AI builders' unstarted leases above $1.2 trillion, 2026?

Yes if above $1.2 trillion

Will Alphabet, Amazon, Meta, Microsoft and Oracle together report over 1.2 trillion dollars of leases signed but not yet started?

The rule

Yes if the leases not yet commenced reported by these five companies in their fiscal 2026 filings sum above 1,200 billion dollars, read on SEC EDGAR.

Settles on a regulatory filing.

Source: SEC EDGAR, lease notes of the Form 10-K for 2026 of Alphabet (CIK 1652044), Amazon (CIK 1018724) and Meta Platforms (CIK 1326801), and of the Form 10-Q of Microsoft (CIK 789019) for December 31, 2026 and Oracle (CIK 1341439) for November 30, 2026

What would move the Call

• New data center leases signed before period end, versus leases that commence and drop off this line, move the sum toward or away from 1.2 trillion.

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