", "cohort": "Hyperscaler", "reading_type": "capex", "amount_bn": 51.355, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q3", "source_date": "2026-10-28", "basis": "Cash PPE", "capacity_mw": null, "gpu_count": null, "note": "Consolidated property and equipment cash purchases. Source reports USD millions; divided by 1,000. One summary only; see the dedicated hyperscaler series.", "series_url": "https://hyperscalerscapex.com/company/alphabet/" }, "sources": [ { "url": "https://s206.q4cdn.com/479360582/files/doc_news/2026/Oct/28/attachments/2026q3-alphabet-earnings-release.pdf", "title": "Alphabet — summary", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://hyperscalerscapex.com/company/alphabet/", "title": "Dedicated hyperscaler company series", "accessed": "2026-11-11", "fields": [ "series_url" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "amazon-summary", "name": "Amazon summary", "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Third-Quarter-Results/default.aspx", "summary": "Gross cash PPE purchases across Amazon, including retail infrastructure. Sales and incentives are separate; this is not AWS-only spending. One summary only; see the dedicated hyperscaler series.", "tags": [ "hyperscaler", "capex" ], "fields": { "company": "Amazon", "cohort": "Hyperscaler", "reading_type": "capex", "amount_bn": 77.259, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q3", "source_date": "2026-10-29", "basis": "Cash PPE", "capacity_mw": null, "gpu_count": null, "note": "Gross cash PPE purchases across Amazon, including retail infrastructure. Sales and incentives are separate; this is not AWS-only spending. One summary only; see the dedicated hyperscaler series.", "series_url": "https://hyperscalerscapex.com/company/amazon/" }, "sources": [ { "url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Third-Quarter-Results/default.aspx", "title": "Amazon — summary", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://hyperscalerscapex.com/company/amazon/", "title": "Dedicated hyperscaler company series", "accessed": "2026-11-11", "fields": [ "series_url" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "anthropic-aws-2026-expansion", "name": "Anthropic AWS 2026 expansion", "url": "https://www.anthropic.com/news/anthropic-amazon-compute", "summary": "More than USD 100bn commitment to AWS technologies; secures up to 5GW. Amazon equity investment is not included.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "Anthropic", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 100, "amount_high_bn": null, "currency": "USD", "qualifier": "More than", "fiscal_period": "Ten-year agreement", "source_date": "2026-04-20", "basis": "Cloud purchase agreement", "capacity_mw": null, "gpu_count": null, "note": "More than USD 100bn commitment to AWS technologies; secures up to 5GW. Amazon equity investment is not included.", "series_url": null }, "sources": [ { "url": "https://www.anthropic.com/news/anthropic-amazon-compute", "title": "Anthropic — AWS 2026 expansion", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "anthropic-azure-compute", "name": "Anthropic Azure compute", "url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "summary": "Anthropic commitment to purchase Azure compute; excludes Microsoft and NVIDIA equity funding into Anthropic.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "Anthropic", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 30, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "Multi-year partnership", "source_date": "2025-11-18", "basis": "Cloud purchase agreement", "capacity_mw": null, "gpu_count": null, "note": "Anthropic commitment to purchase Azure compute; excludes Microsoft and NVIDIA equity funding into Anthropic.", "series_url": null }, "sources": [ { "url": "https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships", "title": "Anthropic — Azure compute", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "anthropic-fluidstack-infrastructure", "name": "Anthropic Fluidstack infrastructure", "url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure", "summary": "Announced investment in US computing infrastructure with Fluidstack; prospective infrastructure spend, not reported cash capex.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "Anthropic", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 50, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "Infrastructure announced 2025", "source_date": "2025-11-12", "basis": "Data center investment commitment", "capacity_mw": null, "gpu_count": null, "note": "Announced investment in US computing infrastructure with Fluidstack; prospective infrastructure spend, not reported cash capex.", "series_url": null }, "sources": [ { "url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure", "title": "Anthropic — Fluidstack infrastructure", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "anthropic-spacex-colossus-agreement", "name": "Anthropic SpaceX Colossus agreement", "url": "https://www.anthropic.com/news/higher-limits-spacex", "summary": "Anthropic takes all compute at SpaceX’s Colossus 1: more than 300MW and over 220,000 NVIDIA GPUs. Contract value not disclosed.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "Anthropic", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": null, "amount_high_bn": null, "currency": null, "qualifier": "More than", "fiscal_period": "Capacity access announced May 2026", "source_date": "2026-05-06", "basis": "Compute access agreement", "capacity_mw": 300, "gpu_count": 220000, "note": "Anthropic takes all compute at SpaceX’s Colossus 1: more than 300MW and over 220,000 NVIDIA GPUs. Contract value not disclosed.", "series_url": null }, "sources": [ { "url": "https://www.anthropic.com/news/higher-limits-spacex", "title": "Anthropic — SpaceX Colossus agreement", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "qualifier", "fiscal_period", "source_date", "basis", "capacity_mw", "note", "gpu_count" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "applied-digital-fy2024-hpc-capex", "name": "Applied Digital FY2024 HPC capex", "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "summary": "HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Applied Digital", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.207299, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2024 ended May 31", "source_date": null, "basis": "HPC hosting segment capex", "capacity_mw": null, "gpu_count": null, "note": "HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases.", "series_url": null }, "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "title": "Applied Digital — FY2024 HPC capex", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "applied-digital-fy2025-hpc-capex", "name": "Applied Digital FY2025 HPC capex", "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "summary": "HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Applied Digital", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.976506, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2025 ended May 31", "source_date": null, "basis": "HPC hosting segment capex", "capacity_mw": null, "gpu_count": null, "note": "HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases.", "series_url": null }, "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "title": "Applied Digital — FY2025 HPC capex", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "applied-digital-fy2026-hpc-capex", "name": "Applied Digital FY2026 HPC capex", "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "summary": "HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Applied Digital", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 2.988712, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2026 ended May 31", "source_date": "2026-07-29", "basis": "HPC hosting segment capex", "capacity_mw": null, "gpu_count": null, "note": "HPC hosting segment capital expenditure from segment note, USD thousands divided by 1,000,000. Excludes bitcoin hosting and corporate segments; distinct from cash-flow purchases.", "series_url": null }, "sources": [ { "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000048/apld-20260531.htm", "title": "Applied Digital — FY2026 HPC capex", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note", "source_date" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "applied-digital-polaris-forge-1-leases", "name": "Applied Digital Polaris Forge 1 leases", "url": "https://ir.applieddigital.com/news-events/press-releases/detail/128/applied-digital-finalizes-additional-150mw-lease-with", "summary": "Anticipated contracted lease revenue from CoreWeave for Polaris Forge 1. Includes the initial USD 7bn contracts; not Applied Digital capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Applied Digital", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 11, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Approximately 15-year base terms", "source_date": "2025-08-29", "basis": "Customer lease commitments", "capacity_mw": null, "gpu_count": null, "note": "Anticipated contracted lease revenue from CoreWeave for Polaris Forge 1. Includes the initial USD 7bn contracts; not Applied Digital capex.", "series_url": null }, "sources": [ { "url": "https://ir.applieddigital.com/news-events/press-releases/detail/128/applied-digital-finalizes-additional-150mw-lease-with", "title": "Applied Digital — Polaris Forge 1 leases", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "canada-ai-data-center-support", "name": "Canada AI data center support", "url": "https://www.canada.ca/en/innovation-science-economic-development/news/2024/12/canada-to-drive-billions-in-investments-to-build-domestic-ai-compute-capacity-at-home.html", "summary": "Up to CAD 700m supporting Canadian AI data center projects. Included in the sovereign compute strategy; not additional to its envelope.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "Canada", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 0.7, "amount_high_bn": null, "currency": "CAD", "qualifier": "Up to", "fiscal_period": "Budget 2024 strategy", "source_date": "2024-12-05", "basis": "Industry AI data center budget component", "capacity_mw": null, "gpu_count": null, "note": "Up to CAD 700m supporting Canadian AI data center projects. Included in the sovereign compute strategy; not additional to its envelope.", "series_url": null }, "sources": [ { "url": "https://www.canada.ca/en/innovation-science-economic-development/news/2024/12/canada-to-drive-billions-in-investments-to-build-domestic-ai-compute-capacity-at-home.html", "title": "Canada — AI data center support", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "canada-sovereign-compute-envelope", "name": "Canada Sovereign compute envelope", "url": "https://www.canada.ca/en/innovation-science-economic-development/news/2024/12/canada-to-drive-billions-in-investments-to-build-domestic-ai-compute-capacity-at-home.html", "summary": "Federal sovereign compute strategy envelope; includes data center support and public supercomputing. Components are nested in the total.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "Canada", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 2, "amount_high_bn": null, "currency": "CAD", "qualifier": "Up to", "fiscal_period": "Budget 2024 strategy", "source_date": "2024-12-05", "basis": "Sovereign AI compute budget", "capacity_mw": null, "gpu_count": null, "note": "Federal sovereign compute strategy envelope; includes data center support and public supercomputing. Components are nested in the total.", "series_url": null }, "sources": [ { "url": "https://www.canada.ca/en/innovation-science-economic-development/news/2024/12/canada-to-drive-billions-in-investments-to-build-domestic-ai-compute-capacity-at-home.html", "title": "Canada — Sovereign compute envelope", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "cipher-barber-lake-fluidstack", "name": "Cipher Barber Lake Fluidstack", "url": "https://investors.ciphermining.com/node/10476/pdf", "summary": "Contracted revenue from Fluidstack; extension-option revenue and Google backstop excluded. Not Cipher capex or actual cash paid.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Cipher", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 3, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Ten-year base term", "source_date": "2025-09-25", "basis": "Customer lease commitment", "capacity_mw": null, "gpu_count": null, "note": "Contracted revenue from Fluidstack; extension-option revenue and Google backstop excluded. Not Cipher capex or actual cash paid.", "series_url": null }, "sources": [ { "url": "https://investors.ciphermining.com/node/10476/pdf", "title": "Cipher — Barber Lake Fluidstack", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2025-q1", "name": "CoreWeave 2025 Q1", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "summary": "PPE additions including finance leases, less change in construction in progress. Calculated: first-half capex 4.795bn less Q2 2.938bn.", "tags": [ "neocloud", "capex" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 1.857, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q1", "source_date": "2026-08-11", "basis": "Deployed assets", "capacity_mw": null, "gpu_count": null, "note": "PPE additions including finance leases, less change in construction in progress. Calculated: first-half capex 4.795bn less Q2 2.938bn.", "series_url": null }, "sources": [ { "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "title": "CoreWeave — 2025 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2025-q2", "name": "CoreWeave 2025 Q2", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "summary": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.", "tags": [ "neocloud", "capex" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 2.938, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q2", "source_date": "2026-08-11", "basis": "Deployed assets", "capacity_mw": null, "gpu_count": null, "note": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.", "series_url": null }, "sources": [ { "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "title": "CoreWeave — 2025 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2025-q3", "name": "CoreWeave 2025 Q3", "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Earnings-Presentation-Final.pdf", "summary": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16; later comparative definition.", "tags": [ "neocloud", "capex" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 1.85, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q3", "source_date": "2026-11-10", "basis": "Deployed assets", "capacity_mw": null, "gpu_count": null, "note": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16; later comparative definition.", "series_url": null }, "sources": [ { "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Earnings-Presentation-Final.pdf", "title": "CoreWeave — 2025 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2025-q4", "name": "CoreWeave 2025 Q4", "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Earnings-Presentation-Final.pdf", "summary": "PPE additions including finance leases, less change in construction in progress. Slide 14 chart; source rounded to USD 0.1bn.", "tags": [ "neocloud", "capex" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 8.2, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q4", "source_date": "2026-11-10", "basis": "Deployed assets", "capacity_mw": null, "gpu_count": null, "note": "PPE additions including finance leases, less change in construction in progress. Slide 14 chart; source rounded to USD 0.1bn.", "series_url": null }, "sources": [ { "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Earnings-Presentation-Final.pdf", "title": "CoreWeave — 2025 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2026-q1", "name": "CoreWeave 2026 Q1", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "summary": "PPE additions including finance leases, less change in construction in progress. Calculated: first-half capex 16.139bn less Q2 9.352bn.", "tags": [ "neocloud", "capex" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 6.787, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q1", "source_date": "2026-08-11", "basis": "Deployed assets", "capacity_mw": null, "gpu_count": null, "note": "PPE additions including finance leases, less change in construction in progress. Calculated: first-half capex 16.139bn less Q2 9.352bn.", "series_url": null }, "sources": [ { "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "title": "CoreWeave — 2026 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2026-q2", "name": "CoreWeave 2026 Q2", "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "summary": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.", "tags": [ "neocloud", "capex" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 9.352, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q2", "source_date": "2026-08-11", "basis": "Deployed assets", "capacity_mw": null, "gpu_count": null, "note": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.", "series_url": null }, "sources": [ { "url": "https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CoreWeave-Q2-26-Earnings-Presentation.pdf", "title": "CoreWeave — 2026 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2026-q3", "name": "CoreWeave 2026 Q3", "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Earnings-Presentation-Final.pdf", "summary": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.", "tags": [ "neocloud", "capex" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 14.511, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q3", "source_date": "2026-11-10", "basis": "Deployed assets", "capacity_mw": null, "gpu_count": null, "note": "PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.", "series_url": null }, "sources": [ { "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Earnings-Presentation-Final.pdf", "title": "CoreWeave — 2026 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-2026-q3-outlook", "name": "CoreWeave 2026 Q3 outlook", "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-Third-Quarter-2026-Results/default.aspx", "summary": "Full-year 2026 capex guidance of USD 37–39bn, low end raised from the prior USD 35–39bn range. Capex is PPE additions including finance leases, less change in construction in progress (earnings deck, slide 16). Overlaps the quarterly actuals.", "tags": [ "neocloud", "guidance" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "guidance", "amount_bn": 37, "amount_high_bn": 39, "currency": "USD", "qualifier": "Range", "fiscal_period": "Calendar 2026", "source_date": "2026-11-10", "basis": "Annual capex forecast", "capacity_mw": null, "gpu_count": null, "note": "Full-year 2026 capex guidance of USD 37–39bn, low end raised from the prior USD 35–39bn range. Capex is PPE additions including finance leases, less change in construction in progress (earnings deck, slide 16). Overlaps the quarterly actuals.", "series_url": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-Third-Quarter-2026-Results/default.aspx", "title": "CoreWeave — 2026 Q3 outlook", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "amount_high_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://s205.q4cdn.com/133937190/files/content_files/CoreWeave-3Q26-Earnings-Presentation-Final.pdf", "title": "CoreWeave Q3 2026 earnings presentation", "accessed": "2026-11-11", "fields": [ "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-pennsylvania-investment", "name": "CoreWeave Pennsylvania investment", "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Announces-Multi-Billion-Dollar-Commitment-to-AI-Infrastructure-in-Pennsylvania/default.aspx", "summary": "Intent to invest up to USD 6bn to equip Lancaster data center. Initial 100MW with expansion potential; planned spend, not reported actual capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 6, "amount_high_bn": null, "currency": "USD", "qualifier": "Up to", "fiscal_period": "Intent announced July 2025", "source_date": "2025-07-15", "basis": "Data center equipment investment plan", "capacity_mw": 100, "gpu_count": null, "note": "Intent to invest up to USD 6bn to equip Lancaster data center. Initial 100MW with expansion potential; planned spend, not reported actual capex.", "series_url": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Announces-Multi-Billion-Dollar-Commitment-to-AI-Infrastructure-in-Pennsylvania/default.aspx", "title": "CoreWeave — Pennsylvania investment", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "capacity_mw", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "coreweave-uk-expansion", "name": "CoreWeave UK expansion", "url": "https://www.coreweave.com/news/coreweave-announces-significant-commitment-to-power-uk-ai-innovation-and-growth", "summary": "Next phase of UK investment; part of the GBP 2.5bn cumulative UK plan. Not realised quarterly spending.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "CoreWeave", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 1.5, "amount_high_bn": null, "currency": "GBP", "qualifier": "Reported", "fiscal_period": "Expansion announced September 2025", "source_date": "2025-09-16", "basis": "Regional infrastructure investment plan", "capacity_mw": null, "gpu_count": null, "note": "Next phase of UK investment; part of the GBP 2.5bn cumulative UK plan. Not realised quarterly spending.", "series_url": null }, "sources": [ { "url": "https://www.coreweave.com/news/coreweave-announces-significant-commitment-to-power-uk-ai-innovation-and-growth", "title": "CoreWeave — UK expansion", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "crusoe-abilene-expansion", "name": "Crusoe Abilene expansion", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-blue-owl-capital-and-primary-digital-infrastructure-enter-joint-venture", "summary": "Joint venture value for expanded Abilene campus. Includes the initial USD 3.4bn phase; overlaps Stargate. Not reported cash capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Crusoe", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 15, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "Expanded development announced May 2025", "source_date": "2025-05-21", "basis": "Joint venture development commitment", "capacity_mw": null, "gpu_count": null, "note": "Joint venture value for expanded Abilene campus. Includes the initial USD 3.4bn phase; overlaps Stargate. Not reported cash capex.", "series_url": null }, "sources": [ { "url": "https://www.crusoe.ai/resources/newsroom/crusoe-blue-owl-capital-and-primary-digital-infrastructure-enter-joint-venture", "title": "Crusoe — Abilene expansion", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "crusoe-abilene-phase-one", "name": "Crusoe Abilene phase one", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-blue-owl-capital-primary-digital-joint-venture", "summary": "Joint venture funding for initial Abilene data center phase; later expanded project value includes this phase. Financing is not cash capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Crusoe", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 3.4, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "Development announced October 2024", "source_date": "2024-10-15", "basis": "Joint venture development commitment", "capacity_mw": null, "gpu_count": null, "note": "Joint venture funding for initial Abilene data center phase; later expanded project value includes this phase. Financing is not cash capex.", "series_url": null }, "sources": [ { "url": "https://www.crusoe.ai/resources/newsroom/crusoe-blue-owl-capital-primary-digital-joint-venture", "title": "Crusoe — Abilene phase one", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "deutsche-telekom-industrial-ai-cloud", "name": "Deutsche Telekom Industrial AI cloud", "url": "https://www.telekom.com/en/newsroom/latest-updates/media-information/2025/11/ai-sovereignty-for-germany-and-europe", "summary": "Joint NVIDIA and Deutsche Telekom project value, not Deutsche Telekom cash capex. SAP participates in the technology stack.", "tags": [ "telco", "commitment" ], "fields": { "company": "Deutsche Telekom", "cohort": "Telco", "reading_type": "commitment", "amount_bn": 1, "amount_high_bn": null, "currency": "EUR", "qualifier": "Reported", "fiscal_period": "Buildout announced November 2025", "source_date": "2025-11-04", "basis": "Joint AI factory investment", "capacity_mw": null, "gpu_count": null, "note": "Joint NVIDIA and Deutsche Telekom project value, not Deutsche Telekom cash capex. SAP participates in the technology stack.", "series_url": null }, "sources": [ { "url": "https://www.telekom.com/en/newsroom/latest-updates/media-information/2025/11/ai-sovereignty-for-germany-and-europe", "title": "Deutsche Telekom — Industrial AI cloud", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "european-union-ai-factories-first-cohort", "name": "European Union AI factories first cohort", "url": "https://www.eurohpc-ju.europa.eu/document/download/a4c7e874-845b-4ff8-9f78-ec0747d180ec_en?filename=Decision+08.2025+Revised+MASP+%28Amendment+No+3%29.pdf", "summary": "Funding for first AI factories across seven host countries; separate from the proposed gigafactory facility. Not realised capex.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "European Union", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 1.5, "amount_high_bn": null, "currency": "EUR", "qualifier": "Planned", "fiscal_period": "First cohort starting 2025", "source_date": null, "basis": "AI factory funding allocation", "capacity_mw": null, "gpu_count": null, "note": "Funding for first AI factories across seven host countries; separate from the proposed gigafactory facility. Not realised capex.", "series_url": null }, "sources": [ { "url": "https://www.eurohpc-ju.europa.eu/document/download/a4c7e874-845b-4ff8-9f78-ec0747d180ec_en?filename=Decision+08.2025+Revised+MASP+%28Amendment+No+3%29.pdf", "title": "European Union — AI factories first cohort", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "european-union-ai-gigafactories", "name": "European Union AI gigafactories", "url": "https://digital-strategy.ec.europa.eu/en/news/eu-launches-investai-initiative-mobilise-eu200-billion-investment-artificial-intelligence", "summary": "European AI gigafactory facility within the broader InvestAI target. An announced financing envelope, not cash spent.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "European Union", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 20, "amount_high_bn": null, "currency": "EUR", "qualifier": "Planned", "fiscal_period": "InvestAI facility announced 2025", "source_date": "2025-02-11", "basis": "AI gigafactory funding facility", "capacity_mw": null, "gpu_count": null, "note": "European AI gigafactory facility within the broader InvestAI target. An announced financing envelope, not cash spent.", "series_url": null }, "sources": [ { "url": "https://digital-strategy.ec.europa.eu/en/news/eu-launches-investai-initiative-mobilise-eu200-billion-investment-artificial-intelligence", "title": "European Union — AI gigafactories", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "european-union-investai-envelope", "name": "European Union InvestAI envelope", "url": "https://digital-strategy.ec.europa.eu/en/news/eu-launches-investai-initiative-mobilise-eu200-billion-investment-artificial-intelligence", "summary": "Public-private mobilisation ambition, not an appropriation or realised capex. Includes the gigafactory facility.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "European Union", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 200, "amount_high_bn": null, "currency": "EUR", "qualifier": "Target", "fiscal_period": "Initiative announced February 2025", "source_date": "2025-02-11", "basis": "Investment mobilisation target", "capacity_mw": null, "gpu_count": null, "note": "Public-private mobilisation ambition, not an appropriation or realised capex. Includes the gigafactory facility.", "series_url": null }, "sources": [ { "url": "https://digital-strategy.ec.europa.eu/en/news/eu-launches-investai-initiative-mobilise-eu200-billion-investment-artificial-intelligence", "title": "European Union — InvestAI envelope", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "fluidstack-france-supercomputer-mou", "name": "Fluidstack France supercomputer MoU", "url": "https://dcmag.fr/fluidstack-va-construire-un-supercalculateur-dia-de-1-gw-en-france-10-milliards-e/", "summary": "Reported memorandum for French AI supercomputer; prospective EUR 10bn project budget, not funded cash capex. Trade report of the announcement; no completion or current continuation assumed.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Fluidstack", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 10, "amount_high_bn": null, "currency": "EUR", "qualifier": "Planned", "fiscal_period": "MoU announced February 2025", "source_date": "2025-02-10", "basis": "Project memorandum", "capacity_mw": 1000, "gpu_count": null, "note": "Reported memorandum for French AI supercomputer; prospective EUR 10bn project budget, not funded cash capex. Trade report of the announcement; no completion or current continuation assumed.", "series_url": null }, "sources": [ { "url": "https://dcmag.fr/fluidstack-va-construire-un-supercalculateur-dia-de-1-gw-en-france-10-milliards-e/", "title": "Fluidstack — France supercomputer MoU", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "capacity_mw", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "galaxy-helios-coreweave-lease", "name": "Galaxy Helios CoreWeave lease", "url": "https://investor.galaxy.com/news-releases/news-release-details/galaxy-announces-fourth-quarter-and-full-year-2024-financial", "summary": "Expected total lease revenue from initial Helios agreement with CoreWeave; not Galaxy capex or cash received.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Galaxy", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 4.5, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "15-year initial lease", "source_date": "2025-03-28", "basis": "Customer lease commitment", "capacity_mw": null, "gpu_count": null, "note": "Expected total lease revenue from initial Helios agreement with CoreWeave; not Galaxy capex or cash received.", "series_url": null }, "sources": [ { "url": "https://investor.galaxy.com/news-releases/news-release-details/galaxy-announces-fourth-quarter-and-full-year-2024-financial", "title": "Galaxy — Helios CoreWeave lease", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "india-indiaai-mission", "name": "India IndiaAI mission", "url": "https://www.pib.gov.in/PressReleaseIframePage.aspx?PRID=2012355&lang=2®=48", "summary": "Cabinet-approved INR 10,371.92 crore, converted to INR billions by dividing crore by 100. Includes compute, models, skills and other pillars; not AI data center capex alone.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "India", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 103.7192, "amount_high_bn": null, "currency": "INR", "qualifier": "Approved", "fiscal_period": "Five-year mission approved 2024", "source_date": "2024-03-07", "basis": "National AI mission budget", "capacity_mw": null, "gpu_count": null, "note": "Cabinet-approved INR 10,371.92 crore, converted to INR billions by dividing crore by 100. Includes compute, models, skills and other pillars; not AI data center capex alone.", "series_url": null }, "sources": [ { "url": "https://www.pib.gov.in/PressReleaseIframePage.aspx?PRID=2012355&lang=2®=48", "title": "India — IndiaAI mission", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "source_date", "basis", "note" ] }, { "url": "https://www.pib.gov.in/PressNoteDetails.aspx?ModuleId=3&NoteId=156786&id=156786&lang=1®=1", "title": "IndiaAI mission official five-year budget summary", "accessed": "2026-11-11", "fields": [ "fiscal_period" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "iren-dell-equipment", "name": "IREN Dell equipment", "url": "https://iren.com/resources/blog/iren-signs97-billion-agreement-with-microsoft-to-deploy-ai-cloud-infrastructure", "summary": "IREN agreement with Dell for GPUs and ancillary equipment serving Microsoft. A committed purchase, not recognised capex; economically overlaps the customer contract.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "IREN", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 5.8, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Four deployment phases through 2026", "source_date": "2025-11-03", "basis": "GPU equipment purchase agreement", "capacity_mw": null, "gpu_count": null, "note": "IREN agreement with Dell for GPUs and ancillary equipment serving Microsoft. A committed purchase, not recognised capex; economically overlaps the customer contract.", "series_url": null }, "sources": [ { "url": "https://iren.com/resources/blog/iren-signs97-billion-agreement-with-microsoft-to-deploy-ai-cloud-infrastructure", "title": "IREN — Dell equipment", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "iren-fy2024-cash-investment", "name": "IREN FY2024 cash investment", "url": "https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-full-year-fy25-results", "summary": "Cash PPE net of hardware prepayments (141.9m) plus computer hardware prepayments (338.1m), divided by 1,000. Includes bitcoin and AI infrastructure; not an AI-only allocation. Other prepayments excluded.", "tags": [ "neocloud", "capex" ], "fields": { "company": "IREN", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.48, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2024 ended June 30", "source_date": "2025-08-28", "basis": "Cash PPE plus hardware prepayments", "capacity_mw": null, "gpu_count": null, "note": "Cash PPE net of hardware prepayments (141.9m) plus computer hardware prepayments (338.1m), divided by 1,000. Includes bitcoin and AI infrastructure; not an AI-only allocation. Other prepayments excluded.", "series_url": null }, "sources": [ { "url": "https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-full-year-fy25-results", "title": "IREN — FY2024 cash investment", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "iren-fy2025-cash-investment", "name": "IREN FY2025 cash investment", "url": "https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-full-year-fy25-results", "summary": "Cash PPE net of hardware prepayments (USD 573.5m) plus computer hardware prepayments (USD 799.2m), from the FY2025 10-K cash-flow statement. Covers mining and HPC hardware together.", "tags": [ "neocloud", "capex" ], "fields": { "company": "IREN", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 1.3726, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2025 ended June 30", "source_date": "2025-08-28", "basis": "Cash PPE plus hardware prepayments", "capacity_mw": null, "gpu_count": null, "note": "Cash PPE net of hardware prepayments (USD 573.5m) plus computer hardware prepayments (USD 799.2m), from the FY2025 10-K cash-flow statement. Covers mining and HPC hardware together.", "series_url": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884825000063/iren-20250630.htm", "title": "IREN Form 10-K, fiscal year ended June 30, 2025", "accessed": "2026-11-11", "fields": [ "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-full-year-fy25-results", "title": "IREN — FY2025 cash investment", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "iren-microsoft-contract", "name": "IREN Microsoft contract", "url": "https://iren.com/resources/blog/iren-signs97-billion-agreement-with-microsoft-to-deploy-ai-cloud-infrastructure", "summary": "Microsoft customer commitment for GB300 cloud services; not IREN capex. Includes 20% prepayment; equipment purchases are recorded separately.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "IREN", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 9.7, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Five-year agreement", "source_date": "2025-11-03", "basis": "Customer cloud purchase commitment", "capacity_mw": null, "gpu_count": null, "note": "Microsoft customer commitment for GB300 cloud services; not IREN capex. Includes 20% prepayment; equipment purchases are recorded separately.", "series_url": null }, "sources": [ { "url": "https://iren.com/resources/blog/iren-signs97-billion-agreement-with-microsoft-to-deploy-ai-cloud-infrastructure", "title": "IREN — Microsoft contract", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "japan-ai-semiconductor-framework", "name": "Japan AI semiconductor framework", "url": "https://www.meti.go.jp/english/speeches/2025newyeargreetings.html", "summary": "More than JPY 10tn public financial support; encompasses semiconductor policy beyond AI. Not actual capex or the larger public-private mobilisation ambition.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "Japan", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 10000, "amount_high_bn": null, "currency": "JPY", "qualifier": "More than", "fiscal_period": "Public support through FY2030", "source_date": null, "basis": "AI and semiconductor public support", "capacity_mw": null, "gpu_count": null, "note": "More than JPY 10tn public financial support; encompasses semiconductor policy beyond AI. Not actual capex or the larger public-private mobilisation ambition.", "series_url": null }, "sources": [ { "url": "https://www.meti.go.jp/english/speeches/2025newyeargreetings.html", "title": "Japan — AI semiconductor framework", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "lambda-microsoft-compute-agreement", "name": "Lambda Microsoft compute agreement", "url": "https://lambda.com/blog/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus", "summary": "Microsoft agreement described as multibillion-dollar, without an exact contract value. NVIDIA GPU infrastructure; monetary field remains unknown.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Lambda", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": null, "amount_high_bn": null, "currency": null, "qualifier": "Not quantified", "fiscal_period": "Multi-year contract announced 2025", "source_date": "2025-11-03", "basis": "Customer cloud purchase commitment", "capacity_mw": null, "gpu_count": null, "note": "Microsoft agreement described as multibillion-dollar, without an exact contract value. NVIDIA GPU infrastructure; monetary field remains unknown.", "series_url": null }, "sources": [ { "url": "https://lambda.com/blog/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus", "title": "Lambda — Microsoft compute agreement", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "meta-summary", "name": "Meta summary", "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Third-Quarter-2026-Results/default.aspx", "summary": "Headline capex includes cash finance lease principal and is rounded to USD 0.01bn. Components are separately reported in USD millions. One summary only; see the dedicated hyperscaler series.", "tags": [ "hyperscaler", "capex" ], "fields": { "company": "Meta", "cohort": "Hyperscaler", "reading_type": "capex", "amount_bn": 34.91, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q3", "source_date": "2026-10-21", "basis": "With lease principal", "capacity_mw": null, "gpu_count": null, "note": "Headline capex includes cash finance lease principal and is rounded to USD 0.01bn. Components are separately reported in USD millions. One summary only; see the dedicated hyperscaler series.", "series_url": "https://hyperscalerscapex.com/company/meta/" }, "sources": [ { "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Third-Quarter-2026-Results/default.aspx", "title": "Meta — summary", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://hyperscalerscapex.com/company/meta/", "title": "Dedicated hyperscaler company series", "accessed": "2026-11-11", "fields": [ "series_url" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2023-annual", "name": "Micron 2023 annual", "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2023-09-27-2023/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 7.01, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2023 annual", "source_date": "2023-09-27", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2023-09-27-2023/default.aspx", "title": "Micron — 2023 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2023-q1", "name": "Micron 2023 Q1", "url": "https://investors.micron.com/news/press-release/2022/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2023-12-21-2022/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 2.47, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2023 Q1", "source_date": "2022-12-21", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2022/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2023-12-21-2022/default.aspx", "title": "Micron — 2023 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2023-q2", "name": "Micron 2023 Q2", "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2023-03-28-2023/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 2.16, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2023 Q2", "source_date": "2023-03-28", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2023-03-28-2023/default.aspx", "title": "Micron — 2023 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2023-q3", "name": "Micron 2023 Q3", "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Third-Quarter-of-Fiscal-2023-06-28-2023/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 1.38, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2023 Q3", "source_date": "2023-06-28", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Third-Quarter-of-Fiscal-2023-06-28-2023/default.aspx", "title": "Micron — 2023 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2023-q4", "name": "Micron 2023 Q4", "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2023-09-27-2023/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 1.01, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2023 Q4", "source_date": "2023-09-27", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2023-09-27-2023/default.aspx", "title": "Micron — 2023 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2024-annual", "name": "Micron 2024 annual", "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2024-09-25-2024/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 8.12, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2024 annual", "source_date": "2024-09-25", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2024-09-25-2024/default.aspx", "title": "Micron — 2024 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2024-q1", "name": "Micron 2024 Q1", "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2024-12-20-2023/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 1.73, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2024 Q1", "source_date": "2023-12-20", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2023/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2024-12-20-2023/default.aspx", "title": "Micron — 2024 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2024-q2", "name": "Micron 2024 Q2", "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2024-03-20-2024/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 1.25, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2024 Q2", "source_date": "2024-03-20", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2024-03-20-2024/default.aspx", "title": "Micron — 2024 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2024-q3", "name": "Micron 2024 Q3", "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Third-Quarter-of-Fiscal-2024-06-26-2024/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 2.06, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2024 Q3", "source_date": "2024-06-26", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Third-Quarter-of-Fiscal-2024-06-26-2024/default.aspx", "title": "Micron — 2024 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2024-q4", "name": "Micron 2024 Q4", "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2024-09-25-2024/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 3.08, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2024 Q4", "source_date": "2024-09-25", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2024-09-25-2024/default.aspx", "title": "Micron — 2024 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2025-annual", "name": "Micron 2025 annual", "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2025-09-23-2025/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 13.8, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2025 annual", "source_date": "2025-09-23", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2025-09-23-2025/default.aspx", "title": "Micron — 2025 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2025-q1", "name": "Micron 2025 Q1", "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2025-12-18-2024/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 3.13, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2025 Q1", "source_date": "2024-12-18", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2024/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2025-12-18-2024/default.aspx", "title": "Micron — 2025 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2025-q2", "name": "Micron 2025 Q2", "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2025-03-20-2025/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 3.09, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2025 Q2", "source_date": "2025-03-20", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2025-03-20-2025/default.aspx", "title": "Micron — 2025 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2025-q3", "name": "Micron 2025 Q3", "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Third-Quarter-of-Fiscal-2025-06-25-2025/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 2.66, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2025 Q3", "source_date": "2025-06-25", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Third-Quarter-of-Fiscal-2025-06-25-2025/default.aspx", "title": "Micron — 2025 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2025-q4", "name": "Micron 2025 Q4", "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2025-09-23-2025/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 4.93, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2025 Q4", "source_date": "2025-09-23", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2025-09-23-2025/default.aspx", "title": "Micron — 2025 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2026-annual", "name": "Micron 2026 annual", "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 27.37, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2026 annual", "source_date": "2026-09-30", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx", "title": "Micron — 2026 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2026-q1", "name": "Micron 2026 Q1", "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2026-12-17-2025/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 4.5, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2026 Q1", "source_date": "2025-12-17", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-First-Quarter-of-Fiscal-2026-12-17-2025/default.aspx", "title": "Micron — 2026 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2026-q2", "name": "Micron 2026 Q2", "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2026-03-18-2026/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 5, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2026 Q2", "source_date": "2026-03-18", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Results-for-the-Second-Quarter-of-Fiscal-2026-03-18-2026/default.aspx", "title": "Micron — 2026 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2026-q3", "name": "Micron 2026 Q3", "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Results-for-the-Third-Quarter-of-Fiscal-2026/default.aspx", "summary": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 7.1, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2026 Q3", "source_date": "2026-06-24", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Results-for-the-Third-Quarter-of-Fiscal-2026/default.aspx", "title": "Micron — 2026 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "micron-2026-q4", "name": "Micron 2026 Q4", "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx", "summary": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Micron", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 10.77, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2026 Q4", "source_date": "2026-09-30", "basis": "Net capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Company-wide memory and storage capex, net of government incentives and PPE sale proceeds; supports HBM and other products. Headline rounding retained. Annual totals overlap quarters.", "series_url": null }, "sources": [ { "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx", "title": "Micron — 2026 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "microsoft-summary", "name": "Microsoft summary", "url": "https://www.microsoft.com/en-us/investor/events/fy-2027/earnings-fy-2027-q1", "summary": "Includes finance lease additions; cash payments have a different timing basis. Earnings call figures rounded to USD 0.1bn. The FY2027 useful-life update shifts some future data center leases to operating leases, affecting comparability. One summary only; see the dedicated hyperscaler series.", "tags": [ "hyperscaler", "capex" ], "fields": { "company": "Microsoft", "cohort": "Hyperscaler", "reading_type": "capex", "amount_bn": 45.2, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2027 Q1", "source_date": "2026-10-28", "basis": "With lease additions", "capacity_mw": null, "gpu_count": null, "note": "Includes finance lease additions; cash payments have a different timing basis. Earnings call figures rounded to USD 0.1bn. The FY2027 useful-life update shifts some future data center leases to operating leases, affecting comparability. One summary only; see the dedicated hyperscaler series.", "series_url": "https://hyperscalerscapex.com/company/microsoft/" }, "sources": [ { "url": "https://www.microsoft.com/en-us/investor/events/fy-2027/earnings-fy-2027-q1", "title": "Microsoft — summary", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://hyperscalerscapex.com/company/microsoft/", "title": "Dedicated hyperscaler company series", "accessed": "2026-11-11", "fields": [ "series_url" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2024-annual", "name": "Nebius 2024 annual", "url": "https://nebius.com/newsroom/nebius-group-n-v-announces-fourth-quarter-and-full-year-2024-financial-results", "summary": "Headline consolidated capex from financial results. Annual total overlaps quarterly readings; not an exclusively AI allocation.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.8081, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2024 annual", "source_date": "2025-02-20", "basis": "Reported capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Headline consolidated capex from financial results. Annual total overlaps quarterly readings; not an exclusively AI allocation.", "series_url": null }, "sources": [ { "url": "https://nebius.com/newsroom/nebius-group-n-v-announces-fourth-quarter-and-full-year-2024-financial-results", "title": "Nebius — 2024 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2024-q4", "name": "Nebius 2024 Q4", "url": "https://nebius.com/newsroom/nebius-group-n-v-announces-fourth-quarter-and-full-year-2024-financial-results", "summary": "Headline consolidated capex from financial results. Annual total overlaps quarterly readings; not an exclusively AI allocation.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.4176, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2024 Q4", "source_date": "2025-02-20", "basis": "Reported capital expenditures", "capacity_mw": null, "gpu_count": null, "note": "Headline consolidated capex from financial results. Annual total overlaps quarterly readings; not an exclusively AI allocation.", "series_url": null }, "sources": [ { "url": "https://nebius.com/newsroom/nebius-group-n-v-announces-fourth-quarter-and-full-year-2024-financial-results", "title": "Nebius — 2024 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2025-q1", "name": "Nebius 2025 Q1", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926059872/tm2614392d1_ex99-1.htm", "summary": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.5439, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q1", "source_date": "2026-05-13", "basis": "PPE + intangibles", "capacity_mw": null, "gpu_count": null, "note": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "series_url": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926059872/tm2614392d1_ex99-1.htm", "title": "Nebius — 2025 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2025-q2", "name": "Nebius 2025 Q2", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094568/tm2622968d1_ex99-1.htm", "summary": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.5106, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q2", "source_date": "2026-08-12", "basis": "PPE + intangibles", "capacity_mw": null, "gpu_count": null, "note": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "series_url": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094568/tm2622968d1_ex99-1.htm", "title": "Nebius — 2025 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2025-q3", "name": "Nebius 2025 Q3", "url": "https://assets.nebius.com/assets/a24c0d55-ba23-437c-a6bc-93cc2223cb01/20251111%20Nebius%20reports%20third%20quarter%202025%20financial%20results.pdf", "summary": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 0.9555, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q3", "source_date": "2025-11-11", "basis": "PPE + intangibles", "capacity_mw": null, "gpu_count": null, "note": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "series_url": null }, "sources": [ { "url": "https://assets.nebius.com/assets/a24c0d55-ba23-437c-a6bc-93cc2223cb01/20251111%20Nebius%20reports%20third%20quarter%202025%20financial%20results.pdf", "title": "Nebius — 2025 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2025-q4", "name": "Nebius 2025 Q4", "url": "https://assets.nebius.com/assets/2829268f-924f-4846-87b5-2365b7e58b41/Financial%20results_Q4%202025_11022026.pdf", "summary": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 2.056, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q4", "source_date": "2026-02-12", "basis": "PPE + intangibles", "capacity_mw": null, "gpu_count": null, "note": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "series_url": null }, "sources": [ { "url": "https://assets.nebius.com/assets/2829268f-924f-4846-87b5-2365b7e58b41/Financial%20results_Q4%202025_11022026.pdf", "title": "Nebius — 2025 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2026-q1", "name": "Nebius 2026 Q1", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926059872/tm2614392d1_ex99-1.htm", "summary": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 2.4729, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q1", "source_date": "2026-05-13", "basis": "PPE + intangibles", "capacity_mw": null, "gpu_count": null, "note": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "series_url": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926059872/tm2614392d1_ex99-1.htm", "title": "Nebius — 2026 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-2026-q2", "name": "Nebius 2026 Q2", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094568/tm2622968d1_ex99-1.htm", "summary": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "tags": [ "neocloud", "capex" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "capex", "amount_bn": 5.6574, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q2", "source_date": "2026-08-12", "basis": "PPE + intangibles", "capacity_mw": null, "gpu_count": null, "note": "Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.", "series_url": null }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094568/tm2622968d1_ex99-1.htm", "title": "Nebius — 2026 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-meta-contract", "name": "Nebius Meta contract", "url": "https://nebius.com/newsroom/nebius-reports-third-quarter-2025-financial-results", "summary": "Meta commitment to purchase AI infrastructure services; revenue contract value is not Nebius capital expenditure.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 3, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Five-year agreement", "source_date": "2025-11-11", "basis": "Customer cloud purchase commitment", "capacity_mw": null, "gpu_count": null, "note": "Meta commitment to purchase AI infrastructure services; revenue contract value is not Nebius capital expenditure.", "series_url": null }, "sources": [ { "url": "https://nebius.com/newsroom/nebius-reports-third-quarter-2025-financial-results", "title": "Nebius — Meta contract", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nebius-microsoft-contract", "name": "Nebius Microsoft contract", "url": "https://assets.nebius.com/assets/86625727-9e66-46c1-af79-c27d57434e3c/25-25580-1_Nebius%20Group%20N.V._6-K.pdf", "summary": "Microsoft contract subject to deployment and availability; optional additional services could raise value to USD 19.4bn. Not Nebius capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Nebius", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 17.4, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Five-year services through 2031", "source_date": "2025-09-08", "basis": "Customer cloud purchase commitment", "capacity_mw": null, "gpu_count": null, "note": "Microsoft contract subject to deployment and availability; optional additional services could raise value to USD 19.4bn. Not Nebius capex.", "series_url": null }, "sources": [ { "url": "https://assets.nebius.com/assets/86625727-9e66-46c1-af79-c27d57434e3c/25-25580-1_Nebius%20Group%20N.V._6-K.pdf", "title": "Nebius — Microsoft contract", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "nscale-uk-investment-plan", "name": "Nscale UK investment plan", "url": "https://www.nscale.com/press-releases/ai-hyperscaler-nscale-to-invest-gbp-2-billion-in-the-uk-data-centre-industry", "summary": "Headline GBP 2bn investment plan; body also provides a USD equivalent. Only GBP retained, with no separate FX-derived reading. Not reported cash capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Nscale", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 2, "amount_high_bn": null, "currency": "GBP", "qualifier": "Reported", "fiscal_period": "Three years from January 2025", "source_date": "2025-01-13", "basis": "Regional infrastructure investment plan", "capacity_mw": null, "gpu_count": null, "note": "Headline GBP 2bn investment plan; body also provides a USD equivalent. Only GBP retained, with no separate FX-derived reading. Not reported cash capex.", "series_url": null }, "sources": [ { "url": "https://www.nscale.com/press-releases/ai-hyperscaler-nscale-to-invest-gbp-2-billion-in-the-uk-data-centre-industry", "title": "Nscale — UK investment plan", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "ntt-data-global-data-center-plan", "name": "NTT DATA Global data center plan", "url": "https://www.nttdata.com/global/en/-/media/nttdataglobal/1_files/investors/integrated-report/fy2024_ar_p.pdf?rev=8681446e408a403a8888d62d00a358d7", "summary": "Projected global data center growth investment; includes colocation beyond AI. No AI-only allocation or current execution estimate inferred.", "tags": [ "telco", "commitment" ], "fields": { "company": "NTT DATA", "cohort": "Telco", "reading_type": "commitment", "amount_bn": 10, "amount_high_bn": null, "currency": "USD", "qualifier": "More than", "fiscal_period": "Development through FY2027", "source_date": null, "basis": "Data center growth investment plan", "capacity_mw": null, "gpu_count": null, "note": "Projected global data center growth investment; includes colocation beyond AI. No AI-only allocation or current execution estimate inferred.", "series_url": null }, "sources": [ { "url": "https://www.nttdata.com/global/en/-/media/nttdataglobal/1_files/investors/integrated-report/fy2024_ar_p.pdf?rev=8681446e408a403a8888d62d00a358d7", "title": "NTT DATA — Global data center plan", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-aws-expansion", "name": "OpenAI AWS expansion", "url": "https://openai.com/index/amazon-partnership/", "summary": "Incremental AWS agreement expands the existing USD 38bn commitment. Amazon equity investment is excluded from this reading.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 100, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "Eight-year expansion announced 2026", "source_date": "2026-02-27", "basis": "Cloud purchase extension", "capacity_mw": null, "gpu_count": null, "note": "Incremental AWS agreement expands the existing USD 38bn commitment. Amazon equity investment is excluded from this reading.", "series_url": null }, "sources": [ { "url": "https://openai.com/index/amazon-partnership/", "title": "OpenAI — AWS expansion", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] }, { "url": "https://www.aboutamazon.com/news/aws/amazon-open-ai-strategic-partnership-investment", "title": "Amazon — OpenAI strategic partnership expansion", "accessed": "2026-11-11", "fields": [ "amount_bn", "currency", "fiscal_period", "source_date", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-aws-initial", "name": "OpenAI AWS initial", "url": "https://openai.com/index/aws-and-openai-partnership/", "summary": "AWS compute purchase commitment, not OpenAI capex. Subsequent expansion is recorded separately.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 38, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "Seven years from November 2025", "source_date": "2025-11-03", "basis": "Cloud purchase agreement", "capacity_mw": null, "gpu_count": null, "note": "AWS compute purchase commitment, not OpenAI capex. Subsequent expansion is recorded separately.", "series_url": null }, "sources": [ { "url": "https://openai.com/index/aws-and-openai-partnership/", "title": "OpenAI — AWS initial", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-coreweave-initial", "name": "OpenAI CoreWeave initial", "url": "https://coreweave.com/news/coreweave-announces-agreement-with-openai-to-deliver-ai-infrastructure", "summary": "OpenAI customer commitment to CoreWeave, up to stated value; not CoreWeave capital expenditure. Later extensions are separate incremental orders.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 11.9, "amount_high_bn": null, "currency": "USD", "qualifier": "Up to", "fiscal_period": "Multi-year agreement announced March 2025", "source_date": "2025-03-10", "basis": "Cloud purchase agreement", "capacity_mw": null, "gpu_count": null, "note": "OpenAI customer commitment to CoreWeave, up to stated value; not CoreWeave capital expenditure. Later extensions are separate incremental orders.", "series_url": null }, "sources": [ { "url": "https://coreweave.com/news/coreweave-announces-agreement-with-openai-to-deliver-ai-infrastructure", "title": "OpenAI — CoreWeave initial", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-coreweave-may-extension", "name": "OpenAI CoreWeave May extension", "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/default.aspx", "summary": "Incremental OpenAI order disclosed retrospectively in September release; overlaps the aggregate CoreWeave relationship. Not realised capex.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 4, "amount_high_bn": null, "currency": "USD", "qualifier": "Up to", "fiscal_period": "Expansion announced May 2025", "source_date": "2025-09-25", "basis": "Cloud purchase extension", "capacity_mw": null, "gpu_count": null, "note": "Incremental OpenAI order disclosed retrospectively in September release; overlaps the aggregate CoreWeave relationship. Not realised capex.", "series_url": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/default.aspx", "title": "OpenAI — CoreWeave May extension", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-coreweave-september-extension", "name": "OpenAI CoreWeave September extension", "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/default.aspx", "summary": "Incremental OpenAI purchase commitment; contractual delivery conditions apply. Not realised capex and included in aggregate relationship value.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 6.5, "amount_high_bn": null, "currency": "USD", "qualifier": "Up to", "fiscal_period": "Expansion announced September 2025", "source_date": "2025-09-25", "basis": "Cloud purchase extension", "capacity_mw": null, "gpu_count": null, "note": "Incremental OpenAI purchase commitment; contractual delivery conditions apply. Not realised capex and included in aggregate relationship value.", "series_url": null }, "sources": [ { "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/default.aspx", "title": "OpenAI — CoreWeave September extension", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-oracle-partnership", "name": "OpenAI Oracle partnership", "url": "https://group.softbank/en/news/press/20250924", "summary": "Partnership exceeds USD 300bn; included within Stargate. This is a commitment announcement, not audited capital expenditure.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 300, "amount_high_bn": null, "currency": "USD", "qualifier": "More than", "fiscal_period": "Five-year partnership", "source_date": "2025-09-24", "basis": "Cloud infrastructure partnership", "capacity_mw": null, "gpu_count": null, "note": "Partnership exceeds USD 300bn; included within Stargate. This is a commitment announcement, not audited capital expenditure.", "series_url": null }, "sources": [ { "url": "https://group.softbank/en/news/press/20250924", "title": "OpenAI — Oracle partnership", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-stargate-launch", "name": "OpenAI Stargate launch", "url": "https://group.softbank/en/news/press/20250122", "summary": "Stargate partners intend to invest this amount; not an OpenAI balance-sheet capex figure. Includes projects and supplier contracts elsewhere in this ledger.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 500, "amount_high_bn": null, "currency": "USD", "qualifier": "Intended", "fiscal_period": "Four-year announced plan", "source_date": "2025-01-22", "basis": "Joint infrastructure investment plan", "capacity_mw": null, "gpu_count": null, "note": "Stargate partners intend to invest this amount; not an OpenAI balance-sheet capex figure. Includes projects and supplier contracts elsewhere in this ledger.", "series_url": null }, "sources": [ { "url": "https://group.softbank/en/news/press/20250122", "title": "OpenAI — Stargate launch", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "openai-stargate-september-pipeline", "name": "OpenAI Stargate September pipeline", "url": "https://openai.com/index/five-new-stargate-sites/", "summary": "Announced Stargate investment pipeline above USD 400bn, nested within the launch target. Includes Oracle and CoreWeave projects; do not add to the launch plan.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "OpenAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 400, "amount_high_bn": null, "currency": "USD", "qualifier": "More than", "fiscal_period": "Three-year investment pipeline", "source_date": "2025-09-23", "basis": "Joint infrastructure investment plan", "capacity_mw": null, "gpu_count": null, "note": "Announced Stargate investment pipeline above USD 400bn, nested within the launch target. Includes Oracle and CoreWeave projects; do not add to the launch plan.", "series_url": null }, "sources": [ { "url": "https://openai.com/index/five-new-stargate-sites/", "title": "OpenAI — Stargate September pipeline", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "oracle-summary", "name": "Oracle summary", "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues/default.aspx", "summary": "GAAP cash flow capex, before the separate financing and customer-prepayment adjustments used in Oracle’s net cash outlay measure. One summary only; see the dedicated hyperscaler series.", "tags": [ "hyperscaler", "capex" ], "fields": { "company": "Oracle", "cohort": "Hyperscaler", "reading_type": "capex", "amount_bn": 28.499, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "FY2027 Q1", "source_date": "2026-09-10", "basis": "Cash PPE", "capacity_mw": null, "gpu_count": null, "note": "GAAP cash flow capex, before the separate financing and customer-prepayment adjustments used in Oracle’s net cash outlay measure. One summary only; see the dedicated hyperscaler series.", "series_url": "https://hyperscalerscapex.com/company/oracle/" }, "sources": [ { "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues/default.aspx", "title": "Oracle — summary", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://hyperscalerscapex.com/company/oracle/", "title": "Dedicated hyperscaler company series", "accessed": "2026-11-11", "fields": [ "series_url" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "samsung-2023-annual", "name": "Samsung 2023 annual", "url": "https://news.samsung.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2023-results", "summary": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Samsung", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 48400, "amount_high_bn": null, "currency": "KRW", "qualifier": "Reported", "fiscal_period": "2023 annual", "source_date": "2024-01-31", "basis": "Device Solutions capex", "capacity_mw": null, "gpu_count": null, "note": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "series_url": null }, "sources": [ { "url": "https://news.samsung.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2023-results", "title": "Samsung — 2023 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "samsung-2023-q1", "name": "Samsung 2023 Q1", "url": "https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2023-results", "summary": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Samsung", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 9800, "amount_high_bn": null, "currency": "KRW", "qualifier": "Reported", "fiscal_period": "2023 Q1", "source_date": "2023-04-27", "basis": "Device Solutions capex", "capacity_mw": null, "gpu_count": null, "note": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "series_url": null }, "sources": [ { "url": "https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2023-results", "title": "Samsung — 2023 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "samsung-2023-q4", "name": "Samsung 2023 Q4", "url": "https://news.samsung.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2023-results", "summary": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Samsung", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 14900, "amount_high_bn": null, "currency": "KRW", "qualifier": "Reported", "fiscal_period": "2023 Q4", "source_date": "2024-01-31", "basis": "Device Solutions capex", "capacity_mw": null, "gpu_count": null, "note": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "series_url": null }, "sources": [ { "url": "https://news.samsung.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2023-results", "title": "Samsung — 2023 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "samsung-2024-annual", "name": "Samsung 2024 annual", "url": "https://news.samsung.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2024-results", "summary": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Samsung", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 46300, "amount_high_bn": null, "currency": "KRW", "qualifier": "Reported", "fiscal_period": "2024 annual", "source_date": "2025-01-31", "basis": "Device Solutions capex", "capacity_mw": null, "gpu_count": null, "note": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "series_url": null }, "sources": [ { "url": "https://news.samsung.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2024-results", "title": "Samsung — 2024 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "samsung-2024-q1", "name": "Samsung 2024 Q1", "url": "https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2024-results", "summary": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "Samsung", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 9700, "amount_high_bn": null, "currency": "KRW", "qualifier": "Reported", "fiscal_period": "2024 Q1", "source_date": "2024-04-30", "basis": "Device Solutions capex", "capacity_mw": null, "gpu_count": null, "note": "Semiconductor division only; includes memory and foundry beyond AI. Source KRW trillions multiplied by 1,000 to KRW billions. Annual totals overlap quarterly readings. Display division excluded.", "series_url": null }, "sources": [ { "url": "https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2024-results", "title": "Samsung — 2024 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "saudi-humain-amd-infrastructure", "name": "Saudi HUMAIN AMD infrastructure", "url": "https://ir.amd.com/news-events/press-releases/detail/1250/amd-and-humain-form-strategic-10b-collaboration-to-advance-global-ai", "summary": "AMD and HUMAIN collaboration to invest up to USD 10bn in AI infrastructure across Saudi Arabia and the US. Joint private investment commitment under sovereign-backed programme.", "tags": [ "sovereign", "commitment" ], "fields": { "company": "Saudi HUMAIN", "cohort": "Sovereign", "reading_type": "commitment", "amount_bn": 10, "amount_high_bn": null, "currency": "USD", "qualifier": "Up to", "fiscal_period": "Five-year collaboration", "source_date": "2025-05-13", "basis": "Joint infrastructure investment plan", "capacity_mw": null, "gpu_count": null, "note": "AMD and HUMAIN collaboration to invest up to USD 10bn in AI infrastructure across Saudi Arabia and the US. Joint private investment commitment under sovereign-backed programme.", "series_url": null }, "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1250/amd-and-humain-form-strategic-10b-collaboration-to-advance-global-ai", "title": "Saudi HUMAIN — AMD infrastructure", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "saudi-humain-aws-ai-zone", "name": "Saudi HUMAIN AWS AI zone", "url": "https://www.aboutamazon.com/news/company-news/amazon-aws-humain-ai-investment-in-saudi-arabia", "summary": "HUMAIN and AWS joint investment above USD 5bn in AI infrastructure, services and training. Not an audited Saudi government budget or HUMAIN cash capex.", "tags": [ "sovereign", "commitment" ], "fields": { "company": "Saudi HUMAIN", "cohort": "Sovereign", "reading_type": "commitment", "amount_bn": 5, "amount_high_bn": null, "currency": "USD", "qualifier": "More than", "fiscal_period": "Partnership announced May 2025", "source_date": null, "basis": "Joint AI investment plan", "capacity_mw": null, "gpu_count": null, "note": "HUMAIN and AWS joint investment above USD 5bn in AI infrastructure, services and training. Not an audited Saudi government budget or HUMAIN cash capex.", "series_url": null }, "sources": [ { "url": "https://www.aboutamazon.com/news/company-news/amazon-aws-humain-ai-investment-in-saudi-arabia", "title": "Saudi HUMAIN — AWS AI zone", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "saudi-humain-nvidia-factories", "name": "Saudi HUMAIN NVIDIA factories", "url": "https://nvidianews.nvidia.com/news/humain-and-nvidia-announce-strategic-partnership-to-build-ai-factories-of-the-future-in-saudi-arabia/", "summary": "HUMAIN and NVIDIA projected AI factory capacity of up to 500MW. Monetary value not disclosed; not added to AMD or AWS partnership values.", "tags": [ "sovereign", "commitment" ], "fields": { "company": "Saudi HUMAIN", "cohort": "Sovereign", "reading_type": "commitment", "amount_bn": null, "amount_high_bn": null, "currency": null, "qualifier": "Up to", "fiscal_period": "Projected over five years", "source_date": "2025-05-13", "basis": "Announced sovereign-backed AI capacity", "capacity_mw": 500, "gpu_count": null, "note": "HUMAIN and NVIDIA projected AI factory capacity of up to 500MW. Monetary value not disclosed; not added to AMD or AWS partnership values.", "series_url": null }, "sources": [ { "url": "https://nvidianews.nvidia.com/news/humain-and-nvidia-announce-strategic-partnership-to-build-ai-factories-of-the-future-in-saudi-arabia/", "title": "Saudi HUMAIN — NVIDIA factories", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "qualifier", "fiscal_period", "source_date", "basis", "capacity_mw", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "singtel-fy2026-growth-investment", "name": "Singtel FY2026 growth investment", "url": "https://www.singtel.com/about-us/media-centre/news-releases/singtel-post-fy25-net-profit", "summary": "Investment outlook for data centers, AI, digitalisation and satellites combined. No allocation to AI alone; not actual capex.", "tags": [ "telco", "guidance" ], "fields": { "company": "Singtel", "cohort": "Telco", "reading_type": "guidance", "amount_bn": 0.8, "amount_high_bn": null, "currency": "SGD", "qualifier": "Reported", "fiscal_period": "Outlook in FY2025 results", "source_date": "2025-05-22", "basis": "Data centers and adjacent growth capex guidance", "capacity_mw": null, "gpu_count": null, "note": "Investment outlook for data centers, AI, digitalisation and satellites combined. No allocation to AI alone; not actual capex.", "series_url": null }, "sources": [ { "url": "https://www.singtel.com/about-us/media-centre/news-releases/singtel-post-fy25-net-profit", "title": "Singtel — FY2026 growth investment", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] }, { "url": "https://links.sgx.com/1.0.0/corporate-announcements/E338G2QBE46MMW9R/846364_FY25-NR-Singtel.pdf", "title": "Singtel FY25 results news release (SGX)", "accessed": "2026-11-11", "fields": [ "amount_bn", "currency", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "sk-hynix-indiana-packaging", "name": "SK hynix Indiana packaging", "url": "https://news.skhynix.com/en/sk-hynix-signs-investment-agreement-of-advanced-chip-packaging-with-indiana/", "summary": "Planned advanced packaging and R&D investment in Indiana supporting AI memory; not reported cash capex.", "tags": [ "chipmaker", "commitment" ], "fields": { "company": "SK hynix", "cohort": "Chipmaker", "reading_type": "commitment", "amount_bn": 3.87, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Buildout announced 2024", "source_date": "2024-04-03", "basis": "Advanced packaging investment plan", "capacity_mw": null, "gpu_count": null, "note": "Planned advanced packaging and R&D investment in Indiana supporting AI memory; not reported cash capex.", "series_url": null }, "sources": [ { "url": "https://news.skhynix.com/en/sk-hynix-signs-investment-agreement-of-advanced-chip-packaging-with-indiana/", "title": "SK hynix — Indiana packaging", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "sk-hynix-m15x-plan", "name": "SK hynix M15X plan", "url": "https://news.skhynix.com/en/sk-hynix-to-produce-dram-from-m15x-in-cheongju/", "summary": "More than KRW 20tn for M15X DRAM/HBM fab and equipment; planned investment, not cash capex.", "tags": [ "chipmaker", "commitment" ], "fields": { "company": "SK hynix", "cohort": "Chipmaker", "reading_type": "commitment", "amount_bn": 20000, "amount_high_bn": null, "currency": "KRW", "qualifier": "More than", "fiscal_period": "Buildout announced 2024", "source_date": "2024-04-24", "basis": "Fab and equipment investment plan", "capacity_mw": null, "gpu_count": null, "note": "More than KRW 20tn for M15X DRAM/HBM fab and equipment; planned investment, not cash capex.", "series_url": null }, "sources": [ { "url": "https://news.skhynix.com/en/sk-hynix-to-produce-dram-from-m15x-in-cheongju/", "title": "SK hynix — M15X plan", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "sk-hynix-yongin-plan", "name": "SK hynix Yongin plan", "url": "https://news.skhynix.com/en/sk-hynix-to-produce-dram-from-m15x-in-cheongju/", "summary": "KRW 120tn historical investment plan for Yongin cluster. Source vintage retained; not a current cost estimate or realised spending.", "tags": [ "chipmaker", "commitment" ], "fields": { "company": "SK hynix", "cohort": "Chipmaker", "reading_type": "commitment", "amount_bn": 120000, "amount_high_bn": null, "currency": "KRW", "qualifier": "Approximately", "fiscal_period": "Multi-year plan as disclosed 2024", "source_date": "2024-04-24", "basis": "Semiconductor cluster investment plan", "capacity_mw": null, "gpu_count": null, "note": "KRW 120tn historical investment plan for Yongin cluster. Source vintage retained; not a current cost estimate or realised spending.", "series_url": null }, "sources": [ { "url": "https://news.skhynix.com/en/sk-hynix-to-produce-dram-from-m15x-in-cheongju/", "title": "SK hynix — Yongin plan", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "softbank-corp-ai-platform-2023-plan", "name": "SoftBank Corp AI platform 2023 plan", "url": "https://www.softbank.jp/en/corp/set/data/ir/documents/presentations/fy2023/results/pdf/sbkk_earnings_presentation_20230804_en.pdf", "summary": "SoftBank Corp plan for domestic generative AI compute platform. Prospective announced investment; separate from SoftBank Group equity funding of OpenAI.", "tags": [ "telco", "commitment" ], "fields": { "company": "SoftBank Corp", "cohort": "Telco", "reading_type": "commitment", "amount_bn": 20, "amount_high_bn": null, "currency": "JPY", "qualifier": "Approximately", "fiscal_period": "Platform launch planned autumn 2023", "source_date": "2023-08-04", "basis": "AI infrastructure investment plan", "capacity_mw": null, "gpu_count": null, "note": "SoftBank Corp plan for domestic generative AI compute platform. Prospective announced investment; separate from SoftBank Group equity funding of OpenAI.", "series_url": null }, "sources": [ { "url": "https://www.softbank.jp/en/corp/set/data/ir/documents/presentations/fy2023/results/pdf/sbkk_earnings_presentation_20230804_en.pdf", "title": "SoftBank Corp — AI platform 2023 plan", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "softbank-corp-ai-platform-expansion", "name": "SoftBank Corp AI platform expansion", "url": "https://www.softbank.jp/en/corp/set/data/ir/documents/financial_reports/fy2024/pdf/sbkk_financial_report_20240806_en.pdf", "summary": "Planned expansion of AI computing platforms at domestic sites. Source describes a capex plan, not an actual-spending reconciliation; subsidy is not added to the plan.", "tags": [ "telco", "commitment" ], "fields": { "company": "SoftBank Corp", "cohort": "Telco", "reading_type": "commitment", "amount_bn": 150, "amount_high_bn": null, "currency": "JPY", "qualifier": "Approximately", "fiscal_period": "Fiscal years ending March 2025 and 2026", "source_date": "2024-08-06", "basis": "AI infrastructure investment plan", "capacity_mw": null, "gpu_count": null, "note": "Planned expansion of AI computing platforms at domestic sites. Source describes a capex plan, not an actual-spending reconciliation; subsidy is not added to the plan.", "series_url": null }, "sources": [ { "url": "https://www.softbank.jp/en/corp/set/data/ir/documents/financial_reports/fy2024/pdf/sbkk_financial_report_20240806_en.pdf", "title": "SoftBank Corp — AI platform expansion", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "south-korea-ai-2025-budget", "name": "South Korea AI 2025 budget", "url": "https://www.msit.go.kr/eng/bbs/view.do?bbsSeqNo=42&mId=4&nttSeqNo=1205&sCode=eng", "summary": "Government AI budget comparator in the 2026 work-plan disclosure; covers more than compute hardware. Not reported cash capex.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "South Korea", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 3000, "amount_high_bn": null, "currency": "KRW", "qualifier": "Reported", "fiscal_period": "2025", "source_date": null, "basis": "National AI budget", "capacity_mw": null, "gpu_count": null, "note": "Government AI budget comparator in the 2026 work-plan disclosure; covers more than compute hardware. Not reported cash capex.", "series_url": null }, "sources": [ { "url": "https://www.msit.go.kr/eng/bbs/view.do?bbsSeqNo=42&mId=4&nttSeqNo=1205&sCode=eng", "title": "South Korea — AI 2025 budget", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "south-korea-ai-2026-budget", "name": "South Korea AI 2026 budget", "url": "https://www.msit.go.kr/eng/bbs/view.do?bbsSeqNo=42&mId=4&nttSeqNo=1205&sCode=eng", "summary": "Government AI budget in the 2026 work-plan disclosure, distinct from earlier KRW 10.1tn proposal. No assumption that the entire budget buys infrastructure.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "South Korea", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 9900, "amount_high_bn": null, "currency": "KRW", "qualifier": "Reported", "fiscal_period": "2026", "source_date": null, "basis": "National AI budget", "capacity_mw": null, "gpu_count": null, "note": "Government AI budget in the 2026 work-plan disclosure, distinct from earlier KRW 10.1tn proposal. No assumption that the entire budget buys infrastructure.", "series_url": null }, "sources": [ { "url": "https://www.msit.go.kr/eng/bbs/view.do?bbsSeqNo=42&mId=4&nttSeqNo=1205&sCode=eng", "title": "South Korea — AI 2026 budget", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "terawulf-fluidstack-lake-mariner", "name": "TeraWulf Fluidstack Lake Mariner", "url": "https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with-fluidstack", "summary": "Contracted Fluidstack revenue for two Lake Mariner leases. Optional extensions and Google backstop excluded; not TeraWulf capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "TeraWulf", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": 3.7, "amount_high_bn": null, "currency": "USD", "qualifier": "Approximately", "fiscal_period": "Ten-year base leases", "source_date": "2025-08-14", "basis": "Customer lease commitments", "capacity_mw": null, "gpu_count": null, "note": "Contracted Fluidstack revenue for two Lake Mariner leases. Optional extensions and Google backstop excluded; not TeraWulf capex.", "series_url": null }, "sources": [ { "url": "https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with-fluidstack", "title": "TeraWulf — Fluidstack Lake Mariner", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "together-ai-hypertec-blackwell-cluster", "name": "Together AI Hypertec Blackwell cluster", "url": "https://www.together.ai/blog/nvidia-gb200-together-gpu-cluster-36k", "summary": "Together AI and Hypertec announced a GB200 cluster; no monetary spend disclosed. GPU count describes planned deployment, not verified installed capacity.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Together AI", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": null, "amount_high_bn": null, "currency": null, "qualifier": "Planned", "fiscal_period": "Deployment starting Q1 2025", "source_date": "2024-11-18", "basis": "Announced GPU cluster buildout", "capacity_mw": null, "gpu_count": 36000, "note": "Together AI and Hypertec announced a GB200 cluster; no monetary spend disclosed. GPU count describes planned deployment, not verified installed capacity.", "series_url": null }, "sources": [ { "url": "https://www.together.ai/blog/nvidia-gb200-together-gpu-cluster-36k", "title": "Together AI — Hypertec Blackwell cluster", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "qualifier", "fiscal_period", "source_date", "basis", "gpu_count", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2023-annual", "name": "TSMC 2023 annual", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "summary": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 30.45, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2023 annual", "source_date": "2024-01-18", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "title": "TSMC — 2023 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2023-q1", "name": "TSMC 2023 Q1", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "summary": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 9.94, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2023 Q1", "source_date": "2024-01-18", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "title": "TSMC — 2023 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2023-q2", "name": "TSMC 2023 Q2", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "summary": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 8.17, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2023 Q2", "source_date": "2024-01-18", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "title": "TSMC — 2023 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2023-q3", "name": "TSMC 2023 Q3", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "summary": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 7.1, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2023 Q3", "source_date": "2024-01-18", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "title": "TSMC — 2023 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2023-q4", "name": "TSMC 2023 Q4", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "summary": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 5.24, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2023 Q4", "source_date": "2024-01-18", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/894c1f6b900634fd7f369ef213bdfbf11c617297/4Q23ManagementReport.pdf", "title": "TSMC — 2023 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2024-annual", "name": "TSMC 2024 annual", "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "summary": "Annual total overlaps the quarterly readings. Foundry-wide capex; no AI-only allocation. Management report section V.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 29.76, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2024", "source_date": "2025-01-16", "basis": "Consolidated annual capex", "capacity_mw": null, "gpu_count": null, "note": "Annual total overlaps the quarterly readings. Foundry-wide capex; no AI-only allocation. Management report section V.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "title": "TSMC — 2024 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2024-q1", "name": "TSMC 2024 Q1", "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 5.77, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2024 Q1", "source_date": "2025-01-16", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "title": "TSMC — 2024 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2024-q2", "name": "TSMC 2024 Q2", "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 6.36, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2024 Q2", "source_date": "2025-01-16", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "title": "TSMC — 2024 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2024-q3", "name": "TSMC 2024 Q3", "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 6.4, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2024 Q3", "source_date": "2025-01-16", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "title": "TSMC — 2024 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2024-q4", "name": "TSMC 2024 Q4", "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 11.23, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2024 Q4", "source_date": "2025-01-16", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/qr/phase4_reports/2025-01/aecc9a6fffb8a1f01f8151e475ad0391860fd7a8/4Q24ManagementReport.pdf", "title": "TSMC — 2024 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2025-annual", "name": "TSMC 2025 annual", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "summary": "Annual total overlaps the quarterly readings. Foundry-wide capex; no AI-only allocation. Management report section V.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 40.9, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025", "source_date": "2026-01-15", "basis": "Consolidated annual capex", "capacity_mw": null, "gpu_count": null, "note": "Annual total overlaps the quarterly readings. Foundry-wide capex; no AI-only allocation. Management report section V.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "title": "TSMC — 2025 annual", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2025-q1", "name": "TSMC 2025 Q1", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 10.06, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q1", "source_date": "2026-01-15", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "title": "TSMC — 2025 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2025-q2", "name": "TSMC 2025 Q2", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 9.63, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q2", "source_date": "2026-01-15", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "title": "TSMC — 2025 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2025-q3", "name": "TSMC 2025 Q3", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 9.7, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q3", "source_date": "2026-01-15", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "title": "TSMC — 2025 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2025-q4", "name": "TSMC 2025 Q4", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 11.51, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2025 Q4", "source_date": "2026-01-15", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/00fe50f72b38d74e6b9b066398f020f337cd4e9d/4Q25%20Management%20Report.pdf", "title": "TSMC — 2025 Q4", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2026-january-outlook", "name": "TSMC 2026 January outlook", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/3e49621566a3ca53bdf8aee2586929b666c17fd6/4Q25EarningsRelease.pdf", "summary": "January 2026 forecast vintage; may be adjusted later. Company-wide capex plan overlaps actual quarterly spending and is not presented as current guidance.", "tags": [ "chipmaker", "guidance" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "guidance", "amount_bn": 52, "amount_high_bn": 56, "currency": "USD", "qualifier": "Range", "fiscal_period": "2026", "source_date": "2026-01-15", "basis": "Annual capital budget forecast", "capacity_mw": null, "gpu_count": null, "note": "January 2026 forecast vintage; may be adjusted later. Company-wide capex plan overlaps actual quarterly spending and is not presented as current guidance.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/3e49621566a3ca53bdf8aee2586929b666c17fd6/4Q25EarningsRelease.pdf", "title": "TSMC — 2026 January outlook", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "amount_high_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2026-q1", "name": "TSMC 2026 Q1", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/f83780000ddc0c3b48e57a87eab6814c4ab35058/3Q26%20ManagementReport.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 11.1, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q1", "source_date": "2026-10-15", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/f83780000ddc0c3b48e57a87eab6814c4ab35058/3Q26%20ManagementReport.pdf", "title": "TSMC — 2026 Q1", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2026-q2", "name": "TSMC 2026 Q2", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/f83780000ddc0c3b48e57a87eab6814c4ab35058/3Q26%20ManagementReport.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 15.7, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q2", "source_date": "2026-10-15", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/f83780000ddc0c3b48e57a87eab6814c4ab35058/3Q26%20ManagementReport.pdf", "title": "TSMC — 2026 Q2", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "tsmc-2026-q3", "name": "TSMC 2026 Q3", "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/f83780000ddc0c3b48e57a87eab6814c4ab35058/3Q26%20ManagementReport.pdf", "summary": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "tags": [ "chipmaker", "capex" ], "fields": { "company": "TSMC", "cohort": "Chipmaker", "reading_type": "capex", "amount_bn": 13.84, "amount_high_bn": null, "currency": "USD", "qualifier": "Reported", "fiscal_period": "2026 Q3", "source_date": "2026-10-15", "basis": "Consolidated capex", "capacity_mw": null, "gpu_count": null, "note": "Foundry-wide expenditure supporting advanced logic and packaging as well as non-AI chips; no AI-only allocation. Management report section V, company-reported USD.", "series_url": null }, "sources": [ { "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/f83780000ddc0c3b48e57a87eab6814c4ab35058/3Q26%20ManagementReport.pdf", "title": "TSMC — 2026 Q3", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "united-arab-emirates-stargate-uae", "name": "United Arab Emirates Stargate UAE", "url": "https://openai.com/index/introducing-stargate-uae/", "summary": "Planned 1GW Stargate UAE cluster in Abu Dhabi, including a 200MW initial phase. No standalone dollar value stated; broad UAE US investment pledges excluded.", "tags": [ "sovereign", "commitment" ], "fields": { "company": "United Arab Emirates", "cohort": "Sovereign", "reading_type": "commitment", "amount_bn": null, "amount_high_bn": null, "currency": null, "qualifier": "Planned", "fiscal_period": "First phase expected 2026", "source_date": "2025-05-22", "basis": "Announced sovereign AI cluster", "capacity_mw": 1000, "gpu_count": null, "note": "Planned 1GW Stargate UAE cluster in Abu Dhabi, including a 200MW initial phase. No standalone dollar value stated; broad UAE US investment pledges excluded.", "series_url": null }, "sources": [ { "url": "https://openai.com/index/introducing-stargate-uae/", "title": "United Arab Emirates — Stargate UAE", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "qualifier", "fiscal_period", "source_date", "basis", "capacity_mw", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "united-kingdom-airr-expansion", "name": "United Kingdom AIRR expansion", "url": "https://www.gov.uk/government/publications/uk-compute-roadmap/uk-compute-roadmap", "summary": "More than GBP 1bn for AIRR expansion, within the public compute ecosystem budget. Not additive to the roadmap envelope.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "United Kingdom", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 1, "amount_high_bn": null, "currency": "GBP", "qualifier": "More than", "fiscal_period": "Expansion through 2030", "source_date": "2026-04-23", "basis": "AI Research Resource budget component", "capacity_mw": null, "gpu_count": null, "note": "More than GBP 1bn for AIRR expansion, within the public compute ecosystem budget. Not additive to the roadmap envelope.", "series_url": null }, "sources": [ { "url": "https://www.gov.uk/government/publications/uk-compute-roadmap/uk-compute-roadmap", "title": "United Kingdom — AIRR expansion", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "united-kingdom-airr-initial-envelope", "name": "United Kingdom AIRR initial envelope", "url": "https://www.gov.uk/government/news/technology-secretary-announces-investment-boost-making-british-ai-supercomputing-30-times-more-powerful", "summary": "Initial AIRR investment envelope increased from earlier GBP 100m. Includes Isambard-AI component; historic budget vintage.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "United Kingdom", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 0.3, "amount_high_bn": null, "currency": "GBP", "qualifier": "Reported", "fiscal_period": "Announcement November 2023", "source_date": "2023-11-01", "basis": "Public AI compute budget", "capacity_mw": null, "gpu_count": null, "note": "Initial AIRR investment envelope increased from earlier GBP 100m. Includes Isambard-AI component; historic budget vintage.", "series_url": null }, "sources": [ { "url": "https://www.gov.uk/government/news/technology-secretary-announces-investment-boost-making-british-ai-supercomputing-30-times-more-powerful", "title": "United Kingdom — AIRR initial envelope", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "united-kingdom-compute-roadmap-envelope", "name": "United Kingdom Compute roadmap envelope", "url": "https://www.gov.uk/government/publications/uk-compute-roadmap/uk-compute-roadmap", "summary": "Roadmap envelope includes AIRR expansion and Edinburgh supercomputer. Components below overlap this budget. Updated source vintage retained.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "United Kingdom", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 2, "amount_high_bn": null, "currency": "GBP", "qualifier": "Up to", "fiscal_period": "Through 2030", "source_date": "2026-04-23", "basis": "Public compute ecosystem budget", "capacity_mw": null, "gpu_count": null, "note": "Roadmap envelope includes AIRR expansion and Edinburgh supercomputer. Components below overlap this budget. Updated source vintage retained.", "series_url": null }, "sources": [ { "url": "https://www.gov.uk/government/publications/uk-compute-roadmap/uk-compute-roadmap", "title": "United Kingdom — Compute roadmap envelope", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "united-kingdom-edinburgh-supercomputer", "name": "United Kingdom Edinburgh supercomputer", "url": "https://www.gov.uk/government/publications/uk-compute-roadmap/uk-compute-roadmap", "summary": "Up to GBP 750m for Edinburgh national supercomputer service; broader HPC as well as AI. Included within roadmap envelope.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "United Kingdom", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 0.75, "amount_high_bn": null, "currency": "GBP", "qualifier": "Up to", "fiscal_period": "New national supercomputer service", "source_date": "2026-04-23", "basis": "Public compute budget component", "capacity_mw": null, "gpu_count": null, "note": "Up to GBP 750m for Edinburgh national supercomputer service; broader HPC as well as AI. Included within roadmap envelope.", "series_url": null }, "sources": [ { "url": "https://www.gov.uk/government/publications/uk-compute-roadmap/uk-compute-roadmap", "title": "United Kingdom — Edinburgh supercomputer", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "united-kingdom-isambard-ai-allocation", "name": "United Kingdom Isambard AI allocation", "url": "https://www.gov.uk/government/news/technology-secretary-announces-investment-boost-making-british-ai-supercomputing-30-times-more-powerful", "summary": "Bristol Isambard-AI allocation within the initial AIRR envelope. Budget announcement, not audited actual expenditure.", "tags": [ "sovereign", "programme-budget" ], "fields": { "company": "United Kingdom", "cohort": "Sovereign", "reading_type": "programme budget", "amount_bn": 0.225, "amount_high_bn": null, "currency": "GBP", "qualifier": "Reported", "fiscal_period": "Announcement November 2023", "source_date": "2023-11-01", "basis": "Public AI supercomputer budget component", "capacity_mw": null, "gpu_count": null, "note": "Bristol Isambard-AI allocation within the initial AIRR envelope. Budget announcement, not audited actual expenditure.", "series_url": null }, "sources": [ { "url": "https://www.gov.uk/government/news/technology-secretary-announces-investment-boost-making-british-ai-supercomputing-30-times-more-powerful", "title": "United Kingdom — Isambard AI allocation", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "vultr-chennai-expansion", "name": "Vultr Chennai expansion", "url": "https://blogs.vultr.com/chennai-cloud-data-center-region", "summary": "Chennai AMD MI355X supercluster initial capacity; investment amount not disclosed. Capacity is not converted into estimated capex.", "tags": [ "neocloud", "commitment" ], "fields": { "company": "Vultr", "cohort": "Neocloud", "reading_type": "commitment", "amount_bn": null, "amount_high_bn": null, "currency": null, "qualifier": "Planned", "fiscal_period": "Initial deployment announced October 2026", "source_date": "2026-10-21", "basis": "Announced AI capacity deployment", "capacity_mw": 20, "gpu_count": null, "note": "Chennai AMD MI355X supercluster initial capacity; investment amount not disclosed. Capacity is not converted into estimated capex.", "series_url": null }, "sources": [ { "url": "https://blogs.vultr.com/chennai-cloud-data-center-region", "title": "Vultr — Chennai expansion", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "qualifier", "fiscal_period", "source_date", "basis", "capacity_mw", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false }, { "id": "xai-spacex-southaven-investment", "name": "xAI Southaven investment", "url": "https://governorreeves.ms.gov/tech-leader-xai-investing-more-than-20-billion-in-southaven/", "summary": "Mississippi’s governor announced a corporate investment exceeding USD 20bn by xAI in Southaven. Announced project value, recorded as a commitment.", "tags": [ "ai-lab", "commitment" ], "fields": { "company": "xAI", "cohort": "AI lab", "reading_type": "commitment", "amount_bn": 20, "amount_high_bn": null, "currency": "USD", "qualifier": "More than", "fiscal_period": "Project announced January 2026", "source_date": "2026-01-08", "basis": "Announced data center investment", "capacity_mw": null, "gpu_count": null, "note": "Mississippi’s governor announced a corporate investment exceeding USD 20bn by xAI in Southaven. Announced project value, recorded as a commitment.", "series_url": null }, "sources": [ { "url": "https://governorreeves.ms.gov/tech-leader-xai-investing-more-than-20-billion-in-southaven/", "title": "Office of the Governor of Mississippi — xAI Southaven investment", "accessed": "2026-11-11", "fields": [ "company", "cohort", "reading_type", "amount_bn", "currency", "qualifier", "fiscal_period", "source_date", "basis", "note" ] } ], "verifiedAt": "2026-11-11", "featured": false } ] }