Sector
Hyperscalers
The largest cloud and platform companies and their capital spending.
| Company | Status | Last financing | Post-money | Compute deals | Latest quarter capex |
|---|---|---|---|---|---|
| Microsoft | Public · NASDAQ: MSFT | Not tracked yet | Not tracked yet | 3 | $35.8BFY26 Q4 · Apr–Jun 2026 · derived |
| Amazon | Public · NASDAQ: AMZN | Not tracked yet | Not tracked yet | 1 | $54.21BFY26 Q2 · Apr–Jun 2026 |
| Alphabet | Public · NASDAQ: GOOGL | Not tracked yet | Not tracked yet | 1 | $44.92BFY26 Q2 · Apr–Jun 2026 · derived |
| Meta | Public · NASDAQ: META | Not tracked yet | Not tracked yet | Not tracked yet | $30.12BFY26 Q2 · Apr–Jun 2026 · derived |
| Oracle | Public · NYSE: ORCL | Not tracked yet | Not tracked yet | Not tracked yet | $28.5BFY27 Q1 · Jun–Aug 2026 |
Cash paid for property and equipment
Events
- Sep 18, 2026ComputeMicrosoft and Nscale GPU statements of workMicrosoft ↔ Nscaleup to about $43.8BSigned S-1 ↗
- May 28, 2026RoundAnthropic Series HAnthropic$65Bat $965B postClosed Anthropic ↗
- Apr 20, 2026ComputeAnthropic and Amazon compute agreement and investmentAnthropic ↔ Amazonmore than $100BSigned Anthropic ↗
- Apr 6, 2026ComputeBroadcom, Google and Anthropic expand their TPU collaborationAnthropic ↔ Broadcom≈3.5 GWSigned 8-K ↗
- Mar 31, 2026RoundOpenAI funding round (March 2026)OpenAI$122Bat $852B postClosed OpenAI ↗
- Feb 27, 2026RoundOpenAI investment from SoftBank, NVIDIA and Amazon (February 2026)OpenAI$110Bcounted in a later eventAnnounced OpenAI ↗
- Feb 12, 2026RoundAnthropic Series GAnthropic$30Bat $380B postClosed Anthropic ↗
- Nov 18, 2025ComputeMicrosoft, NVIDIA and Anthropic strategic partnershipsAnthropic ↔ Microsoft$30BAnnounced Anthropic ↗
- Sep 8, 2025ComputeMicrosoft and Nebius GPU capacity agreementMicrosoft ↔ Nebiusabout $17.4BSigned 6-K ↗