DASHBOARDS · FIVE FREE, SEVEN FOR SUBSCRIBERS
The AI-infrastructure build-out, in live dashboards.
$165B
Calculated: sum of the four companies' cash capex for calendar Q2 2026 (SEC EDGAR XBRL)As of 14 Oct 2026Source+87%
Calculated: big-4 cash capex, calendar Q2 2026 over Q2 2025 (SEC EDGAR XBRL)As of 14 Oct 2026SourceCapex Supercycle Tracker
FREEQuarterly capex, big-4 hyperscalers ($B)
- Microsoft
- Alphabet
- Amazon
- Meta Platforms
- Derived from year-to-date filings
| Quarter | Microsoft | Alphabet | Amazon | Meta Platforms | Total |
|---|---|---|---|---|---|
| Q1 2025 | $16.7B (Q3 FY25) | $17.2B (Q1 FY25) | $25.0B (Q1 FY25) | $12.9B (Q1 FY25) | $71.9B |
| Q2 2025 | $17.1B (Q4 FY25), derived from year-to-date filings | $22.4B (Q2 FY25), derived from year-to-date filings | $32.2B (Q2 FY25) | $16.5B (Q2 FY25), derived from year-to-date filings | $88.2B |
| Q3 2025 | $19.4B (Q1 FY26) | $24.0B (Q3 FY25), derived from year-to-date filings | $35.1B (Q3 FY25) | $18.8B (Q3 FY25), derived from year-to-date filings | $97.3B |
| Q4 2025 | $29.9B (Q2 FY26) | $27.9B (Q4 FY25), derived from year-to-date filings | $39.5B (Q4 FY25), derived from year-to-date filings | $21.4B (Q4 FY25), derived from year-to-date filings | $118.6B |
| Q1 2026 | $30.9B (Q3 FY26) | $35.7B (Q1 FY26) | $44.2B (Q1 FY26) | $19.0B (Q1 FY26) | $129.8B |
| Q2 2026 | $35.8B (Q4 FY26), derived from year-to-date filings | $44.9B (Q2 FY26), derived from year-to-date filings | $54.2B (Q2 FY26) | $30.1B (Q2 FY26), derived from year-to-date filings | $165.1B |
Source: SEC EDGAR XBRL company facts — company 10-Q and 10-K filings; latest quarter ended 30 Jun 2026; data as of 14 Oct 2026. Cash capex as each company defines it — Microsoft: Additions to property and equipment (cash; excludes assets acquired under finance leases); Alphabet: Purchases of property and equipment (cash); Amazon: Purchases of property and equipment (cash capex); Meta Platforms: Purchases of property and equipment (cash; excludes principal payments on finance leases). Calendar quarters: Microsoft's fiscal year ends in June (calendar Q2 2026 is its fiscal Q4 FY26), and its capex guidance is reported on an inconsistent calendar-versus-fiscal basis. Hatched segments are derived from year-to-date filings. Not investment advice.
2026 guidance vs spent
Cash capex spent in calendar H1 2026, by company (calc.)
- MicrosoftSpent in H1 2026:
$66.7B
Calculated: Microsoft cash capex, calendar Q1 2026 + Q2 2026 (SEC EDGAR XBRL)As of 14 Oct 2026Source - AlphabetSpent in H1 2026:
$80.6B
Calculated: Alphabet cash capex, calendar Q1 2026 + Q2 2026 (SEC EDGAR XBRL)As of 14 Oct 2026Source - AmazonSpent in H1 2026:
$98.4B
Calculated: Amazon cash capex, calendar Q1 2026 + Q2 2026 (SEC EDGAR XBRL)As of 14 Oct 2026Source - Meta PlatformsSpent in H1 2026:
$49.1B
Calculated: Meta Platforms cash capex, calendar Q1 2026 + Q2 2026 (SEC EDGAR XBRL)As of 14 Oct 2026Source
Guidance ranges appear once the Q3 2026 calls (from late October) are entered in the register. Each range will be shown as given, with its fiscal-year basis stated: Microsoft's fiscal year ends in June and its guidance is reported on an inconsistent calendar-versus-fiscal basis.
Spent: calendar Q1 + Q2 2026 cash capex from 10-Q and 10-K filings (SEC EDGAR XBRL company facts), summed (calc.); bars scaled to the largest spender; data as of 14 Oct 2026. Not investment advice.
Compute Price Index
FREEAdvertised on-demand price per GPU-hour, weekly median ($)
| Week of | H100 | H200 | B200 |
|---|---|---|---|
| 13 Oct 2025 | $2.99 | $3.50 | $5.74 |
| 20 Oct 2025 | $2.99 | $3.50 | $5.60 |
| 27 Oct 2025 | $2.99 | $3.50 | $5.74 |
| 3 Nov 2025 | $2.99 | $3.50 | $5.74 |
| 10 Nov 2025 | $2.99 | $3.50 | $5.50 |
| 17 Nov 2025 | $2.99 | $3.50 | $5.45 |
| 24 Nov 2025 | $2.99 | $3.50 | $5.45 |
| 1 Dec 2025 | $2.99 | $3.50 | $5.45 |
| 8 Dec 2025 | $2.99 | $3.50 | $5.45 |
| 15 Dec 2025 | $2.99 | $3.50 | $5.45 |
| 22 Dec 2025 | $2.99 | $3.50 | $5.45 |
| 29 Dec 2025 | $2.99 | $3.50 | $5.42 |
| 5 Jan 2026 | $2.99 | $3.50 | $5.42 |
| 12 Jan 2026 | $2.99 | $3.50 | $5.42 |
| 19 Jan 2026 | $2.99 | $3.50 | $5.44 |
| 26 Jan 2026 | $2.99 | $3.50 | $5.44 |
| 2 Feb 2026 | $2.99 | $3.59 | $5.40 |
| 9 Feb 2026 | $2.98 | $3.55 | $5.32 |
| 16 Feb 2026 | $2.99 | $3.55 | $5.32 |
| 23 Feb 2026 | $2.96 | $3.50 | $5.50 |
| 2 Mar 2026 | $2.96 | $3.50 | $5.50 |
| 9 Mar 2026 | $2.93 | $3.50 | $5.50 |
| 16 Mar 2026 | $2.92 | $3.50 | $5.50 |
| 23 Mar 2026 | $2.94 | $3.50 | $5.50 |
| 30 Mar 2026 | $2.93 | $3.50 | $5.50 |
| 6 Apr 2026 | $2.93 | $3.50 | $5.25 |
| 13 Apr 2026 | $2.99 | $3.50 | $5.50 |
| 20 Apr 2026 | $2.99 | $3.50 | $5.49 |
| 27 Apr 2026 | $2.95 | $3.49 | $5.50 |
| 4 May 2026 | $2.99 | $3.50 | $5.50 |
| 11 May 2026 | $2.99 | $3.50 | $5.50 |
| 18 May 2026 | $2.99 | $3.79 | $5.50 |
| 25 May 2026 | $2.97 | $3.98 | $5.50 |
| 1 Jun 2026 | $3.00 | $4.00 | $6.11 |
| 8 Jun 2026 | $3.00 | $4.00 | $6.11 |
| 15 Jun 2026 | $2.99 | $4.29 | $6.67 |
| 22 Jun 2026 | $3.00 | $4.29 | $6.30 |
| 29 Jun 2026 | $3.07 | $4.29 | $6.11 |
| 6 Jul 2026 | $3.32 | $4.29 | $6.70 |
| 13 Jul 2026 | $3.08 | $4.11 | $6.25 |
| 20 Jul 2026 | $3.20 | $4.00 | $6.25 |
| 27 Jul 2026 | $3.36 | $4.29 | $6.19 |
| 3 Aug 2026 | $3.38 | $4.29 | $6.64 |
| 10 Aug 2026 | $3.37 | $4.47 | $6.37 |
| 17 Aug 2026 | $3.38 | $4.48 | $6.79 |
| 24 Aug 2026 | $3.37 | $4.38 | $6.37 |
| 31 Aug 2026 | $3.32 | $4.40 | $6.01 |
| 7 Sep 2026 | $3.34 | $4.40 | $6.25 |
| 14 Sep 2026 | $3.34 | $4.44 | $6.52 |
| 21 Sep 2026 | $3.38 | $4.44 | $6.49 |
| 28 Sep 2026 | $3.38 | $4.50 | $6.79 |
| 5 Oct 2026 | $3.49 | $4.63 | $6.79 |
| 12 Oct 2026 | $3.52 | $4.62 | $7.95 |
$3.52
GetDeploying GPU price dataset (CC BY 4.0)As of 14 Oct 2026Source+17.8%
Calculated: H100 weekly median, week of 2026-10-12 over week of 2025-10-13As of 14 Oct 2026SourceH100 advertised median $3.52 in the week of 12 Oct 2026, +17.8% on the week of 13 Oct 2025, across 41 providers. These are advertised prices, not transaction indices.
Source: GetDeploying GPU price dataset (getdeploying.com/dataset/gpu-prices), licensed under CC BY 4.0. Weekly median of provider median advertised on-demand prices, $ per GPU-hour; weekly medians compiled from the dataset, weeks of 13 Oct 2025 to 12 Oct 2026; data as of 14 Oct 2026. Advertised on-demand medians, not transaction indices; the latest week may still change. Convert any price into $m per MW-year with the price converter. Not investment advice.
NVIDIA Pulse
FREERevenue by fiscal quarter ($B)
Total revenue as reported; Data Center segment revenue follows.
- FY26
- FY27
- Derived from year-to-date filings
- Percentages: change on the previous quarter
| Fiscal quarter | Quarter ended | Revenue | Change on previous quarter (calculated) |
|---|---|---|---|
| Q1 FY26 | 27 Apr 2025 | $44.1B | n/a |
| Q2 FY26 | 27 Jul 2025 | $46.7B | +6.1% |
| Q3 FY26 | 26 Oct 2025 | $57.0B | +22.0% |
| Q4 FY26 | 25 Jan 2026 | $68.1B, derived from year-to-date filings | +19.5% |
| Q1 FY27 | 26 Apr 2026 | $81.6B | +19.8% |
| Q2 FY27 | 26 Jul 2026 | $96.2B | +17.9% |
$96.2B
SEC EDGAR 10-Q (XBRL)As of 14 Oct 2026Source+105.9%
Calculated: NVIDIA total revenue, Q2 FY27 over Q2 FY26 (SEC EDGAR XBRL)As of 14 Oct 2026Source$221.30
Exchange closesAs of 14 Oct 2026Source-3.2%
Exchange closesAs of 14 Oct 2026Source+18.7%
Exchange closesAs of 14 Oct 2026SourceSource: NVIDIA 10-Q and 10-K filings (SEC EDGAR XBRL) — latest: SEC EDGAR 10-Q (XBRL) for the quarter ended 26 Jul 2026; data as of 14 Oct 2026. Total revenue by fiscal quarter, as reported; Data Center segment revenue follows. Hatched quarters are derived from year-to-date filings. Quarter-on-quarter and year-on-year changes are calculated. Share price: exchange close of 14 Oct 2026. Not investment advice.
Gigawatt Race
FREELargest AI campuses: IT power online now vs planned
- Online now
- Largest planned
| Campus | Owner | Country | Online now | Largest planned | Planned by |
|---|---|---|---|---|---|
| Microsoft Fairwater Wisconsin | Microsoft | United States | 369 MW | 2.26 GW | May 2028 |
| Anthropic-Amazon New Carlisle | Amazon | United States | 910 MW | 1.93 GW | Mar 2028 |
| OpenAI Stargate New Mexico | Oracle | United States | 0 MW | 1.75 GW | Dec 2028 |
| Meta Hyperion | Meta | United States | 0 MW | 1.63 GW | Jan 2028 |
| Colossus 2 | SpaceXAI | United States | 946 MW | 1.53 GW | Feb 2027 |
| OpenAI Stargate Shackelford | Oracle | United States | 0 MW | 1.40 GW | Nov 2028 |
| QTS Cedar Rapids | not stated | United States | 0 MW | 1.13 GW | Nov 2027 |
| Meta Prometheus | Meta | United States | 471 MW | 1.02 GW | Jul 2028 |
| Goodnight | United States | 0 MW | 1.01 GW | Oct 2027 | |
| OpenAI Stargate UAE | G42 | United Arab Emirates | 0 MW | 1.00 GW | Jan 2028 |
Source: Epoch AI, Frontier Data Centers (epoch.ai/data/data-centers), licensed under CC BY 4.0; snapshot of 14 Oct 2026. IT power online now versus the largest planned IT power in the timeline (MW). Epoch AI estimates from satellite imagery, permits and disclosures, not company specifications. The 10 campuses shown are the largest by planned IT power of the 94 in the dataset. Full register in the Datacentre Monitor. Not investment advice.
Neocloud Scoreboard
FREE HEADLINES · FULL IN STANDARD| Company · ticker | Latest revenue (y/y calc.) | Share price · YTD | Latest news |
|---|---|---|---|
| CoreWeave CRWV | $2.6BSEC EDGAR 10-Q (XBRL)As of 14 Oct 2026Source+112.5%Calculated: CoreWeave revenue, Q2 FY26 over the same quarter a year earlier (SEC EDGAR XBRL)As of 14 Oct 2026Source | $65.78Exchange closesAs of 14 Oct 2026Source-8.1%Exchange closesAs of 14 Oct 2026Source | 2027 capacity "nearly all sold"14 Oct 2026 |
| Nebius Group NBIS | No quarterly XBRL revenue: the company files as a foreign private issuer (6-K/20-F). | $186.01Exchange closesAs of 14 Oct 2026Source+122.2%Exchange closesAs of 14 Oct 2026Source | Falls about 10% alongside CoreWeave on financing worries14 Oct 2026 |
| IREN IREN | $137MSEC EDGAR 10-K (XBRL)As of 14 Oct 2026Source-26.7%Calculated: IREN revenue, Q4 FY26 over the same quarter a year earlier (SEC EDGAR XBRL)As of 14 Oct 2026Source | $30.56Exchange closesAs of 14 Oct 2026Source-19.1%Exchange closesAs of 14 Oct 2026Source | Falls 10.8% to $31.05, near its 52-week low14 Oct 2026single source |
Sources: revenue from company 10-Q and 10-K filings (SEC EDGAR XBRL), latest reported quarter; y/y against the same quarter a year earlier (calc.); filings data as of 14 Oct 2026. Share prices: exchange closes of 14 Oct 2026. Headlines are our own summaries from the news register. Not investment advice.
The full suite: twelve dashboards
Five free dashboards for everyone; seven more for subscribers, each built on one of the eleven instruments.
| Dashboard | Plan | What it shows | For |
|---|---|---|---|
| Capex Supercycle Tracker | Free | Big-4 hyperscaler capex by quarter against 2026 guidance | Everyone |
| Compute Price Index | Free | What an H100, H200 or B200 hour costs this week | Buyers, suppliers, investors |
| NVIDIA Pulse | Free | Revenue by fiscal quarter and the share-price snapshot; Data Center segment revenue to follow | Investors, suppliers |
| Gigawatt Race | Free | The biggest AI campuses, online vs planned | Everyone |
| Neocloud Scoreboard | Free / Standard | Revenue, backlog and power across listed and private GPU clouds | Investors, buyers, lenders |
| Global AI Factory Pipeline | Plus | Every 100 MW+ project worldwide by stage, with a country league table | Developers, EPCs, suppliers |
| Power & Grid Monitor | Plus | Interconnection queues, large-load tariffs, PPA prices and equipment lead times | Developers, utilities, EPCs |
| Silicon Supply Chain Heatmap | Plus | Advanced packaging, HBM and memory pricing, accelerator shipments | Suppliers, investors |
| Token Economics Monitor | Plus | API price per million tokens against GPU-hour cost | Compute buyers, investors |
| Credit & Funding Tracker | Plus | Funding-cost ladder, maturity wall and contract cover of debt | Lenders, credit investors |
| Backlog & Contract Ledger | Pro | Who owes whom across hyperscalers, neoclouds and AI labs | Funds, lenders, advisers |
| AI-Factory Unit Economics Lab | Pro | Build cost per MW, GPU-hour price, utilisation and power price into payback and IRR | Developers, lenders, funds |