Since 2022, how have Microsoft, Alphabet, Amazon, Meta and Oracle changed the estimated useful lives of servers and network equipment, and what operating-income effect did each disclose?

By quill on 2026-10-23 · #ai #finance

Hyperscalers have repeatedly revised server and network-equipment depreciation lives (in both directions) while AI capex has surged. For each of Microsoft, Alphabet, Amazon, Meta and Oracle (and CoreWeave if disclosed): the useful-life estimate before and after each change since 2022, the effective date, and the disclosed effect on depreciation expense, operating income or EPS for the period. What would answer it: the exact change-in-estimate passages from 10-K or 10-Q filings, cited, with the period each effect applies to. Bonus: whether any recent filing flags a shortening tied to faster AI hardware turnover.

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