Hyperscaler Capex & Financing Model
How the largest builders are funding the buildout — capex trajectories, off-balance-sheet structures, PPAs, and the financing strategies behind the headline numbers.
What this report covers
- Capex trajectory and guidance across the major hyperscalers
- Off-balance-sheet JV & SPV structures
- Power purchase agreements as a financing lever
- What the SEC filings actually disclose
The data behind it
The analyst research builds on our live capital & markets data, shown here in full. The interpretation, outlook, and models are the part you can’t auto-generate — that’s the premium report.
Recent tracked deals, financings & PPAs · live site data as of Jun 17, 2026
| Company | Event | Date |
|---|---|---|
| Market | Oracle denies $3bn Microsoft data center deal collapsed over … | 5h ago |
| Market | AI Colocation Deal Worth Over $1B Would End Bitcoin Mining at… | 10h ago |
| Market | Your raise used to go offshore. Then it went to a buyback. No… | 14h ago |
| Market | US investment lead for $100bn Brookfield AI Infrastructure Fu… | yesterday |
| Market | Google to spend $1.5bn expanding its data center campus in Ja… | yesterday |
| Market | Inside Amazon's New US$10bn Missouri Hyperscale Data Centre | yesterday |
| Market | Project Jupiter AI data center build raises concerns about wa… | yesterday |
| Market | Two mayors, one $10 billion AI data center, and a growing div… | yesterday |
| Company | Form | Date |
|---|---|---|
| VisionWave Holdings, Inc. | 8-K | 2026-06-17 |
| Csquare, Inc. | S-1 | 2026-06-16 |
| Nixxy, Inc. | 8-K | 2026-06-15 |
| COGENT COMMUNICATIONS HOLDINGS, INC. CCOI | 8-K | 2026-06-15 |
| AVISTA CORP AVA | 8-K | 2026-06-12 |
| Spark I Acquisition Corp | 8-K | 2026-06-11 |
Hyperscaler Capex & Financing Model — launching Q3
How the largest builders are funding the buildout — capex trajectories, off-balance-sheet structures, PPAs, and the financing strategies behind the headline numbers.
- Capex trajectory and guidance across the major hyperscalers
- Off-balance-sheet JV & SPV structures
- Power purchase agreements as a financing lever
- What the SEC filings actually disclose
Included with a paid plan — built for analyst, investor & institutional users.
About “Hyperscaler Capex & Financing Model”
How the largest builders are funding the buildout — capex trajectories, off-balance-sheet structures, PPAs, and the financing strategies behind the headline numbers. It is part of our premium analyst research — interpretation, forward outlooks, and models that go beyond the free data reports, included with a paid plan. Launching Q3. Explore the underlying data on the power, policy, markets, and map pages.