Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分60
AI 导读
Oracle 在投资者日上宣布计划在三年内将算力容量扩大 10 倍，从 2025 财年的约 1GW 增长至 2028 财年的约 10GW。其 AI 订单积压额在一年内增长 4.6 倍，未履约履约义务从 1380 亿美元跃升至 6380 亿美元，新增合同业务达到 5000 亿美元。
正文 · 原文
Oracle is going for 10x compute capacity in 3 years.
from ~1GW (FY25) to ~3GW (FY26) to a planned ~10GW by FY28.
Oracle’s AI backlog grew 4.6x in one year. Remaining performance obligations (RPO) went from $138B at end of FY25 to $638B at end of FY26, about $500B of new contracted business in 12 months.
> What 7GW could be worth. Oracle’s own 1GW example earns ~$11B to ~$16B a year once fully ramped.
Applied to ~7GW, that is roughly $77B to $112B in annual revenue at full ramp.
From Oracle Investor day slide deck held yesterday, Oct 28, 2026, in Las Vegas.
来源：Rohan Paul · x.com