Oracle (NYSE: ORCL) reported a 52% year-over-year increase in cloud-infrastructure revenue, reaching $3 billion in the final quarter of fiscal 2025. The company anticipates further growth exceeding 70% for fiscal 2026. Overall, Oracle’s revenue grew 8% to $57.4 billion in fiscal 2025, with expectations for acceleration into double digits for the coming year.
Taiwan Semiconductor Manufacturing (NYSE: TSM) has seen a revenue increase of over 42% year-over-year in the first five months of 2025, driven by skyrocketing demand for AI chips. TSMC is investing $165 billion in U.S. facilities over several years, with capital spending in 2025 projected to be as high as $42 billion, to bolster manufacturing capabilities and support upcoming technologies.
