Infrastructure spending dashboard
The sourced ranking of the AI infrastructure build-out — combined and AI-attributed capital expenditure for 45 public companies across 8 sectors, with cited figures on every name.
Prices updated Jul 17, 2026, 10:00 PM UTC
Combined capex tracked
$941.5B
Across 45 companies
AI-attributed spend (est.) $399.5B
42.4% of tracked capex
Top spender
GOOGL
$185.0B
Companies tracked
45
8 sectors
Top 15 by capital expenditure #
| # | Company | Capex | AI capex (est.) | Market cap | Day Δ |
|---|---|---|---|---|---|
| 1 | |||||
| GOOGLAlphabet Inc. |
AMZNAmazon.com, Inc.BABAAlibaba Group Holding LimitedMSFTMicrosoft CorporationMETAMeta Platforms, Inc.ORCLOracle CorporationTSMTaiwan Semiconductor Manufacturing Company LimitedTAT&T Inc.AAPLApple Inc.CRWVCoreWeave, Inc. Class A Common StockVZVerizon Communications Inc.MUMicron Technology, Inc.INTCIntel Corp.DDominion Energy, Inc.TCEHYTencent Holdings Limited## By sector
Hyperscalers Cloud & big-tech buyers
$580.7B
6 companies
Chinese Tech China's AI buildout
$147.9B
4 companies
Semiconductors Chips & fab equipment
$88.9B
12 companies
Telco Network infrastructure
$47.8B
3 companies
AI Power & Energy Powering the data centers
$29.9B
6 companies
Data Centers REITs & neoclouds
$28.4B
4 companies
Software & Other Apps & adjacent AI plays
$10.0B
3 companies
Hardware & Networking Servers, switches, power & cooling
$7.9B
7 companies
Hyperscaler capex trend #
AI vs. other (FY2026) #
Methodology: total capex reflects reported cash-flow actuals where available and forward estimates aligned to earnings guidance and analyst consensus otherwise. AI-attributed figures are editorial estimates of the AI / data-center share and are not a reported line item. Every figure links to a source on its company page. Estimates are subject to change.