# AI Capex Tracker

> 126 sourced readings on the AI money outside the big clouds. CoreWeave booked USD 14.5bn of capex in Q3 2026 and guides USD 37–39bn for the year. TSMC spent USD 13.8bn in the same quarter. Anthropic committed more than USD 100bn to AWS over ten years. Capex, commitments, guidance and budgets each carry their own label.

Follow the capital. Read the footnotes. 126 readings, each field linked to its public source, last verified 2026-11-11.
When citing, link the canonical HTML page.

## Data
- [AI capex beyond the hyperscalers](https://aicapextracker.com/): the full comparison table
- [Data (JSON)](https://aicapextracker.com/data.json): every record with sources
- [Data (CSV)](https://aicapextracker.com/data.csv): one row per reading
- [Methodology](https://aicapextracker.com/methodology/): what each field means and how it is verified

## Readings
- [Alphabet summary](https://aicapextracker.com/alphabet-summary/): Consolidated property and equipment cash purchases. Source reports USD millions; divided by 1,000. One summary only; see the dedicated hyperscaler series.
- [Amazon summary](https://aicapextracker.com/amazon-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.
- [Anthropic AWS 2026 expansion](https://aicapextracker.com/anthropic-aws-2026-expansion/): More than USD 100bn commitment to AWS technologies; secures up to 5GW. Amazon equity investment is not included.
- [Anthropic Azure compute](https://aicapextracker.com/anthropic-azure-compute/): Anthropic commitment to purchase Azure compute; excludes Microsoft and NVIDIA equity funding into Anthropic.
- [Anthropic Fluidstack infrastructure](https://aicapextracker.com/anthropic-fluidstack-infrastructure/): Announced investment in US computing infrastructure with Fluidstack; prospective infrastructure spend, not reported cash capex.
- [Anthropic SpaceX Colossus agreement](https://aicapextracker.com/anthropic-spacex-colossus-agreement/): Anthropic takes all compute at SpaceX’s Colossus 1: more than 300MW and over 220,000 NVIDIA GPUs. Contract value not disclosed.
- [Applied Digital FY2024 HPC capex](https://aicapextracker.com/applied-digital-fy2024-hpc-capex/): 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.
- [Applied Digital FY2025 HPC capex](https://aicapextracker.com/applied-digital-fy2025-hpc-capex/): 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.
- [Applied Digital FY2026 HPC capex](https://aicapextracker.com/applied-digital-fy2026-hpc-capex/): 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.
- [Applied Digital Polaris Forge 1 leases](https://aicapextracker.com/applied-digital-polaris-forge-1-leases/): Anticipated contracted lease revenue from CoreWeave for Polaris Forge 1. Includes the initial USD 7bn contracts; not Applied Digital capex.
- [Canada AI data center support](https://aicapextracker.com/canada-ai-data-center-support/): Up to CAD 700m supporting Canadian AI data center projects. Included in the sovereign compute strategy; not additional to its envelope.
- [Canada Sovereign compute envelope](https://aicapextracker.com/canada-sovereign-compute-envelope/): Federal sovereign compute strategy envelope; includes data center support and public supercomputing. Components are nested in the total.
- [Cipher Barber Lake Fluidstack](https://aicapextracker.com/cipher-barber-lake-fluidstack/): Contracted revenue from Fluidstack; extension-option revenue and Google backstop excluded. Not Cipher capex or actual cash paid.
- [CoreWeave 2025 Q1](https://aicapextracker.com/coreweave-2025-q1/): PPE additions including finance leases, less change in construction in progress. Calculated: first-half capex 4.795bn less Q2 2.938bn.
- [CoreWeave 2025 Q2](https://aicapextracker.com/coreweave-2025-q2/): PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.
- [CoreWeave 2025 Q3](https://aicapextracker.com/coreweave-2025-q3/): PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16; later comparative definition.
- [CoreWeave 2025 Q4](https://aicapextracker.com/coreweave-2025-q4/): PPE additions including finance leases, less change in construction in progress. Slide 14 chart; source rounded to USD 0.1bn.
- [CoreWeave 2026 Q1](https://aicapextracker.com/coreweave-2026-q1/): PPE additions including finance leases, less change in construction in progress. Calculated: first-half capex 16.139bn less Q2 9.352bn.
- [CoreWeave 2026 Q2](https://aicapextracker.com/coreweave-2026-q2/): PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.
- [CoreWeave 2026 Q3](https://aicapextracker.com/coreweave-2026-q3/): PPE additions including finance leases, less change in construction in progress. Capex calculation table, slide 16.
- [CoreWeave 2026 Q3 outlook](https://aicapextracker.com/coreweave-2026-q3-outlook/): 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.
- [CoreWeave Pennsylvania investment](https://aicapextracker.com/coreweave-pennsylvania-investment/): Intent to invest up to USD 6bn to equip Lancaster data center. Initial 100MW with expansion potential; planned spend, not reported actual capex.
- [CoreWeave UK expansion](https://aicapextracker.com/coreweave-uk-expansion/): Next phase of UK investment; part of the GBP 2.5bn cumulative UK plan. Not realised quarterly spending.
- [Crusoe Abilene expansion](https://aicapextracker.com/crusoe-abilene-expansion/): Joint venture value for expanded Abilene campus. Includes the initial USD 3.4bn phase; overlaps Stargate. Not reported cash capex.
- [Crusoe Abilene phase one](https://aicapextracker.com/crusoe-abilene-phase-one/): Joint venture funding for initial Abilene data center phase; later expanded project value includes this phase. Financing is not cash capex.
- [Deutsche Telekom Industrial AI cloud](https://aicapextracker.com/deutsche-telekom-industrial-ai-cloud/): Joint NVIDIA and Deutsche Telekom project value, not Deutsche Telekom cash capex. SAP participates in the technology stack.
- [European Union AI factories first cohort](https://aicapextracker.com/european-union-ai-factories-first-cohort/): Funding for first AI factories across seven host countries; separate from the proposed gigafactory facility. Not realised capex.
- [European Union AI gigafactories](https://aicapextracker.com/european-union-ai-gigafactories/): European AI gigafactory facility within the broader InvestAI target. An announced financing envelope, not cash spent.
- [European Union InvestAI envelope](https://aicapextracker.com/european-union-investai-envelope/): Public-private mobilisation ambition, not an appropriation or realised capex. Includes the gigafactory facility.
- [Fluidstack France supercomputer MoU](https://aicapextracker.com/fluidstack-france-supercomputer-mou/): 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.
- [Galaxy Helios CoreWeave lease](https://aicapextracker.com/galaxy-helios-coreweave-lease/): Expected total lease revenue from initial Helios agreement with CoreWeave; not Galaxy capex or cash received.
- [India IndiaAI mission](https://aicapextracker.com/india-indiaai-mission/): 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.
- [IREN Dell equipment](https://aicapextracker.com/iren-dell-equipment/): IREN agreement with Dell for GPUs and ancillary equipment serving Microsoft. A committed purchase, not recognised capex; economically overlaps the customer contract.
- [IREN FY2024 cash investment](https://aicapextracker.com/iren-fy2024-cash-investment/): 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.
- [IREN FY2025 cash investment](https://aicapextracker.com/iren-fy2025-cash-investment/): 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.
- [IREN Microsoft contract](https://aicapextracker.com/iren-microsoft-contract/): Microsoft customer commitment for GB300 cloud services; not IREN capex. Includes 20% prepayment; equipment purchases are recorded separately.
- [Japan AI semiconductor framework](https://aicapextracker.com/japan-ai-semiconductor-framework/): More than JPY 10tn public financial support; encompasses semiconductor policy beyond AI. Not actual capex or the larger public-private mobilisation ambition.
- [Lambda Microsoft compute agreement](https://aicapextracker.com/lambda-microsoft-compute-agreement/): Microsoft agreement described as multibillion-dollar, without an exact contract value. NVIDIA GPU infrastructure; monetary field remains unknown.
- [Meta summary](https://aicapextracker.com/meta-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.
- [Micron 2023 annual](https://aicapextracker.com/micron-2023-annual/): 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.
- [Micron 2023 Q1](https://aicapextracker.com/micron-2023-q1/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2023 Q2](https://aicapextracker.com/micron-2023-q2/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2023 Q3](https://aicapextracker.com/micron-2023-q3/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2023 Q4](https://aicapextracker.com/micron-2023-q4/): 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.
- [Micron 2024 annual](https://aicapextracker.com/micron-2024-annual/): 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.
- [Micron 2024 Q1](https://aicapextracker.com/micron-2024-q1/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2024 Q2](https://aicapextracker.com/micron-2024-q2/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2024 Q3](https://aicapextracker.com/micron-2024-q3/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2024 Q4](https://aicapextracker.com/micron-2024-q4/): 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.
- [Micron 2025 annual](https://aicapextracker.com/micron-2025-annual/): 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.
- [Micron 2025 Q1](https://aicapextracker.com/micron-2025-q1/): 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.
- [Micron 2025 Q2](https://aicapextracker.com/micron-2025-q2/): 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.
- [Micron 2025 Q3](https://aicapextracker.com/micron-2025-q3/): 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.
- [Micron 2025 Q4](https://aicapextracker.com/micron-2025-q4/): 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.
- [Micron 2026 annual](https://aicapextracker.com/micron-2026-annual/): 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.
- [Micron 2026 Q1](https://aicapextracker.com/micron-2026-q1/): 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.
- [Micron 2026 Q2](https://aicapextracker.com/micron-2026-q2/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2026 Q3](https://aicapextracker.com/micron-2026-q3/): Company-wide net capex after government incentives and PPE sale proceeds; includes memory and storage beyond AI. Headline rounding retained.
- [Micron 2026 Q4](https://aicapextracker.com/micron-2026-q4/): 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.
- [Microsoft summary](https://aicapextracker.com/microsoft-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.
- [Nebius 2024 annual](https://aicapextracker.com/nebius-2024-annual/): Headline consolidated capex from financial results. Annual total overlaps quarterly readings; not an exclusively AI allocation.
- [Nebius 2024 Q4](https://aicapextracker.com/nebius-2024-q4/): Headline consolidated capex from financial results. Annual total overlaps quarterly readings; not an exclusively AI allocation.
- [Nebius 2025 Q1](https://aicapextracker.com/nebius-2025-q1/): Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.
- [Nebius 2025 Q2](https://aicapextracker.com/nebius-2025-q2/): Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.
- [Nebius 2025 Q3](https://aicapextracker.com/nebius-2025-q3/): Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.
- [Nebius 2025 Q4](https://aicapextracker.com/nebius-2025-q4/): Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.
- [Nebius 2026 Q1](https://aicapextracker.com/nebius-2026-q1/): Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.
- [Nebius 2026 Q2](https://aicapextracker.com/nebius-2026-q2/): Cash purchases include property, equipment and intangible assets across the consolidated group. Figures reported in USD millions; divided by 1,000.
- [Nebius Meta contract](https://aicapextracker.com/nebius-meta-contract/): Meta commitment to purchase AI infrastructure services; revenue contract value is not Nebius capital expenditure.
- [Nebius Microsoft contract](https://aicapextracker.com/nebius-microsoft-contract/): Microsoft contract subject to deployment and availability; optional additional services could raise value to USD 19.4bn. Not Nebius capex.
- [Nscale UK investment plan](https://aicapextracker.com/nscale-uk-investment-plan/): Headline GBP 2bn investment plan; body also provides a USD equivalent. Only GBP retained, with no separate FX-derived reading. Not reported cash capex.
- [NTT DATA Global data center plan](https://aicapextracker.com/ntt-data-global-data-center-plan/): Projected global data center growth investment; includes colocation beyond AI. No AI-only allocation or current execution estimate inferred.
- [OpenAI AWS expansion](https://aicapextracker.com/openai-aws-expansion/): Incremental AWS agreement expands the existing USD 38bn commitment. Amazon equity investment is excluded from this reading.
- [OpenAI AWS initial](https://aicapextracker.com/openai-aws-initial/): AWS compute purchase commitment, not OpenAI capex. Subsequent expansion is recorded separately.
- [OpenAI CoreWeave initial](https://aicapextracker.com/openai-coreweave-initial/): OpenAI customer commitment to CoreWeave, up to stated value; not CoreWeave capital expenditure. Later extensions are separate incremental orders.
- [OpenAI CoreWeave May extension](https://aicapextracker.com/openai-coreweave-may-extension/): Incremental OpenAI order disclosed retrospectively in September release; overlaps the aggregate CoreWeave relationship. Not realised capex.
- [OpenAI CoreWeave September extension](https://aicapextracker.com/openai-coreweave-september-extension/): Incremental OpenAI purchase commitment; contractual delivery conditions apply. Not realised capex and included in aggregate relationship value.
- [OpenAI Oracle partnership](https://aicapextracker.com/openai-oracle-partnership/): Partnership exceeds USD 300bn; included within Stargate. This is a commitment announcement, not audited capital expenditure.
- [OpenAI Stargate launch](https://aicapextracker.com/openai-stargate-launch/): Stargate partners intend to invest this amount; not an OpenAI balance-sheet capex figure. Includes projects and supplier contracts elsewhere in this ledger.
- [OpenAI Stargate September pipeline](https://aicapextracker.com/openai-stargate-september-pipeline/): Announced Stargate investment pipeline above USD 400bn, nested within the launch target. Includes Oracle and CoreWeave projects; do not add to the launch plan.
- [Oracle summary](https://aicapextracker.com/oracle-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.
- [Samsung 2023 annual](https://aicapextracker.com/samsung-2023-annual/): 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.
- [Samsung 2023 Q1](https://aicapextracker.com/samsung-2023-q1/): 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.
- [Samsung 2023 Q4](https://aicapextracker.com/samsung-2023-q4/): 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.
- [Samsung 2024 annual](https://aicapextracker.com/samsung-2024-annual/): 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.
- [Samsung 2024 Q1](https://aicapextracker.com/samsung-2024-q1/): 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.
- [Saudi HUMAIN AMD infrastructure](https://aicapextracker.com/saudi-humain-amd-infrastructure/): 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.
- [Saudi HUMAIN AWS AI zone](https://aicapextracker.com/saudi-humain-aws-ai-zone/): HUMAIN and AWS joint investment above USD 5bn in AI infrastructure, services and training. Not an audited Saudi government budget or HUMAIN cash capex.
- [Saudi HUMAIN NVIDIA factories](https://aicapextracker.com/saudi-humain-nvidia-factories/): HUMAIN and NVIDIA projected AI factory capacity of up to 500MW. Monetary value not disclosed; not added to AMD or AWS partnership values.
- [Singtel FY2026 growth investment](https://aicapextracker.com/singtel-fy2026-growth-investment/): Investment outlook for data centers, AI, digitalisation and satellites combined. No allocation to AI alone; not actual capex.
- [SK hynix Indiana packaging](https://aicapextracker.com/sk-hynix-indiana-packaging/): Planned advanced packaging and R&D investment in Indiana supporting AI memory; not reported cash capex.
- [SK hynix M15X plan](https://aicapextracker.com/sk-hynix-m15x-plan/): More than KRW 20tn for M15X DRAM/HBM fab and equipment; planned investment, not cash capex.
- [SK hynix Yongin plan](https://aicapextracker.com/sk-hynix-yongin-plan/): KRW 120tn historical investment plan for Yongin cluster. Source vintage retained; not a current cost estimate or realised spending.
- [SoftBank Corp AI platform 2023 plan](https://aicapextracker.com/softbank-corp-ai-platform-2023-plan/): SoftBank Corp plan for domestic generative AI compute platform. Prospective announced investment; separate from SoftBank Group equity funding of OpenAI.
- [SoftBank Corp AI platform expansion](https://aicapextracker.com/softbank-corp-ai-platform-expansion/): 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.
- [South Korea AI 2025 budget](https://aicapextracker.com/south-korea-ai-2025-budget/): Government AI budget comparator in the 2026 work-plan disclosure; covers more than compute hardware. Not reported cash capex.
- [South Korea AI 2026 budget](https://aicapextracker.com/south-korea-ai-2026-budget/): Government AI budget in the 2026 work-plan disclosure, distinct from earlier KRW 10.1tn proposal. No assumption that the entire budget buys infrastructure.
- [TeraWulf Fluidstack Lake Mariner](https://aicapextracker.com/terawulf-fluidstack-lake-mariner/): Contracted Fluidstack revenue for two Lake Mariner leases. Optional extensions and Google backstop excluded; not TeraWulf capex.
- [Together AI Hypertec Blackwell cluster](https://aicapextracker.com/together-ai-hypertec-blackwell-cluster/): Together AI and Hypertec announced a GB200 cluster; no monetary spend disclosed. GPU count describes planned deployment, not verified installed capacity.
- [TSMC 2023 annual](https://aicapextracker.com/tsmc-2023-annual/): Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.
- [TSMC 2023 Q1](https://aicapextracker.com/tsmc-2023-q1/): Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.
- [TSMC 2023 Q2](https://aicapextracker.com/tsmc-2023-q2/): Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.
- [TSMC 2023 Q3](https://aicapextracker.com/tsmc-2023-q3/): Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.
- [TSMC 2023 Q4](https://aicapextracker.com/tsmc-2023-q4/): Foundry-wide historical capex supporting AI and other chip demand. Company-reported USD in section V. Annual total overlaps quarterly readings.
- [TSMC 2024 annual](https://aicapextracker.com/tsmc-2024-annual/): Annual total overlaps the quarterly readings. Foundry-wide capex; no AI-only allocation. Management report section V.
- [TSMC 2024 Q1](https://aicapextracker.com/tsmc-2024-q1/): 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.
- [TSMC 2024 Q2](https://aicapextracker.com/tsmc-2024-q2/): 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.
- [TSMC 2024 Q3](https://aicapextracker.com/tsmc-2024-q3/): 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.
- [TSMC 2024 Q4](https://aicapextracker.com/tsmc-2024-q4/): 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.
- [TSMC 2025 annual](https://aicapextracker.com/tsmc-2025-annual/): Annual total overlaps the quarterly readings. Foundry-wide capex; no AI-only allocation. Management report section V.
- [TSMC 2025 Q1](https://aicapextracker.com/tsmc-2025-q1/): 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.
- [TSMC 2025 Q2](https://aicapextracker.com/tsmc-2025-q2/): 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.
- [TSMC 2025 Q3](https://aicapextracker.com/tsmc-2025-q3/): 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.
- [TSMC 2025 Q4](https://aicapextracker.com/tsmc-2025-q4/): 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.
- [TSMC 2026 January outlook](https://aicapextracker.com/tsmc-2026-january-outlook/): January 2026 forecast vintage; may be adjusted later. Company-wide capex plan overlaps actual quarterly spending and is not presented as current guidance.
- [TSMC 2026 Q1](https://aicapextracker.com/tsmc-2026-q1/): 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.
- [TSMC 2026 Q2](https://aicapextracker.com/tsmc-2026-q2/): 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.
- [TSMC 2026 Q3](https://aicapextracker.com/tsmc-2026-q3/): 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.
- [United Arab Emirates Stargate UAE](https://aicapextracker.com/united-arab-emirates-stargate-uae/): Planned 1GW Stargate UAE cluster in Abu Dhabi, including a 200MW initial phase. No standalone dollar value stated; broad UAE US investment pledges excluded.
- [United Kingdom AIRR expansion](https://aicapextracker.com/united-kingdom-airr-expansion/): More than GBP 1bn for AIRR expansion, within the public compute ecosystem budget. Not additive to the roadmap envelope.
- [United Kingdom AIRR initial envelope](https://aicapextracker.com/united-kingdom-airr-initial-envelope/): Initial AIRR investment envelope increased from earlier GBP 100m. Includes Isambard-AI component; historic budget vintage.
- [United Kingdom Compute roadmap envelope](https://aicapextracker.com/united-kingdom-compute-roadmap-envelope/): Roadmap envelope includes AIRR expansion and Edinburgh supercomputer. Components below overlap this budget. Updated source vintage retained.
- [United Kingdom Edinburgh supercomputer](https://aicapextracker.com/united-kingdom-edinburgh-supercomputer/): Up to GBP 750m for Edinburgh national supercomputer service; broader HPC as well as AI. Included within roadmap envelope.
- [United Kingdom Isambard AI allocation](https://aicapextracker.com/united-kingdom-isambard-ai-allocation/): Bristol Isambard-AI allocation within the initial AIRR envelope. Budget announcement, not audited actual expenditure.
- [Vultr Chennai expansion](https://aicapextracker.com/vultr-chennai-expansion/): Chennai AMD MI355X supercluster initial capacity; investment amount not disclosed. Capacity is not converted into estimated capex.
- [xAI Southaven investment](https://aicapextracker.com/xai-spacex-southaven-investment/): Mississippi’s governor announced a corporate investment exceeding USD 20bn by xAI in Southaven. Announced project value, recorded as a commitment.

## Optional
- [All records in one file](https://aicapextracker.com/llms-full.txt)
- [Sitemap](https://aicapextracker.com/sitemap.xml)

## Ledger views
- [Neocloud AI infrastructure spending](https://aicapextracker.com/views/neoclouds/): CoreWeave, Nebius, IREN, Applied Digital, Crusoe and more: quarterly capex from filings, GPU equipment orders and the customer contracts that fund them.
- [AI lab compute purchase commitments](https://aicapextracker.com/views/ai-labs/): OpenAI, Anthropic and xAI compute deals: AWS, Azure, Oracle and CoreWeave contracts, Stargate plans and data center pledges, each with its source.
- [Sovereign AI programmes and budgets](https://aicapextracker.com/views/sovereign/): National AI money from the EU, UK, India, Japan, Korea, Canada, Saudi Arabia and the UAE: budget envelopes, gigafactory funds and sovereign compute deals.
- [Chipmaker AI capacity capital spending](https://aicapextracker.com/views/chipmakers/): TSMC, Micron, Samsung and SK hynix capex by quarter and year, in native currency, plus fab plans and forecast ranges. The capacity behind every AI cluster.
- [Telecom AI infrastructure investments](https://aicapextracker.com/views/telcos/): Deutsche Telekom, SoftBank Corp, NTT DATA and Singtel AI factory and data center investment plans and guidance, each linked to the original disclosure.
- [Hyperscaler capital spending summaries](https://aicapextracker.com/views/hyperscalers/): Latest quarterly capex for Microsoft, Alphabet, Amazon, Meta and Oracle, with each summary linked to its full quarterly series at hyperscalerscapex.com.