Compare AI capex
Head-to-head capital expenditure. Pass ?a=, ?b= and optionally ?c= tickers in the URL.
| Metric | ORCL | TSM |
|---|---|---|
| Company | Oracle Corporation | Taiwan Semiconductor Manufacturing Company Limited |
| Total capex | $55.7B | $45.0B |
| AI-attributed (est.) | — | — |
| Period | FY2026 | FY2026 |
| Figure type | Reported actual | Company guidance |
| Sector | Technology | Technology |