The capex billChecking the exchange…

Alphabet, Amazon, Meta 2027 capex guide 25%+ above 2026?

Yes if 2027 guides 25% or more above 2026

Will Alphabet, Amazon and Meta guide their 2027 capital spending to at least 25% more than 2026?

The rule

Yes if the summed midpoints of Alphabet, Amazon and Meta's 2027 capital expenditure guidance are 1.25 times or more their combined 2026 capital expenditures, from earnings releases and calls.

Settles on the company's own results materials; the figure is the company's own guidance.

Source: Investor-relations pages of Alphabet (abc.xyz/investor), Amazon (ir.aboutamazon.com) and Meta (investor.atmeta.com): fourth-quarter 2026 earnings releases and call transcripts

What would move the Call

The midpoint of each company's 2027 capital expenditure guidance compared with its 2026 actual spending would move the call.

Closes

Jan 26

7:00 PM ET

The thesis

Is AI revenue arriving fast enough for the biggest spenders to pay for their data centers out of their own cash?

A test is listed when its specification is admitted and a divergence names two sides. The open markets →

Question, rule and source from the DeepStack engine, data as of Nov 10, 2026. Analysis and opinion, not investment advice.

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Read the case before you trade it

Thesis bookThe capex billThe four hyperscalers' spending, the cash it outruns, the servers Taiwan ships them and the price of the money that pays for it.

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