The record

Corrections and updates.

The complete public record of every correction Sorso View has issued. Dated. Explained. Most recent first. Nothing here is ever edited or removed, including this page.

Sorso View publishes under four commitments. The fourth is correction. When the publication is wrong, the correction is published on the record, dated, explained, with the original error preserved alongside what is right and how the error occurred. This page is the archive.

A correction is not a failure of the system. It is the system working. A publication that issues five corrections a year openly is more trustworthy than one that issues none and quietly edits the originals. Readers who came here for honest measurement deserve honest accountability. That is the standard.

May 3, 2026

The four-trillion-dollar bet

Originally published April 30, 2026 · Essay · Issue One
What was wrong The original evidence block listed 2026 capital expenditure figures based on late-January and February 2026 analyst estimates:
  • Microsoft listed at approximately $120B
  • Alphabet at $175 to $185B
  • Meta at $115 to $135B
  • Oracle at approximately $30B
  • Top 5 hyperscaler total at approximately $602 to $700B
What is right On April 29, 2026, one day before original publication, Microsoft, Alphabet, and Meta issued upward revisions to their 2026 capex guidance during Q1 2026 earnings calls. The corrected figures are:
  • Microsoft: approximately $190B (calendar year 2026)
  • Alphabet: $180 to $190B
  • Meta: $125 to $145B
  • Oracle: approximately $50B
  • Top 5 hyperscaler total: approximately $745 to $775B
Surrounding text was also updated, including the US-GDP-percentage figure (now approximately 2.4%) and the AI-specific infrastructure subtotal (now approximately $570B).
How the error occurred The essay was finalized using analyst-consensus estimates current as of late January and February 2026, before the April 29 earnings cycle. The April 29 revisions had not been incorporated when the essay went to publication on April 30. The editorial process did not include a final pre-publication check against the most recent earnings disclosures. We have updated the editorial workflow to require an explicit pre-publication verification against the latest earnings cycle for any piece referencing recent corporate guidance.
The thesis of the essay is unchanged. The bet has grown larger, not smaller.