Spending

Cash paid for property and equipment

How much the companies that build AI capacity spend on servers, buildings and power equipment, quarter by quarter, from their SEC filings. This is cash paid, not capex guidance, and it leaves out finance leases.

19 companiesSEC XBRL facts retrieved Oct 21, 2026Fiscal labels kept

Q2 2026, 12 companies
$175B
Apr–Jun 2026, only companies whose fiscal quarter is this calendar quarter
Derived quarters in this sum
11
Year to date minus the earlier year to date, computed by Tokscale
Largest
Amazon
$54.21B

Left out of this sum because they have no figure for exactly this calendar quarter in USD (a different fiscal calendar, another currency or no quarterly filing): Oracle, NVIDIA, AMD, Broadcom, Nebius, SpaceX, TSMC. They are listed below with their own fiscal labels.

Last eight quarters

Reported Derived

All companies

Original currency; nothing is converted

CompanyLatest quarterCash paidLast 4 quartersLatest fiscal yearLine item and notes
AmazonNASDAQ: AMZNFY26 Q2Apr–Jun 2026$54.21B10-Q ↗$173Bcomputed$131.8BFY2025 · 10-KPurchases of property and equipmentExcludes finance leases: Amazon tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
AlphabetNASDAQ: GOOGLFY26 Q2Apr–Jun 2026 · derived$44.92B10-Q ↗ · 10-Q ↗$132.4Bcomputed$91.45BFY2025 · 10-KPurchases of property and equipmentExcludes finance leases: Alphabet tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
MicrosoftNASDAQ: MSFTFY26 Q4Apr–Jun 2026 · derived$35.8B10-K ↗ · 10-Q ↗$115.9Bcomputed$115.9BFY2026 · 10-KAdditions to property and equipmentExcludes finance leases: Microsoft tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
MetaNASDAQ: METAFY26 Q2Apr–Jun 2026 · derived$30.12B10-Q ↗ · 10-Q ↗$89.33Bcomputed$69.69BFY2025 · 10-KPurchases of property and equipmentLater filings revised 5 of these figures (for example, twelve months to Dec 31, 2023: $27,266,000,000 first reported, $27,045,000,000 in the 10-K filed 2025-01-30). This data keeps the first reported figures. Excludes finance leases: Meta tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
OracleNYSE: ORCLFY27 Q1Jun–Aug 2026$28.5B10-Q ↗$75.66Bcomputed$55.66BFY2026 · 10-KCapital expendituresExcludes finance leases: Oracle tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
CoreWeaveNASDAQ: CRWVFY26 Q2Apr–Jun 2026 · derived$6.42B10-Q ↗ · 10-Q ↗$20.57Bcomputed$10.31BFY2025 · 10-KPurchase of property and equipment, including capitalized internal-use softwareExcludes finance leases: CoreWeave tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
NVIDIANASDAQ: NVDAFY27 Q2May–Jul 2026 · derived$2.68B10-Q ↗ · 10-Q ↗$7.35Bcomputed$6.04BFY2026 · 10-KPurchases related to property and equipment and intangible assetsThis line also includes purchases of intangible assets.
Constellation EnergyNASDAQ: CEGFY26 Q2Apr–Jun 2026 · derived$1.25B10-Q ↗ · 10-Q ↗$3.9Bcomputed$2.95BFY2025 · 10-KCapital expenditures
TeraWulfNASDAQ: WULFFY26 Q2Apr–Jun 2026 · derived$855.6M10-Q ↗ · 10-Q ↗$2.23Bcomputed$1.06BFY2025 · 10-KPurchase of and deposits on plant and equipmentLater filings revised 3 of these figures (for example, three months to Mar 31, 2022: $21,488,000 first reported, $27,745,000 in the 10-K filed 2023-03-31). This data keeps the first reported figures. Excludes finance leases: TeraWulf tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
AMDNASDAQ: AMDFY26 Q2Apr–Jun 2026 · derived$808M10-Q ↗ · 10-Q ↗$1.68Bcomputed$974MFY2025 · 10-KPurchases of property and equipment
VistraNYSE: VSTFY26 Q2Apr–Jun 2026 · derived$689M10-Q ↗ · 10-Q ↗$2.87Bcomputed$2.75BFY2025 · 10-KCapital expenditures, including nuclear fuel purchases and LTSA prepayments
BroadcomNASDAQ: AVGOFY26 Q3May–Jul 2026 · derived$532M10-Q ↗ · 10-Q ↗$1.25Bcomputed$623MFY2025 · 10-KPurchases of property, plant and equipment
CerebrasNASDAQ: CBRSFY26 Q2Apr–Jun 2026 · derived$416.9M10-Q ↗ · 10-Q ↗Fewer than four consecutive quartersNot tracked yetPurchases of property and equipment
AkamaiNASDAQ: AKAMFY26 Q2Apr–Jun 2026 · derived$144.9M10-Q ↗ · 10-Q ↗$491.1Mcomputed$507.8MFY2025 · 10-KPurchases of property and equipment
Talen EnergyNASDAQ: TLNFY26 Q2Apr–Jun 2026 · derived$139M10-Q ↗ · 10-Q ↗$228Mcomputed$98MFY2025 · 10-KProperty, plant and equipment expenditures2023 is reported as two periods (Jan 1 to May 17 and May 18 to Dec 31), so there are no 2023 figures here.
X-energyNASDAQ: XEFY26 Q2Apr–Jun 2026 · derived$63.3M10-Q ↗ · 10-Q ↗Fewer than four consecutive quartersNot tracked yetCapital expenditures
NebiusNASDAQ: NBISNo quarterly figure: the company files full years only, or quarters cannot be derivedNot tracked yetFewer than four consecutive quarters$4.07BFY2025 · 20-FPurchases of property and equipment and intangible assetsLater filings revised 2 of these figures (for example, twelve months to Dec 31, 2023: $83,400,000 first reported, $82,900,000 in the 20-F filed 2026-04-30). This data keeps the first reported figures. Older filings report this line in RUB with a USD translation; they are not used. Figures for 2022 and 2023 come from later filings that report in USD. This series has full-year figures only (from annual reports), so there are no quarters. This line also includes purchases of intangible assets.
SpaceXNASDAQ: SPCXNo quarterly figure: the company files full years only, or quarters cannot be derivedNot tracked yetFewer than four consecutive quartersNot tracked yetPurchases of property, plant, and equipmentExcludes finance leases: SpaceX tags finance lease principal payments separately (FinanceLeasePrincipalPayments).
TSMCNYSE: TSMNo quarterly figure: the company files full years only, or quarters cannot be derivedNot tracked yetFewer than four consecutive quartersNT$956BFY2024 · 20-FAcquisitions of property, plant and equipmentThis series has full-year figures only (from annual reports), so there are no quarters. The SEC XBRL data has no figure for this line from the latest 20-F (filed 2026-04-16, period ending 2025-12-31).

A derived quarter is a year-to-date figure minus the earlier year-to-date figure from the same fiscal year, because 10-Q cash flow statements are cumulative. Each value keeps the first figure the company reported; later restatements are not applied. Method →