Microsoft capex
per quarter
- Additions to property and equipment
- $39.4B quarter to 2026-09-30
- Finance leases signed
- $5.19B quarter to 2026-09-30
Exposure
as of
What the hyperscalers spend and have sold forward, and what Microsoft and Amazon report about OpenAI and Anthropic. Quarterly from 2020, read from XBRL (the SEC’s tagged financial data) in each filing.
Capex per quarter
The cash each company spent on property and equipment. A quarter the filing tags only year to date is that figure less the one a quarter shorter, marked derived.
Alphabet capex
per quarter
- Purchases of property and equipment
- $51.4B quarter to 2026-09-30
Amazon capex
per quarter
- Purchases of property and equipment
- $77.3B quarter to 2026-09-30
Meta capex
per quarter
- Purchases of property and equipment
- $33.9B quarter to 2026-09-30
- Principal payments on finance leases
- $964M quarter to 2026-09-30
Oracle capex
per quarter
- Capital expenditures
- $28.5B quarter to 2026-08-31
Backlog
Remaining performance obligations at each quarter end: contracted revenue not yet recognized. Cloud figures where the filer tags one.
Microsoft backlog
at period end
- Remaining performance obligations
- $683B at 2026-09-30
- Commercial remaining performance obligations
- $677B at 2026-09-30
Alphabet backlog
at period end
- Remaining performance obligations
- $568B at 2026-09-30
- Google Cloud remaining performance obligations
- $561B at 2026-09-30
- Backlog from Crux AI
- $16.8B at 2026-09-30
Amazon backlog
at period end
- Remaining performance obligations
- $578B at 2026-09-30
- Backlog from OpenAI
- $38.0B at 2026-03-31
Oracle backlog
at period end
- Remaining performance obligations
- $664B at 2026-08-31
Meta tags no backlogMeta’s filings carry no remaining performance obligations fact.
Microsoft on OpenAI
Every figure Microsoft tags on OpenAI in its 10-Q and 10-K, from the first filing that tags it. These are Microsoft’s numbers. They aren’t OpenAI’s results.
Gain or loss Microsoft recognized on OpenAI
per quarter
- Gain or loss Microsoft recognized on OpenAI
- $272M quarter to 2026-09-30
Microsoft’s other OpenAI figures
| Line | Period | As filed | Filing |
|---|---|---|---|
| Total funding commitment | at 2026-09-30 | $13.0B | 10-Q 2026-10-28 |
| Funding paid in | at 2026-09-30 | $12.0B | 10-Q 2026-10-28 |
| Investment ownership percentage, after the period end | at 2025-10-28 | 27% | 10-Q 2025-10-29 |
| Ownership stake | at 2026-09-30 | 24% | 10-Q 2026-10-28 |
| Revenue from OpenAI | quarter to 2026-09-30 | $10.0B | 10-Q 2026-10-28 |
| Receivables from OpenAI | at 2026-09-30 | $7.20B | 10-Q 2026-10-28 |
Amazon on Anthropic
Every figure Amazon tags on Anthropic, from the first filing that tags it. Amazon’s marks follow prices for its preferred stock and aren’t Anthropic’s valuation.
Amazon’s Anthropic figures
| Line | Period | As filed | Filing |
|---|---|---|---|
| Upward marks on the Anthropic preferred stock | 9 months to 2026-09-30 | $62.8B | 10-Q 2026-10-30 |
| Financing Amazon makes available to Anthropic, maximum, after the period end | at 2026-04-29 | $20.0B | 10-Q 2026-04-30 |
| Commitment Anthropic added to Amazon’s backlog | quarter to 2026-06-30 | $100B | 10-Q 2026-10-30 |
| Financing Amazon makes available to Anthropic, maximum | at 2026-06-30 | $20.0B | 10-Q 2026-10-30 |
| Financing available to Anthropic now | at 2026-06-30 | $15.0B | 10-Q 2026-10-30 |
| Anthropic shares held | at 2026-09-30 | 164,000,000 shares | 10-Q 2026-10-30 |
Alphabet’s Anthropic stake isn’t in its filingsEDGAR full-text search finds no Alphabet 10-Q or 10-K that mentions Anthropic (checked 2026-11-04), and no XBRL fact names it. The 10-Q for the quarter to 2026-09-30 describes “our investment in one private company” without naming it. We don’t attach that to Anthropic.
How we read these
Where each number comes from, and what it isn’t.
We read Microsoft (CIK 0000789019, fiscal year ends June 30), Alphabet (CIK 0001652044, fiscal year ends December 31), Amazon (CIK 0001018724, fiscal year ends December 31), Meta (CIK 0001326801, fiscal year ends December 31), Oracle (CIK 0001341439, fiscal year ends May 31). EDGAR’s company facts list each company-wide figure with the filing that reported it, back past 2020. A figure tagged on a segment, a customer, or an investee is only in each 10-Q and 10-K’s own XBRL file, so we read that file once per filing.
Each period shows the newest filing’s value. When a later filing restates a value, the old one stays in the table as restated. Every row links to its filing.
A new 10-Q or 10-K that moves a series raises an alert that states the number. The data is at exposure_quarters and filed_facts. Add ?as_of= to see only what was filed before a date.
Those downloads give you the last 90 days of periods. Add ?history=full for the series back to 2020. That history is CC BY-NC 4.0 for data we publish from 2026-11-04 on, so commercial use needs a paid license. This page shows all of it, free to read.
Data from the last 90 days is CC BY 4.0. Older data is CC BY-NC 4.0, except what we published before 2026-11-04, which stays CC BY 4.0. How you can reuse it.