AI Seismograph

The largest AI spenders: capital spending, AI-attributed job cuts and profit

Live run ยท generated 2026-10-29 10:51 UTC

Read this first. These figures sit side by side; nothing here claims that spending caused any job cut, or the reverse. Companies do not report AI investment separately, so "capital expenditure" is total purchases of property and equipment as reported in each annual report (SEC XBRL data). It is not a measure of AI investment, and nothing here says the spending caused the cuts. Job-cut entries are this agent's editor-approved records, quoted from each company's own filings; a blank means none was found in the filings searched, not that none happened.
#CompanyCapital expenditureNet incomeAI-attributed job cuts (employer's words)
1AMAZON COM INC
AMZN
FY to 2025-12-31 $131.8B
FY to 2024-12-31 $83.0B
FY to 2023-12-31 $52.7B
FY to 2025-12-31 $77.7B
FY to 2024-12-31 $59.2B
FY to 2023-12-31 $30.4B

No editor-approved AI-attributed job-cut record. Filings read: 1.

2MICROSOFT CORP
MSFT
FY to 2026-06-30 $115.9B
FY to 2025-06-30 $64.6B
FY to 2024-06-30 $44.5B
FY to 2026-06-30 $133.7B
FY to 2025-06-30 $101.8B
FY to 2024-06-30 $88.1B

No editor-approved AI-attributed job-cut record. Filings read: 0.

3Alphabet Inc.
GOOGL
FY to 2025-12-31 $91.4B
FY to 2024-12-31 $52.5B
FY to 2023-12-31 $32.3B
FY to 2025-12-31 $132.2B
FY to 2024-12-31 $100.1B
FY to 2023-12-31 $73.8B

No editor-approved AI-attributed job-cut record. Filings read: 0.

4Meta Platforms, Inc.
META
FY to 2025-12-31 $69.7B
FY to 2024-12-31 $37.3B
FY to 2023-12-31 $27.0B
FY to 2025-12-31 $60.5B
FY to 2024-12-31 $62.4B
FY to 2023-12-31 $39.1B

No editor-approved AI-attributed job-cut record. Filings read: 2.

5ORACLE CORP
ORCL
FY to 2026-05-31 $55.7B
FY to 2025-05-31 $21.2B
FY to 2024-05-31 $6.9B
FY to 2026-05-31 $17.1B
FY to 2025-05-31 $12.4B
FY to 2024-05-31 $10.5B

No editor-approved AI-attributed job-cut record. Filings read: 2.

6Apple Inc.
AAPL
FY to 2025-09-27 $12.7B
FY to 2024-09-28 $9.4B
FY to 2023-09-30 $11.0B
FY to 2025-09-27 $112.0B
FY to 2024-09-28 $93.7B
FY to 2023-09-30 $97.0B

No editor-approved AI-attributed job-cut record. Filings read: 0.

7CoreWeave, Inc.
CRWV
FY to 2025-12-31 $10.3B
FY to 2024-12-31 $8.7B
FY to 2023-12-31 $2.9B
FY to 2025-12-31 โˆ’$1.2B
FY to 2024-12-31 โˆ’$0.9B
FY to 2023-12-31 โˆ’$0.6B

No editor-approved AI-attributed job-cut record. Filings read: 0.

8Tesla, Inc.
TSLA
FY to 2025-12-31 $8.5B
FY to 2024-12-31 $11.3B
FY to 2023-12-31 $8.9B
FY to 2025-12-31 $3.8B
FY to 2024-12-31 $7.1B
FY to 2023-12-31 $15.0B

No editor-approved AI-attributed job-cut record. Filings read: 13.

9NVIDIA CORP
NVDA
FY to 2026-01-25 $6.0B
FY to 2025-01-26 $3.2B
FY to 2024-01-28 $1.1B
FY to 2026-01-25 $120.1B
FY to 2025-01-26 $72.9B
FY to 2024-01-28 $29.8B

No editor-approved AI-attributed job-cut record. Filings read: 0.

10INTERNATIONAL BUSINESS MACHINES CORP
IBM
FY to 2025-12-31 $1.1B
FY to 2024-12-31 $1.0B
FY to 2023-12-31 $1.2B
FY to 2025-12-31 $10.6B
FY to 2024-12-31 $6.0B
FY to 2023-12-31 $7.5B

No editor-approved AI-attributed job-cut record. Filings read: 2.

Ranked by latest fiscal-year capital expenditure among: MSFT, GOOGL, AMZN, META, ORCL, AAPL, NVDA, TSLA, IBM, CRM, AVGO, CRWV. Source: SEC company facts API (data.sec.gov); fiscal years end on different dates for different companies.