Follow the CAPEX: Q2 2026 Scoreboard

1 · Platformonomics · July 31, 2026, 4:47 p.m.
Summary
This blog post discusses the significant capital expenditure (CAPEX) of four hyperCAPEX companies in Q2 2026, totaling almost $172 billion, an increase of 29% from the previous quarter and 77% from the same quarter a year ago. It highlights that this quarter's spending surpasses their total expenditure for the entire year of 2023 and accumulates to over $1.9 trillion in lifetime CAPEX.