Compare AI capex
Head-to-head capital expenditure. Pass ?a=, ?b= and optionally ?c= tickers in the URL.
| Metric | TSM | ORCL |
|---|---|---|
| Company | Taiwan Semiconductor Manufacturing Company Limited | Oracle Corporation |
| Total capex | $45.0B | $25.0B |
| AI-attributed (est.) | — | $20.0B |
| Period | FY2026 | FY2026 |
| Figure type | Company guidance | Company guidance |
| Sector | Technology | Technology |