Rohan Paul· @rohanpaul_ai · X·· 3 小时前AI 评分58
AI 导读
Oracle 在投资者日披露了 1GW AI 基础设施合同的财务数据，其中合同总价值约 800 亿美元，资本支出约 370 亿美元。该合同平均期限为 5 年，年化收入约 160 亿美元，毛利率约 35%，营业利润率约 34%，投资回报率（ROI）约 28%，现金回本周期约 3.6 年。
正文 · 原文
For Oracle, what 1GW of AI infrastructure earns. ~$80B contract value, ~$37B capex, ~$16B annual revenue, 5-year average contract, ~35% gross margin, ~34% operating margin, ~28% ROI.
A 28% ROI implies about a 3.6-year cash payback on a 5-year contract, and the footnote says these contracts are cost-plus.
- From Oracle Investor day slide deck held yesterday, Oct 28, 2026, in Las Vegas.
来源：Rohan Paul · x.com