---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42440704.md"
description: "Current hyperscaler 2026 capex: ~$725BThey all report earnings at the end of July, where they'll update 2026 capex forecasts.Current 2026 capex:$Amazon(AMZN.US): ~$200B$Microsoft(MSFT.US): ~$190B$Alphabet(GOOGL.US): ~$190B$Meta Platforms(META.US): ~$145BWith soaring memory costs as a key driver, surely all have to revise up capex for the rest of this year."
datetime: "2026-07-06T11:55:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42440704.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42440704.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42440704.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
---

# Current hyperscaler 2026 capex: ~$725BThey all rep…


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## Comments (1)

- **lifeandtime · 2026-07-07T01:31:59.000Z**: The key is whether the growth rate is slowing down