BIG TECH CAPEX = NVIDIA REVENUE
@StockMKTNewz's chart drew 38.9K views on X: #29 of 41 business charts about the 10 largest tech stocks we read. Read Oct 14, 2026.
Big Tech CAPEX plans are projected to increase from an estimated 200 billion USD in 2022 to 725 billion USD in 2026, while NVIDIA's Data-Center Run-Rate is projected to increase from an estimated 20 billion USD in 2022 to 355 billion USD in 2026. NVIDIA's Data-Center Revenue as a percentage of Big Tech CAPEX increased from 10% in 2022 to 49% in 2026.
BIG TECH CAPEX = NVIDIA REVENUE
The numbers
7 of 15 numbers are printed on the original chart; the rest are estimates read off its axis. Read off the image by our vision model; check the original before you quote one.
| Label | Series | USD billions | How we know |
|---|---|---|---|
| 2022 | Big Tech CAPEX | 200 | estimate |
| 2023 | Big Tech CAPEX | 250 | estimate |
| 2024 | Big Tech CAPEX | 375 | estimate |
| 2025 | Big Tech CAPEX | 525 | estimate |
| 2026 | Big Tech CAPEX | 725 | printed |
| 2022 | NVIDIA Data-Center Run-Rate | 20 | estimate |
| 2023 | NVIDIA Data-Center Run-Rate | 77.5 | estimate |
| 2024 | NVIDIA Data-Center Run-Rate | 172.5 | estimate |
| 2025 | NVIDIA Data-Center Run-Rate | 246.75 | estimate |
| 2026 | NVIDIA Data-Center Run-Rate | 355 | printed |
| 2022 | NVIDIA Data-Center Revenue vs. Big Tech CAPEX | 10 | printed |
| 2023 | NVIDIA Data-Center Revenue vs. Big Tech CAPEX | 31 | printed |
| 2024 | NVIDIA Data-Center Revenue vs. Big Tech CAPEX | 46 | printed |
| 2025 | NVIDIA Data-Center Revenue vs. Big Tech CAPEX | 47 | printed |
| 2026 | NVIDIA Data-Center Revenue vs. Big Tech CAPEX | 49 | printed |
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