−1Capex discipline
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By mid-2029 Microsoft, Google, Meta, Amazon and Oracle double revenue and cut operating costs by $80B or more.15%
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as written in the record
In the latest annual filings available by 2029-07-31, aggregate revenue for MSFT, GOOGL, META, AMZN, and ORCL is ≥2× the aggregate in their latest annual filings available on 2026-07-31, while aggregate reported operating expenses are ≥$80B lower on the same basis
Checked against SemiAnalysis's reporting, company filings, or credible press.
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