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21 jul 26, 00:48 UTC31 dec 26, 23:59 UTC
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Context: https://epoch.ai/data-insights/hyperscaler-capex-vs-cash-flow
- Resolves yes if for a calendar quarter the combined cash capex of Microsoft, Alphabet, Amazon, Meta, and Oracle is lower than it was in the proceeding quarter.
- Q3 and Q4 2026 are the quarters being considered.
- Since Oracle does not do calendar year reporting, their nearest fiscal quarter will be used for its contribution to the sum.