{"slug": "sourced-ranking-of-the-ai-infrastructure-build-out", "title": "Sourced ranking of the AI infrastructure build-out", "summary": "A new tracker ranks 45 public companies by AI infrastructure capital expenditure, showing a combined $941.5B in capex with an estimated $399.5B attributed to AI. Alphabet leads at $185.0B, followed by Amazon, Alibaba, Microsoft, and Meta, with hyperscalers accounting for $580.7B of the total.", "body_md": "Infrastructure spending dashboard\n\n# AI CapEx Tracker\n\nThe 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.\n\nPrices updated Jul 17, 2026, 10:00 PM UTC\n\nCombined capex tracked\n\n$941.5B\n\nAcross 45 companies\n\nAI-attributed spend (est.)\n\n$399.5B\n\n42.4% of tracked capex\n\nTop spender\n\nGOOGL\n\n$185.0B\n\nCompanies tracked\n\n45\n\n8 sectors\n\n## Top 15 by capital expenditure\n\n[View all 45 companies →](/rankings)\n\n| # | Company | Capex | AI capex (est.) | Market cap | Day Δ |\n|---|---|---|---|---|---|\n| 1 |\nGOOGLAlphabet Inc. |\n\n[AMZNAmazon.com, Inc.](/companies/AMZN)[BABAAlibaba Group Holding Limited](/companies/BABA)[MSFTMicrosoft Corporation](/companies/MSFT)[METAMeta Platforms, Inc.](/companies/META)[ORCLOracle Corporation](/companies/ORCL)[TSMTaiwan Semiconductor Manufacturing Company Limited](/companies/TSM)[TAT&T Inc.](/companies/T)[AAPLApple Inc.](/companies/AAPL)[CRWVCoreWeave, Inc. Class A Common Stock](/companies/CRWV)[VZVerizon Communications Inc.](/companies/VZ)[MUMicron Technology, Inc.](/companies/MU)[INTCIntel Corp.](/companies/INTC)[DDominion Energy, Inc.](/companies/D)[TCEHYTencent Holdings Limited](/companies/TCEHY)## By sector\n\n[Hyperscalers](/rankings)\n\nCloud & big-tech buyers\n\n$580.7B\n\n6 companies\n\n[Chinese Tech](/rankings)\n\nChina's AI buildout\n\n$147.9B\n\n4 companies\n\n[Semiconductors](/rankings)\n\nChips & fab equipment\n\n$88.9B\n\n12 companies\n\n[Telco](/rankings)\n\nNetwork infrastructure\n\n$47.8B\n\n3 companies\n\n[AI Power & Energy](/rankings)\n\nPowering the data centers\n\n$29.9B\n\n6 companies\n\n[Data Centers](/rankings)\n\nREITs & neoclouds\n\n$28.4B\n\n4 companies\n\n[Software & Other](/rankings)\n\nApps & adjacent AI plays\n\n$10.0B\n\n3 companies\n\n[Hardware & Networking](/rankings)\n\nServers, switches, power & cooling\n\n$7.9B\n\n7 companies\n\n## Hyperscaler capex trend\n\n## AI vs. other (FY2026)\n\nMethodology: 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.", "url": "https://wpnews.pro/news/sourced-ranking-of-the-ai-infrastructure-build-out", "canonical_source": "https://www.capexindex.com/", "published_at": "2026-07-17 23:54:35+00:00", "updated_at": "2026-07-18 00:21:17.807132+00:00", "lang": "en", "topics": ["ai-infrastructure", "ai-chips", "ai-startups", "ai-products", "ai-tools"], "entities": ["Alphabet", "Amazon", "Alibaba", "Microsoft", "Meta", "Oracle", "TSMC", "CoreWeave"], "alternates": {"html": "https://wpnews.pro/news/sourced-ranking-of-the-ai-infrastructure-build-out", "markdown": "https://wpnews.pro/news/sourced-ranking-of-the-ai-infrastructure-build-out.md", "text": "https://wpnews.pro/news/sourced-ranking-of-the-ai-infrastructure-build-out.txt", "jsonld": "https://wpnews.pro/news/sourced-ranking-of-the-ai-infrastructure-build-out.jsonld"}}