{
 "name": "Hyperscaler AI capex (2026)",
 "name_es": "Capex de los hiperescaladores en IA (2026)",
 "url": "https://straveta.com/datos/capex-hiperescaladores-ia-2026",
 "license": "https://creativecommons.org/licenses/by/4.0/",
 "attribution": "Straveta (straveta.com)",
 "verified": "2026-07-12",
 "source": "Company guidance & FT compilation, verified 2026-07-12",
 "columns": [
  "company",
  "capex_2026_usd_b",
  "yoy",
  "note"
 ],
 "data": [
  {
   "company": "Microsoft",
   "capex_2026_usd_b": "~190",
   "yoy": "",
   "note": " Azure +39%"
  },
  {
   "company": "Amazon",
   "capex_2026_usd_b": "~200",
   "yoy": "",
   "note": "AWS $37.6B/qtr +28%"
  },
  {
   "company": "Alphabet",
   "capex_2026_usd_b": "175-185",
   "yoy": "",
   "note": "Google Cloud $20.0B/qtr +63%"
  },
  {
   "company": "Meta",
   "capex_2026_usd_b": "115-135",
   "yoy": "",
   "note": ""
  },
  {
   "company": "Oracle",
   "capex_2026_usd_b": "~50",
   "yoy": "",
   "note": "OCI +93% · RPO $638B"
  },
  {
   "company": "TOTAL big four",
   "capex_2026_usd_b": "~725",
   "yoy": "+77%",
   "note": "~75% destined to AI"
  }
 ]
}