Instrument 07 · monthly
Capex & Circularity Map
Reconciles hyperscaler capex guidance, signed-but-not-commenced leases, revenue per gigawatt and the share of demand financed by suppliers, drawn as a who-owes-whom map.
HEADLINE READING
First reading at launch
big-4 capex guidance, $bn
Headline readings are public to every visitor.
- CADENCE
- Monthly
- INPUTS
- Guidance, lease commitments, supplier disclosures
- OUTPUT
- Reconciliation table and dependency map
- ACCESS
- Plus and Pro
Method
- Capex guidance is stored as ranges, with each company's fiscal-year basis stated; supplier-financed demand (for example capacity buy-back commitments) is shown separately.
Caveats
- Companies define capex differently; each definition is stated beside its figure.
Revision log
No method changes since launch.
Every change to this method will be dated and recorded here.
Methodology published by Compute Terminal. Not investment advice.