REX Shares(@REXShares):Combined quarterly capex from the four largest hyperscalers: $MSFT , $GOOG , $AMZN , $META , by calendar quarter: Q1 2024: $44.6B Q2 2024: $53.1B Q3 2024: $59.8B Q4 2024: $72.8B Q1 2025: $72.7B Q2 2025: $88.7B Q3 2025: $97.8B Q4 2025: $119.4B Q1 2026: $130.6B That's a +193% increase over nine quarters. $NVDA reports Q1 FY27 on Wednesday, May 20 (AMC).

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REX Shares@REXShares

2026.05.14 13:34

Combined quarterly capex from the four largest hyperscalers: $MSFT , $GOOG , $AMZN , $META , by calendar quarter: Q1 2024: $44.6B Q2 2024: $53.1B Q3 2024: $59.8B Q4 2024: $72.8B Q1 2025: $72.7B Q2 2025: $88.7B Q3 2025: $97.8B Q4 2025: $119.4B Q1 2026: $130.6B That's a +193% increase over nine quarters. $NVDA reports Q1 FY27 on Wednesday, May 20 (AMC).