原帖引用 · 原文
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.
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