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Core Facts on AI Infrastructure Investments
Oracle (NYSE: ORCL) reported a 55% increase in infrastructure revenue in the most recent quarter, driven by demand for AI workload capacity. The company forecasts $18 billion in revenue this year, potentially growing to $144 billion in four years. This forecast triggered a 35% surge in Oracle’s stock, adding over $200 billion in market value.
CoreWeave (NASDAQ: CRWV) specializes in cloud platforms for AI workloads and has partnered closely with Nvidia, being the first to make its latest platforms widely available. CoreWeave’s revenue tripled to over $1.2 billion last quarter, indicating strong demand for AI infrastructure.
Broadcom (NASDAQ: AVGO) reported a 63% year-over-year increase in AI revenue, reaching $5.2 billion, with projections of $6.2 billion for the next quarter. The company received a $10 billion order from a major AI customer, speculated to be OpenAI, reflecting the increasing need for customized chips and networking solutions in the AI space.
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