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The AI bill

World AI spending since Jan 1, 2026

$2,237,809,318,536.99
+$84,679.73every second
+$5.1Mevery minute
+$304.8Mevery hour
+$7.3Bevery day
$0.00since you opened this
That’s$273per person on Earth ↗
18 companies, to scale · 2026 so far

The capex skyline

$708,223,732,164
Capex beats operating profitOperating profit covers capex
Capex, 18 companies · 2026 so far$708,223,732,164
Their operating profit · 2026 so far$805,026,970,321
Capex per $1 of operating profit$0.88
Sort
  1. 1AWSAMZN$203.3B$89.4B$203,269,146,435+$9,719.58/s-$113.9B
  2. 2GoogleGOOGL$150.3B$135.5B$150,298,489,395+$6,460.72/s-$14.8B
  3. 3MicrosoftMSFT$110.9B$139.3B$110,927,530,890+$4,952.57/s+$28.4B
  4. 4MetaMETA$95.2B$59.3B$95,180,062,819+$4,270.08/s-$35.9B
  5. 5OracleORCL$71.0B$19.9B$71,000,525,020+$3,585.32/s-$51.2B
  6. 6MicronMU$25.3B$81.9B$25,320,020,603+$958.12/s+$56.6B
  7. 7CoreWeaveCRWV$22.9B-$260.2M$22,928,905,482+$816.80/s-$23.2B
  8. 8NVIDIANVDA$7.8B$195.5B$7,757,343,503+$340.48/s+$187.7B
  9. 9EquinixEQIX$4.3B$2.1B$4,268,516,801+$161.52/s-$2.2B
  10. 10DellDELL$3.7B$15.3B$3,697,014,353+$157.59/s+$11.6B
  11. 11NebiusNBIS$3.4B-$512.6M$3,407,252,941+$128.93/s-$3.9B
  12. 12Digital RealtyDLR$3.0B$910.1M$2,956,824,698+$111.89/s-$2.0B
  13. 13AMDAMD$2.3B$6.2B$2,315,230,400+$102.77/s+$3.9B
  14. 14ASMLASML$1.5B$10.7B$1,490,871,899+$56.42/s+$9.2B
  15. 15BaiduBIDU$1.4B-$678.9M$1,407,584,072+$53.26/s-$2.1B
  16. 16BroadcomAVGO$1.4B$45.9B$1,387,969,347+$67.66/s+$44.5B
  17. 17VertivVRT$474.7M$2.4B$474,690,538+$17.50/s+$1.9B
  18. 18SupermicroSMCI$135.8M$2.3B$135,752,968+$5.14/s+$2.2B

Company-wide capex and operating profit from SEC filings, not AI-only. “After capex” is operating profit minus capex. Capex is investment, not a loss. After each company’s newest filing, its latest pace is held. Baidu and ASML converted at Fed annual rates ↗

Where it goes

$2,237,809,318,537 in 2026
55.6%

Infrastructure & devices

$1,243,904,585,355+$47,069.92 every second
21.6%

AI services

$483,083,271,706+$18,280.09 every second
17.3%

AI software

$386,845,554,841+$14,638.41 every second
1.9%

AI cybersecurity

$43,028,090,696+$1,628.20 every second
1.1%

Agents & assistants

$24,485,126,337+$926.53 every second
1.1%

Generative models

$23,686,525,242+$896.31 every second
1.0%

Data science & ML platforms

$22,160,551,901+$838.57 every second
0.4%

Application development

$7,995,228,803+$302.54 every second
0.1%

AI data

$2,619,545,670+$99.12 every second

Digital intelligence.
Physical consequences.

Water · 2026 so far586,686,889,542 L
1.3%of the water all US families use at home ↗
4,353 Lper US family ↗
1.4Mfamilies’ water for a year
Your share is the same asAbout 1 shower↗
234,675 Olympic pools. Another every 113 sec ↗
Carbon · 2026 so far61,168,822 t CO₂
0.2%of the world’s fossil CO₂ ↗
7.5 kgper person on Earth
13.3Mcars driven for a year ↗
Your share is the same asAbout 19 miles in a typical car↗
Another car-year every 2.0 sec
Power · all data centres, 2024415 TWh
29%of the electricity all US homes use ↗
38.5MUS homes for a year
Not AI-onlyevery workload ↗
Your share is the same asAbout 2 days of a US home’s power↗

Water and carbon are midpoints of a peer-reviewed 2025 range ↗, grown 30% a year by assumption. “Your share” splits each total across everyone on Earth. Range: 340.4B–832.9B L, 35.5M–86.8M t.