Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分65
AI 导读
Oracle 在 10 月 28 日于拉斯维加斯举行的投资者日上披露，算力容量将从 FY25 的约 1GW 增至 FY26 的约 3GW，并计划到 FY28 达到约 10GW。
正文
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