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Oracle’s investor day materials put the value of a 1 GW AI infrastructure contract at about $80 billion, with roughly $37 billion in capital expenditure and average annual revenue of about $16 billion over a five-year contract. They also list an estimated 28% return on investment and say these contracts use cost-plus pricing.
对甲骨文而言，1GW的人工智能基础设施能带来什么收益：合同价值约800亿美元，资本支出约370亿美元，年收入约160亿美元，合同平均期限为5年，毛利率约35%，营业利润率约34%，投资回报率约28%。
28%的投资回报率意味着，在一份5年期合同中，现金回本期约为3.6年；脚注称这些合同采用成本加成定价。
——摘自甲骨文于昨天（2026年10月28日）在拉斯维加斯举行的投资者日活动的演示文稿。
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