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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.
> 甲骨文计划在3年内将算力容量提高至10倍。
从约1GW（FY25）增至约3GW（FY26），并计划到FY28达到约10GW。
> 甲骨文的AI在手订单在1年内增长至4.6倍。剩余履约义务（RPO）从FY25末的1380亿美元增至FY26末的6380亿美元，相当于12个月内新增约5000亿美元的合同业务。
> 7GW可能带来多少收入。按照甲骨文自身的1GW示例，产能完全爬坡后每年可产生约110亿至160亿美元收入。 将这一数字应用于约7GW，完全爬坡后的年收入约为770亿至1120亿美元。
摘自甲骨文于昨天，即2026年10月28日在拉斯维加斯举行的投资者日活动的幻灯片资料。
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