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⚡ AI Capex Tracker — The $1 Trillion AI Arms Race

An interactive dashboard tracking how Big Tech is spending on AI infrastructure. Data centers, custom chips, GPU clusters — the numbers that define the next decade of computing.

Next.js TypeScript Tailwind

🔥 Inspired By

Alphabet's bombshell announcement of $185 billion in planned 2026 AI capex — the largest infrastructure commitment by a single tech company in history.

Features

  • 📊 Hero Stats — Combined capex, AI-specific spend, top spender, cumulative totals
  • 📈 Interactive Charts — Stacked area, AI vs non-AI, and bar chart views with Recharts
  • 🏢 Company Cards — Per-company breakdown with sparkline charts and growth metrics
  • 📋 Comparison Table — Side-by-side capex with YoY growth and AI share bars
  • 📰 News Feed — Latest AI infrastructure headlines with sentiment
  • 🎨 Glassmorphism UI — Dark theme with subtle glow effects and animations

Companies Tracked

Company Ticker 2026 Capex (est.)
🔵 Alphabet GOOGL $185.0B
🟦 Microsoft MSFT $110.0B
🟠 Amazon AMZN $130.0B
🔷 Meta META $80.0B
🔴 Oracle ORCL $25.0B
⚪ Apple AAPL $20.0B

Tech Stack

  • Next.js 15 with App Router
  • React 19 + TypeScript
  • Tailwind CSS 3.4 (dark glassmorphism theme)
  • Recharts for interactive data visualization
  • No paid APIs required — all mocked data based on real public sources

Getting Started

npm install
npm run dev

Open http://localhost:3000

Data Sources

All figures are based on:

  • Public 10-K filings and earnings reports
  • Forward guidance from earnings calls
  • Analyst consensus estimates (Goldman Sachs, Morgan Stanley, etc.)

Note: 2025-2026 figures are estimates/guidance and subject to change.

Built As

A Daily Surprise MVP — built overnight on Feb 7, 2026.

License

MIT

About

AI Capex Tracker — Track the $1 Trillion AI Arms Race. Interactive dashboard showing Big Tech infrastructure spending.

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