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Rates & MacroAI Value Chain

Combined AI infrastructure capital expenditure across the four largest US hyperscalers (Microsoft, Amazon, Google, Meta), compared year-over-year. Oracle tracked separately given its different scale and fiscal calendar.

Hyperscaler Capex Growth (YoY)

+28.2%

As of 2026-09-30

Hyperscaler Revenue Growth (YoY)

-30.9%

As of 2026-09-30

Microsoft (MSFT)

Revenue YoY

+18.8%

Capex YoY

+103.0%

2026-09-30

Capex growth (YoY), trailing history

Amazon (AMZN)

Revenue YoY

+19.6%

Capex YoY

+68.4%

2026-06-30

Capex growth (YoY), trailing history

Alphabet (GOOGL)

Revenue YoY

+24.7%

Capex YoY

+114.4%

2026-09-30

Capex growth (YoY), trailing history

Meta (META)

Revenue YoY

+26.1%

Capex YoY

+80.3%

2026-09-30

Capex growth (YoY), trailing history

Oracle (ORCL)

Revenue YoY

+29.6%

Capex YoY

+235.2%

2026-08-31

Capex growth (YoY), trailing history