Where is AI capex actually going?
A calm look at who's spending, who's earning, and who's in between — built from public filings, refreshed every few hours.
Headline spenders
The companies setting the pace on AI capex, plus two big beneficiaries for context.
Capex, side by side
Trailing-twelve-month capital expenditure, by company.
Ask about the data
Grounded in the current cached dataset — nothing else.
The supply chain
Every company sampoq tracks as a disclosed AI-capex recipient.
| Company | Layer / category | Revenue | YoY |
|---|
No matches. Try a different search or filter.