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THE ARCHIVE

Every fact, every receipt

Every number we publish, with the body that produced it and the date it was true. The tier on each card says how strong the receipt is — straight from the source, reported second-hand, or a named analyst's estimate. Nothing here is unsourced. How we source these.

  • Primarystraight from the source
  • Reportedvia a named outlet
  • Estimatea named analyst's projection
16 facts
CapitalPrimary

Baidu's AI Cloud Infra revenue grew 50% year-over-year in the quarter to 30 June 2026, powered by GPU Cloud demand up 283%, and the company poured capital into keeping pace. Group-wide capital expenditure nearly tripled year-over-year to RMB11.39 billion ($1.68 billion), Baidu's Q2 2026 capital expenditure, up 199.7% year-over-year

SourceBaidu·Q2 2026
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CapitalPrimary

CoreWeave rents out AI computing capacity, and building that capacity is capital-intensive. Its first-quarter 2026 cash flow statement shows capital expenditure on property and equipment, including capitalised internal-use software, jumped to $7.7 billion in Q1 2026 capital spending, a 5.5x jump from $1.4 billion a year earlier

SourceCoreWeave·Q1 2026
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CapitalPrimary

Alphabet's quarterly cash capital expenditure has roughly tripled in two years, from $12.01 billion in the first quarter of 2024 to $35.67 billion in the first quarter of 2026

SourceAlphabet 10-Q, SEC EDGAR·Q1 2024 - Q1 2026
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CapitalPrimary

Meta's cash capital expenditure went the other way in the first quarter of 2026 — from $21.38 billion the quarter before, a fall to $19.0 billion

SourceMeta 10-Q, SEC EDGAR·Q1 2026
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CapitalPrimary

Oracle's cash capital expenditures jumped from $21.2 billion in fiscal 2025 to $55.7 billion in fiscal 2026, an increase the company attributes directly to the expansion of its data centres $55.7 billion in Oracle FY2026 capex, up from $21.2 billion

SourceOracle·FY2026
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CapitalPrimary

Tesla's own quarterly filing attributes its capital spending mainly to global AI and operational infrastructure. Across the first half of 2026 that spending more than doubled against the same six months of 2025, from $3.89 billion to $8.28 billion of capital expenditure

SourceTesla Form 10-Q·Q2 2026
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