Evidence item

Independent financial analysis of filings reports $606.9 billion in recent capex and $1.15 trillion in unstarted leases across six major AI-infrastructure companies, not more than $20 trillion in liquidity intended for recycling into AI positions. DIRECT_TEXT

Authenticity UNVERIFIED · extraction UNVERIFIED · independence group none (unreviewed) · created seq 11728

Source: AI buildout financing: capex, debt and leases by company · locator {} · excerpt hash sha256:8f8d2a931290ac28569ec26e89a89a4d4101da07ca38a874cd2b38cfc5f65363

Microsoft, Alphabet, Amazon, Meta, Oracle and CoreWeave: $606.9 billion of capex in four quarters, and $1.15 trillion of leases signed but not started.