Data reports

Recurring reads computed from Supercycle's own datasets: hyperscaler capex, congressional trades in AI names, 13F moves, and the AI Fear & Greed index.

Data reports · · Supercycle Data Desk

Hyperscaler capex roundup: September 2026

Seven AI builders spent $657B on capex over the last four quarters. The table, the 2026 guidance, what changed since the Q2 earnings round, and the power deals behind it.