{"success":true,"data":{"dataset":{"id":"hyperscaler-ai-capex","name":"Hyperscaler AI Capex by Company","category":"supply-chain","description":"Quarterly capital expenditure (cash purchases of property and equipment) by the four largest AI infrastructure buyers — Microsoft, Alphabet, Amazon, and Meta — from Q1 2022 through Q1 2026. The demand-side complement to the Semiconductor Capex (supplier-side) dataset: combined spend rose from ~$36B/quarter in 2022 to $129.8B in Q1 2026 ($433.9B over the trailing four quarters) as AI data center buildouts accelerated.","unit":"$B","sourceNote":"Quarterly purchases of property and equipment as reported in 10-Q/10-K cash-flow statements (SEC EDGAR); every point cites its filing accession number. Microsoft fiscal quarters (FY ends June 30) are mapped to calendar quarters. Where filings disclose only year-to-date cash flows, discrete quarters are derived by differencing (SA computation, noted per point). Meta 2022-2023 values reflect current (restated) presentation. Demand-side complement to the Semiconductor Capex (supplier-side) dataset.","methodUrl":null},"dataPoints":[{"dataset_id":"hyperscaler-ai-capex","period_label":"Q3 2025","period_sort_key":202503,"value_low":null,"value_mid":35.095,"value_high":null,"value_label":null,"series_key":"amzn","series_label":"Amazon","series_color":"#F59E0B","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"AMZN Q3 2025 10-Q (SEC 0001018724-25-000123)","source_date":"Oct 2025","source_note":null,"source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"hyperscaler-ai-capex","period_label":"Q3 2025","period_sort_key":202503,"value_low":null,"value_mid":18.829,"value_high":null,"value_label":null,"series_key":"meta","series_label":"Meta","series_color":"#8B5CF6","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"META Q3 2025 10-Q (SEC 0001628280-25-047240)","source_date":"Oct 2025","source_note":"Discrete quarter derived from YTD figures (SA computation): 48.308 YTD minus 29.479 prior YTD (SEC 0001628280-25-036791).","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"hyperscaler-ai-capex","period_label":"Q3 2025","period_sort_key":202503,"value_low":null,"value_mid":23.953,"value_high":null,"value_label":null,"series_key":"googl","series_label":"Alphabet","series_color":"#10B981","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"GOOGL Q3 2025 10-Q (SEC 0001652044-25-000091)","source_date":"Oct 2025","source_note":"Discrete quarter derived from YTD figures (SA computation): 63.596 YTD minus 39.643 prior YTD (SEC 0001652044-25-000062).","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"hyperscaler-ai-capex","period_label":"Q3 2025","period_sort_key":202503,"value_low":null,"value_mid":19.394,"value_high":null,"value_label":null,"series_key":"msft","series_label":"Microsoft","series_color":"#3B82F6","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"MSFT FY26 Q1 10-Q (SEC 0001193125-25-256321)","source_date":"Oct 2025","source_note":"MSFT FY ends June 30; FY26 Q1 maps to calendar Q3 2025.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"hyperscaler-ai-capex","period_label":"Q4 2025","period_sort_key":202504,"value_low":null,"value_mid":39.522,"value_high":null,"value_label":null,"series_key":"amzn","series_label":"Amazon","series_color":"#F59E0B","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"AMZN 2025 10-K (SEC 0001018724-26-000004)","source_date":"Feb 2026","source_note":"Discrete quarter derived from YTD figures (SA computation): 131.819 YTD minus 92.297 prior YTD (SEC 0001018724-25-000123).","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"hyperscaler-ai-capex","period_label":"Q4 2025","period_sort_key":202504,"value_low":null,"value_mid":21.383,"value_high":null,"value_label":null,"series_key":"meta","series_label":"Meta","series_color":"#8B5CF6","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"META 2025 10-K (SEC 0001628280-26-003942)","source_date":"Jan 2026","source_note":"Discrete quarter derived from YTD figures (SA computation): 69.691 YTD minus 48.308 prior YTD (SEC 0001628280-25-047240).","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"hyperscaler-ai-capex","period_label":"Q4 2025","period_sort_key":202504,"value_low":null,"value_mid":27.851,"value_high":null,"value_label":null,"series_key":"googl","series_label":"Alphabet","series_color":"#10B981","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"GOOGL 2025 10-K (SEC 0001652044-26-000018)","source_date":"Feb 2026","source_note":"Discrete quarter derived from YTD figures (SA computation): 91.447 YTD minus 63.596 prior YTD (SEC 0001652044-25-000091).","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"hyperscaler-ai-capex","period_label":"Q4 2025","period_sort_key":202504,"value_low":null,"value_mid":29.876,"value_high":null,"value_label":null,"series_key":"msft","series_label":"Microsoft","series_color":"#3B82F6","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"MSFT FY26 Q2 10-Q (SEC 0001193125-26-027207)","source_date":"Jan 2026","source_note":"MSFT FY ends June 30; 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