Capex
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Platformonomics TGIF #136: July 31, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email The Q2 CAPEX numbers are here, the Q2 CAPEX numbers are here! My Writing Follow the CAPEX: Q2 2026 Scoreboard Amazon, Google, Meta and Microsoft spent almost…
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Follow the CAPEX: Q2 2026 Scoreboard
Our four hyperCAPEX companies collectively spent almost $172 billion on CAPEX in Q2, up 29% from last quarter and up 77% from a year ago. This quarter’s spend is more than they collectively spent for the entire year of 2023 ($155 billion), and their cumulative lifetime CAPEX spend is over $1.9 trillion. At the halfway…
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Platformonomics TGIF #135: July 24, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Service resumed! News Google CAPEX – Q2 2026 A good start! (Though Wall Street seems to disagree). Google CFO commentary: CapEx was $44.9 billion in the second…