The rows cover seven companies — Microsoft, Alphabet, Amazon, Meta, Oracle, Apple and NVIDIA — with 66 sourced company-year capex observations for 2022–2026, 138 publicly surfaced buyer–supplier relationships (not a complete universe of subcontractors), and 144 external market forecasts through 2033. Audited AI-only budgets do not exist: the comparable basis shown is company-wide capital expenditure, which for the hyperscalers is increasingly dominated by AI and data-center build-out. Coverage by year is partial and accounting definitions differ; fiscal years differ too (Microsoft ends June, Oracle May, Apple September, NVIDIA January).
One dot per company-year, best-sourced figure where sources conflict. Values are US$ billions of company-wide capex — not AI-only spending. Apple and NVIDIA sit near the floor because their business models differ: Apple leans on partners and device-side compute, NVIDIA is a fabless supplier whose own capex is tiny next to customers' purchases of its systems. Hover any dot for its measure definition and source.
Ribbon width is the count of surfaced public relationships by category, not dollars — most contract values are confidential, and only 41 of 138 rows carry a disclosed or estimated value, so no spend widths are invented and supplier amounts are never forced to sum to buyer capex. The one large recurring estimate: Alphabet spends about $8B a year with Broadcom on TPU silicon co-design (an analyst estimate, not an audited contract). Hover a ribbon for the actual suppliers behind it; the table below holds every row.
Reliable company-by-company forecasts do not extend to 2033, so the actual lines above stop at reported years. These are external market-research forecasts of distinct, overlapping market scopes — they are not additive and not comparable to each other or to company capex. Each panel shows the forecaster's own base and endpoint.
| Buyer | Supplier | Category | Value $B | Relationship | Source |
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Method: 66 company-year spending observations (2022–2026, US$ billions, mixed definitions: cash capex, audited additions/purchases of property and equipment, finance leases) deduplicated by keeping the figure with the most independent sources per company-year; 138 publicly surfaced buyer–supplier relationships grouped into 12 categories (only 41 carry a disclosed or estimated value; ribbon widths are relationship counts); 144 external forecast observations, of which 6 well-scoped 2032–2033 endpoints are shown. Fiscal years differ by company and are plotted as labeled. Capex is company-wide, not AI-only; AI shares are generally undisclosed. Data compiled from public filings, investor-relations pages and analyst estimates as of 2026. Duplicate and non-comparable forecast scopes were cut for space.