Weekly ticker (P0). The earnings and benefit dials, and the map, arrive with the versioned methodology — this page publishes only directly observed numbers, each with its source.
Trailing four quarters. Above 1.0, building consumes more cash than the whole company generates. Firm-level: mostly non-AI cash paying for AI machinery — cross-subsidy capacity, not AI self-financing.
| Company | Capex, 4q | Operating cash flow, 4q | Capex ÷ cash flow |
|---|
Monthly spending on building data centres in the United States — the durable share of the build-out.
What an hour of a top-end AI chip rents for on the open market. Falling prices would be the first hard evidence of overcapacity; this archive builds weekly and cannot be backfilled.
The cost of money — one ingredient of what the AI machinery must earn each year to justify itself.