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The newest in Capital
PrimaryCapital$54,208 million, up 49.1% from $36,350 million a year earlierUS private spending on data-centre construction in the first nine months of 2026, not seasonally adjusted, reachedUS Census Bureau, Construction SpendingNov 2026- PrimaryCapital$51.35 billionAlphabet's most recently reported quarterly cash spending on property and equipment reachedAlphabet, SEC EDGAR (XBRL filings)Q3 2026
- PrimaryCapital$115 billion, a premium of approximately 23.9%Marvell agreed on 2 November 2026 to buy laser and optical-transceiver maker Lumentum in an all-stock deal that combines electrical and optical AI connectivity, at an implied enterprise value for Lumentum ofMarvell, Form 8-K Ex. 99.1Nov 2026
- EstimateCapitalonly 2.2% when the saving rate is fixed at the calibrated US 2025 level of 23%An NBER working paper finds that capital supply governs the size of the automation growth boom: the same technology path that generates 11.7% annual growth when households save optimally deliversNBER Working Paper 35964Oct 2026
- PrimaryCapital11.1% a year from 2019 to 2024A May 2026 Monthly Labor Review article, which notes that BLS captures business AI use through its software capital measure, found US private business investment in software grew at a compoundBLS, Monthly Labor ReviewMay 2026
- PrimaryCapital$77.26 billionAmazon's most recently reported quarterly purchases of property and equipment reachedAmazon, SEC EDGAR (XBRL filings)Q3 2026
- PrimaryCapital$43 billionBroadcom disclosed in an October 2026 8-K that it provides residual value support on AI rack leases, covering the gap between outstanding lease amounts and asset value at sale, with maximum potential liability of approximatelyBroadcom, Form 8-K (Item 2.03)Oct 26, 2026
- PrimaryCapital$194.8 million on capital expenditures in its first fiscal quarter of 2027KLA, whose inspection and metrology tools catch defects in AI chips during manufacturing, spentKLA, Form 8-K (Ex. 99.1)Q1 FY2027 (Sep 2026)
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