The spending that becomes tomorrow’s load. When this rises in the utilities and the equipment makers rather than only in the hyperscalers, the build has moved from announcement to order book.
30 days to 4 Oct 2026 · 23.08% to 23.08%
This page shows the last 30 days. Data-centre capex language has 2 readings in the warehouse, back to 30 Jun 2026. A plan opens the rest of it, with CSV export and the analyst.
U.S. Securities and Exchange Commission
Source: U.S. Securities and Exchange Commission, company filings retrieved from the EDGAR system. Theme counts computed by QuantNow.
Share of the forty-company earnings-release panel whose quarterly release asserts data-centre or AI-driven capital spending, backlog or capacity commitment of its own. Denominator is the panel filings scored that quarter.
Informational research only. Nothing here is personalised investment advice.