Choose a ledger view
Follow the operators, customers, public programmes and capacity suppliers building AI infrastructure. Each sector keeps capex and future plans clearly labelled.
Neocloud AI infrastructure spending
CoreWeave, Nebius, IREN, Applied Digital, Crusoe and more: quarterly capex from filings, GPU equipment orders and the customer contracts that fund them.
38 readings
AI lab compute purchase commitments
OpenAI, Anthropic and xAI compute deals: AWS, Azure, Oracle and CoreWeave contracts, Stargate plans and data center pledges, each with its source.
13 readings
Sovereign AI programmes and budgets
National AI money from the EU, UK, India, Japan, Korea, Canada, Saudi Arabia and the UAE: budget envelopes, gigafactory funds and sovereign compute deals.
18 readings
Chipmaker AI capacity capital spending
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.
47 readings
Telecom AI infrastructure investments
Deutsche Telekom, SoftBank Corp, NTT DATA and Singtel AI factory and data center investment plans and guidance, each linked to the original disclosure.
5 readings
Hyperscaler capital spending summaries
Latest quarterly capex for Microsoft, Alphabet, Amazon, Meta and Oracle, with each summary linked to its full quarterly series at hyperscalerscapex.com.
5 readings