This is the first monthly AI Capex Tracker on MarketAnalysis.com: one page, refreshed each month, showing what the largest AI infrastructure buyers spent, what they say they will spend, how they pay for it, and where the money ends up. The September quarter closed the books on a simple number. Amazon, Alphabet, Microsoft, Meta and Oracle put $237.3 billion into capital spending … [Read more...] about AI Capex Tracker November 2026, Hyperscalers Spend $237 Billion in One Quarter as Free Cash Flow Turns Negative
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