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THE FULL DATASET
Every quarter, every filing
The chart on the homepage shows the combined trend. This page is the full dataset behind it: all 9 quarters for Microsoft, Alphabet, Amazon and Meta, the SEC filing each figure was read from, and a CSV you can download and check yourself.
| Quarter | MSFT | GOOGL | AMZN | META | Total |
|---|---|---|---|---|---|
| Q2 24 | $13.87B | $13.19B | $17.62B | $8.17B | $52.85B |
| Q3 24 | $14.92B | $13.06B | $22.62B | $8.26B | $58.86B |
| Q4 24 | $15.80B | $14.28B | $27.83B | $14.43B | $72.34B |
| Q1 25 | $16.75B | $17.20B | $25.02B | $12.94B | $71.91B |
| Q2 25 | $17.08B | $22.45B | $32.18B | $16.54B | $88.25B |
| Q3 25 | $19.39B | $23.95B | $35.09B | $18.83B | $97.26B |
| Q4 25 | $29.88B | $27.85B | $39.52B | $21.38B | $118.63B |
| Q1 26 | $30.88B | $35.67B | $44.20B | $19.00B | $129.75B |
| Q2 26 | $35.80B | $44.92B | $54.21B | $30.12B | $165.05B |
Each figure links to the SEC filing it was read from.
A quarter's figure can be derived from cumulative numbers in the linked filing rather than printed there directly — see the capex methodology.
Microsoft · MSFT
SEC filings
- 0001193125-26-323660
- 0001193125-25-256321
- 0001193125-26-027207
- 0001193125-26-191507
Alphabet · GOOGL
SEC filings
- 0001652044-25-000062
- 0001652044-25-000091
- 0001652044-26-000018
- 0001652044-26-000048
- 0001652044-26-000071
Amazon · AMZN
SEC filings
- 0001018724-25-000086
- 0001018724-25-000123
- 0001018724-26-000004
- 0001018724-26-000014
- 0001018724-26-000026
Meta · META
SEC filings
- 0001628280-25-036791
- 0001628280-25-047240
- 0001628280-26-003942
- 0001628280-26-028526
- 0001628280-26-050705
What this excludes. These are cash purchases of property and equipment. They do not include finance leases, which Microsoft in particular uses heavily, so the figure here is lower than the headline capex number Microsoft quotes. They are also total company capex, not AI capex: AI infrastructure is what is driving the growth, but fulfilment centres, offices and ordinary facilities are in these numbers too. Anyone presenting this as pure AI spending is overstating it.
Alphabet has since reported Q2 2026 capex of $44.9bn. The chart stops at Q1 2026, the last quarter all four have filed.
Cite this dataset
AllFactsAI, "Hyperscaler capital expenditure by quarter", derived from SEC filings (10-Q, 10-K) via the SEC XBRL API, read 15 August 2026. Total company capex, excludes finance leases. https://allfacts.ai/capex