What the hyperscalers, GPU clouds and datacentre landlords spend on capital, as a share of their revenue.
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10 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Capex | Revenue | Its own figure | Share of market cap |
|---|---|---|---|---|
| AlphabetGOOGL | $132.40B | $445.87B | 29.7% | 35.9% |
| MicrosoftMSFT | $115.95B | $331.84B | 34.9% | 23.0% |
| AmazonAMZN | $169.01B | $775.68B | 21.8% | 21.3% |
| Meta PlatformsMETA | $89.33B | $228.25B | 39.1% | 11.9% |
| OracleORCL | $55.66B | $67.36B | 82.6% | 5.4% |
| EquinixEQIX | $6.53B | $9.80B | 66.5% | 0.9% |
| Nebius GroupNBIS | $11.14B | $1.36B | 821.8% | 0.6% |
| Digital RealtyDLR | $2.93B | $6.77B | 43.3% | 0.5% |
| CoreWeaveCRWV | $20.57B | $7.59B | 271.0% | 0.5% |
| Applied DigitalAPLD | $2.87B | $611.3M | 468.8% | 0.1% |