Latest full-company annualized revenue values from Epoch AI, with ARR versus other bases, evidence class, confidence, and source date preserved.
AI Infrastructure capital intensity
27 companies ranked by TTM capital intensity.
CoreWeave is out in front at 271.0%.
27 companieschecked Sep 10, 2026, 3:20 AM UTCdailyhow we measure this →CSV / JSON
CoreWeave
271.0%TTM capital intensity
- Ahead of second place
- 1.9
- Held by the top three
- 64%
- Middle of the board
- 0
- Below half the leader
- 26 of 27
Dell Technologies
Ranks a bounded AI infrastructure company cohort by reported TTM capex divided by reported TTM revenue, requiring four complete fiscal quarters for both flows.
- Published rank
- #18
- Score
- 0.024
- Sample size
- 8
99% confidence · 100% component coverage · as of Sep 10, 2026, 3:20 AM UTC
Component ledger
All components available · 1 evidence record each
| Component | Value | Weight | Contribution |
|---|---|---|---|
| SEC capex latest quarter USD | 1239000000 | 0% | — |
| SEC capex to revenue ratio | 0.02375709 | 100% | 0.024 |
| SEC capex TTM USD | 3592000000 | 0% | — |
| SEC reported long term debt USD | 25985000000 | 0% | — |
| SEC revenue TTM USD | 151197000000 | 0% | — |
flat since prior snapshot
No component moved since the prior snapshot.
Source trail
Latest-quarter capital expenditureSEC capex latest quarter USD · observed Sep 10, 2026, 3:20 AM UTC$1.24B99% confidence
- Source
- SEC EDGAR CompanyFacts
- Grade
- A
- Freshness
- fresh
- Locator
{"cik":"0001571996","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001571996.json","selectedFacts":{"debtFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2I","start":null,"concept":"LongTermDebtNoncurrent","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"25985000000"}],"capexQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"669000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-01","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"1243000000"},{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"721000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"2633000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"963000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"1239000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"},{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"2202000000"}]}],"revenueQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"27005000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":"CY2025Q3","start":"2025-08-02","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"27005000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"33379000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"80159000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"Revenues","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"113538000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"43842000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"Revenues","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"43842000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"46971000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2","start":"2026-05-02","concept":"Revenues","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"46971000000"}]}]},"contentHashKind":"sha256_canonical_json"}
TTM capital intensitySEC capex to revenue ratio · observed Sep 10, 2026, 3:20 AM UTC2.4%99% confidence
- Source
- SEC EDGAR CompanyFacts
- Grade
- A
- Freshness
- fresh
- Locator
{"cik":"0001571996","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001571996.json","selectedFacts":{"debtFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2I","start":null,"concept":"LongTermDebtNoncurrent","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"25985000000"}],"capexQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"669000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-01","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"1243000000"},{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"721000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"2633000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"963000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"1239000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"},{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"2202000000"}]}],"revenueQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"27005000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":"CY2025Q3","start":"2025-08-02","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"27005000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"33379000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"80159000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"Revenues","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"113538000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"43842000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"Revenues","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"43842000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"46971000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2","start":"2026-05-02","concept":"Revenues","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"46971000000"}]}]},"contentHashKind":"sha256_canonical_json"}
TTM capital expenditureSEC capex TTM USD · observed Sep 10, 2026, 3:20 AM UTC$3.59B99% confidence
- Source
- SEC EDGAR CompanyFacts
- Grade
- A
- Freshness
- fresh
- Locator
{"cik":"0001571996","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001571996.json","selectedFacts":{"debtFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2I","start":null,"concept":"LongTermDebtNoncurrent","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"25985000000"}],"capexQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"669000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-01","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"1243000000"},{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"721000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"2633000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"963000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"1239000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"},{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"2202000000"}]}],"revenueQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"27005000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":"CY2025Q3","start":"2025-08-02","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"27005000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"33379000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"80159000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"Revenues","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"113538000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"43842000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"Revenues","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"43842000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"46971000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2","start":"2026-05-02","concept":"Revenues","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"46971000000"}]}]},"contentHashKind":"sha256_canonical_json"}
Reported long-term debtSEC reported long term debt USD · observed Sep 10, 2026, 3:20 AM UTC$25.99B99% confidence
- Source
- SEC EDGAR CompanyFacts
- Grade
- A
- Freshness
- fresh
- Locator
{"cik":"0001571996","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001571996.json","selectedFacts":{"debtFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2I","start":null,"concept":"LongTermDebtNoncurrent","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"25985000000"}],"capexQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"669000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-01","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"1243000000"},{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"721000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"1912000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"2633000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"963000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"1239000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"963000000"},{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":null,"start":"2026-01-31","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"2202000000"}]}],"revenueQuarters":[{"end":"2025-10-31","start":"2025-08-02","value":"27005000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":"CY2025Q3","start":"2025-08-02","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"27005000000"}]},{"end":"2026-01-30","start":"2025-11-01","value":"33379000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-10-31","form":"10-Q","filed":"2025-12-09","frame":null,"start":"2025-02-01","concept":"Revenues","accession":"0001571996-25-000127","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"80159000000"},{"end":"2026-01-30","form":"10-K","filed":"2026-03-16","frame":"CY2025","start":"2025-02-01","concept":"Revenues","accession":"0001571996-26-000008","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"113538000000"}]},{"end":"2026-05-01","start":"2026-01-31","value":"43842000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-05-01","form":"10-Q","filed":"2026-06-09","frame":"CY2026Q1","start":"2026-01-31","concept":"Revenues","accession":"0001571996-26-000030","fiscalYear":2027,"fiscalPeriod":"Q1","reportedValue":"43842000000"}]},{"end":"2026-07-31","start":"2026-05-02","value":"46971000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-07-31","form":"10-Q","filed":"2026-09-08","frame":"CY2026Q2","start":"2026-05-02","concept":"Revenues","accession":"0001571996-26-000046","fiscalYear":2027,"fiscalPeriod":"Q2","reportedValue":"46971000000"}]}]},"contentHashKind":"sha256_canonical_json"}
Quality flags: reported_debt_lower_bound
Open primary evidence ↗TTM revenueSEC revenue TTM USD · observed Sep 10, 2026, 3:20 AM UTC$151.2B99% confidence
- Source
- SEC EDGAR CompanyFacts
- Grade
- A
- Freshness
- fresh
- Locator
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