BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Lycoris Technologies//AI Capex Tracker//EN
CALSCALE:GREGORIAN
X-WR-CALNAME:Hyperscaler earnings (AI capex)
BEGIN:VEVENT
UID:2026-07-28-GOOGL@lycoristechnologies.com
DTSTAMP:20260702T000000Z
DTSTART;VALUE=DATE:20260728
DTEND;VALUE=DATE:20260729
SUMMARY:Alphabet Q2 2026 earnings (capex watch)
DESCRIPTION:Whether the $180–190B range moves again, and first depreciation commentary. Date is expected\, not yet confirmed. Tracker: https://lycoristechnologies.com/ai-capex-tracker/
URL:https://lycoristechnologies.com/ai-capex-tracker/
END:VEVENT
BEGIN:VEVENT
UID:2026-07-29-MSFT@lycoristechnologies.com
DTSTAMP:20260702T000000Z
DTSTART;VALUE=DATE:20260729
DTEND;VALUE=DATE:20260730
SUMMARY:Microsoft FY26 Q4 earnings (capex watch)
DESCRIPTION:Full FY26 capex total lands; first concrete FY27 guidance after the 'growth above FY26' signal. Date is expected\, not yet confirmed. Tracker: https://lycoristechnologies.com/ai-capex-tracker/
URL:https://lycoristechnologies.com/ai-capex-tracker/
END:VEVENT
BEGIN:VEVENT
UID:2026-07-29-META@lycoristechnologies.com
DTSTAMP:20260702T000000Z
DTSTART;VALUE=DATE:20260729
DTEND;VALUE=DATE:20260730
SUMMARY:Meta Q2 2026 earnings (capex watch)
DESCRIPTION:Whether $125–145B holds — Meta has raised at four straight earnings calls. Date is expected\, not yet confirmed. Tracker: https://lycoristechnologies.com/ai-capex-tracker/
URL:https://lycoristechnologies.com/ai-capex-tracker/
END:VEVENT
BEGIN:VEVENT
UID:2026-07-30-AMZN@lycoristechnologies.com
DTSTAMP:20260702T000000Z
DTSTART;VALUE=DATE:20260730
DTEND;VALUE=DATE:20260731
SUMMARY:Amazon Q2 2026 earnings (capex watch)
DESCRIPTION:Whether ≈$200B firms into a range, and AWS capacity commentary. Date is expected\, not yet confirmed. Tracker: https://lycoristechnologies.com/ai-capex-tracker/
URL:https://lycoristechnologies.com/ai-capex-tracker/
END:VEVENT
END:VCALENDAR