Compute Arms Race
Company-wide annual capital expenditure for five public AI parents, from exact SEC filings under one us-gaap taxonomy.
View the trendTrends · metric histories
Each trend tracks one measured variable across time, kept in its own evidence lane. Families go live one at a time as their sources pass review. This hub stays out of search until at least three families are live.
Latest verified change
Alphabet moved company-wide capital expenditure to $91.4B for fiscal 2025 from $52.5B in fiscal 2024, a $38.9B increase, per its SEC 10-K filing. Company-wide public-parent capex is not AI-only spending.
Live now
Company-wide annual capital expenditure for five public AI parents, from exact SEC filings under one us-gaap taxonomy.
View the trendIn progress
These are not yet published. They appear here as status only, with no link, until each passes its indexing gate.
Benchmark histories by model and version.
Holds until at least 3 models share a comparable benchmark across at least 2 dates.
Dated input and output token prices and price moves.
Holds until effective dates, units, tiers, and at least 2 observations exist for 3 models.
Context-window growth, with speed kept separate.
Context ships when source-safe; speed holds until a licensed normalized source exists.
Parameters, dense and MoE mix, modality, and adoption.
Holds until at least 5 source-complete models allow a meaningful comparison.
Training compute, hardware, and dataset scale where reported.
Holds until comparable units and explicit missingness are encoded.