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![ReneSellmann Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::872839233232408576.png) Rene Sellmann [@ReneSellmann](/creator/twitter/ReneSellmann) on x 8509 followers
Created: 2025-07-07 14:47:57 UTC

The story of Big Tech being capital-light compounders seems to be over! ⚠️

The capex-to-operating-cash-flow ratios are trending upward and now higher than that of General Motors (42.6%) – a company we used to think of as the definition of capital intensity.

📈 Microsoft $MSFT is plowing XX% of its operating cash flow into CapEx

📈 Meta $META is close behind at XX%

📈 Alphabet $GOOG comes in at XX%

📈 Amazon $AMZN tops them all with a staggering XX%

![](https://pbs.twimg.com/media/GvQzYHcW4AA31hm.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942234135348518970/c:line.svg)

**Related Topics**
[goog](/topic/goog)
[msft](/topic/msft)
[$goog](/topic/$goog)
[$meta](/topic/$meta)
[meta](/topic/meta)
[cash flow](/topic/cash-flow)
[$msft](/topic/$msft)
[general motors](/topic/general-motors)

[Post Link](https://x.com/ReneSellmann/status/1942234135348518970)