Chart 2: Size Check: China's Three vs the US four hyperscalers ($B/Year)
Chart 2: Size Check: China's Three vs the US four hyperscalers ($B/Year)#
China's three CSPs together spend less than a tenth of what the US four hyperscalers spend in a year.Draft, pending review
How to read this chart
The stacked bars on the left are Alibaba plus Tencent plus Baidu; the grey bar on the right is the US four hyperscalers, from the same set of analyst estimates on a cash basis.
Source: FinSight compilation and estimates · Updated 2026-09-03
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