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RANK.AI DATA / LATEST PUBLICATION

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

Follow changes
In front today

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
Highest 271.0%Middle 0
1. CoreWeave — 271.0%2. Oracle — 82.6%3. Meta — 39.1%4. Microsoft — 34.9%5. Google — 29.7%6. Micron — 28.0%7. Amazon — 22.3%8. Intel — 21.2%9. Constellation Energy — 15.7%10. Vistra — 15.1%11. Cloudflare — 11.3%12. Hewlett Packard Enterprise — 6.1%13. ServiceNow — 4.9%14. Qualcomm — 4.5%15. AMD — 4.1%16. Vertiv — 3.7%17. NVIDIA — 2.4%18. Dell Technologies — 2.4%19. Cisco — 2.2%20. Apple — 2.2%21. IBM — 1.6%22. Salesforce — 1.4%23. Broadcom — 1.1%24. Snowflake — 1.1%25. Palantir — 0.7%26. Opendoor — 0.5%27. Supermicro — 0.4%
Rank 1one bar per published rowRank 27
WHY THIS RANK / VERIFIED SNAPSHOT

Oracle

Ranks a bounded AI infrastructure company cohort by reported TTM capex divided by reported TTM revenue, requiring four complete fiscal quarters for both flows.

availablePermalink to this snapshot ↗
Published rank
#2
Score
0.826
Sample size
8

99% confidence · 100% component coverage · as of Sep 10, 2026, 3:20 AM UTC

SCORE CONSTRUCTION

Component ledger

4/4 evidenced

All components available · 1 evidence record each

Components contributing to Oracle's rank
ComponentValueWeightContribution
SEC capex latest quarter USD164930000000%—
SEC capex to revenue ratio0.82637549100%0.826
SEC capex TTM USD556630000000%—
SEC revenue TTM USD673580000000%—
WHY IT MOVED

flat since prior snapshot

0 ranks

No component moved since the prior snapshot.

PRIMARY EVIDENCE

Source trail

4 public records
  • Latest-quarter capital expenditureSEC capex latest quarter USD · observed Sep 10, 2026, 3:20 AM UTC$16.49B99% confidence
    Source
    SEC EDGAR CompanyFacts
    Grade
    A
    Freshness
    fresh
    Locator
    {"cik":"0001341439","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001341439.json","selectedFacts":{"debtFacts":[],"capexQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"8502000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"12033000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"},{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"18635000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"},{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"16493000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"55663000000"}]}],"revenueQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"14926000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"14926000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"16058000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":"CY2025Q4","start":"2025-09-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"16058000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"17190000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":"CY2026Q1","start":"2025-12-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"17190000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"19184000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"48173000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"67357000000"}]}]},"contentHashKind":"sha256_canonical_json"}
    Open primary evidence ↗
  • TTM capital intensitySEC capex to revenue ratio · observed Sep 10, 2026, 3:20 AM UTC82.6%99% confidence
    Source
    SEC EDGAR CompanyFacts
    Grade
    A
    Freshness
    fresh
    Locator
    {"cik":"0001341439","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001341439.json","selectedFacts":{"debtFacts":[],"capexQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"8502000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"12033000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"},{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"18635000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"},{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"16493000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"55663000000"}]}],"revenueQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"14926000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"14926000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"16058000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":"CY2025Q4","start":"2025-09-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"16058000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"17190000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":"CY2026Q1","start":"2025-12-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"17190000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"19184000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"48173000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"67357000000"}]}]},"contentHashKind":"sha256_canonical_json"}
    Open primary evidence ↗
  • TTM capital expenditureSEC capex TTM USD · observed Sep 10, 2026, 3:20 AM UTC$55.66B99% confidence
    Source
    SEC EDGAR CompanyFacts
    Grade
    A
    Freshness
    fresh
    Locator
    {"cik":"0001341439","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001341439.json","selectedFacts":{"debtFacts":[],"capexQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"8502000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"12033000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"},{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"18635000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"},{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"16493000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"55663000000"}]}],"revenueQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"14926000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"14926000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"16058000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":"CY2025Q4","start":"2025-09-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"16058000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"17190000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":"CY2026Q1","start":"2025-12-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"17190000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"19184000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"48173000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"67357000000"}]}]},"contentHashKind":"sha256_canonical_json"}
    Open primary evidence ↗
  • TTM revenueSEC revenue TTM USD · observed Sep 10, 2026, 3:20 AM UTC$67.36B99% confidence
    Source
    SEC EDGAR CompanyFacts
    Grade
    A
    Freshness
    fresh
    Locator
    {"cik":"0001341439","endpoint":"https://data.sec.gov/api/xbrl/companyfacts/CIK0001341439.json","selectedFacts":{"debtFacts":[],"capexQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"8502000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"12033000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"8502000000"},{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"18635000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"20535000000"},{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"16493000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"39170000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"PaymentsToAcquirePropertyPlantAndEquipment","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"55663000000"}]}],"revenueQuarters":[{"end":"2025-08-31","start":"2025-06-01","value":"14926000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-08-31","form":"10-Q","filed":"2025-09-10","frame":"CY2025Q3","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-200095","fiscalYear":2026,"fiscalPeriod":"Q1","reportedValue":"14926000000"}]},{"end":"2025-11-30","start":"2025-09-01","value":"16058000000","derivation":"reported_quarter","sourceFacts":[{"end":"2025-11-30","form":"10-Q","filed":"2025-12-11","frame":"CY2025Q4","start":"2025-09-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-25-315925","fiscalYear":2026,"fiscalPeriod":"Q2","reportedValue":"16058000000"}]},{"end":"2026-02-28","start":"2025-12-01","value":"17190000000","derivation":"reported_quarter","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":"CY2026Q1","start":"2025-12-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"17190000000"}]},{"end":"2026-05-31","start":"2026-03-01","value":"19184000000","derivation":"cumulative_difference","sourceFacts":[{"end":"2026-02-28","form":"10-Q","filed":"2026-03-11","frame":null,"start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-101045","fiscalYear":2026,"fiscalPeriod":"Q3","reportedValue":"48173000000"},{"end":"2026-05-31","form":"10-K","filed":"2026-06-22","frame":"CY2025","start":"2025-06-01","concept":"RevenueFromContractWithCustomerExcludingAssessedTax","accession":"0001193125-26-277521","fiscalYear":2026,"fiscalPeriod":"FY","reportedValue":"67357000000"}]}]},"contentHashKind":"sha256_canonical_json"}
    Open primary evidence ↗
REPRODUCIBILITYSEC CompanyFacts capital-intensity methodology · v2-single-concept-quarter-chain-2026-07-27132 observations · 1 sources · passed quality
Snapshot
a471a50c-8ea4-47b7-9364-df0315f43966
Data hash
664769321924fbfcd022976f07b9fea947c5c92f283ab244f2a708f9f3a8c687
Method hash
c361f5d9b27ef0a4b11bd22f5a95564c9ea838cd7d5b6dd6ae3b754c7fd6ec03

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