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Rohan Paul· @rohanpaul_ai · X· 2026-10-29 22:46 · Original publication time AI score53

Oracle plans to expand compute capacity to about 10GW by FY28Machine translation

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Material identified as an Oracle Investor Day slide deck puts its compute capacity at about 1GW in FY25 and 3GW in FY26, with about 10GW planned by FY28. It also says Oracle’s remaining performance obligations rose from $138 billion at the end of FY25 to $638 billion at the end of FY26, about a 4.6-fold increase in one year.

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Rohan Paul@rohanpaul_ai

> 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.

22:46 · 2026-10-29 · UTC+8

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