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Rohan Paul· @rohanpaul_ai · X· 2026-10-30 00:12 · Original publication time AI score40

Oracle details revenue and investment estimates for 1 GW of AI infrastructureMachine translation

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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.

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Rohan Paul@rohanpaul_ai

For Oracle, what 1GW of AI infrastructure earns. ~$80B contract value, ~$37B capex, ~$16B annual revenue, 5-year average contract, ~35% gross margin, ~34% operating margin, ~28% ROI.

A 28% ROI implies about a 3.6-year cash payback on a 5-year contract, and the footnote says these contracts are cost-plus.

- From Oracle Investor day slide deck held yesterday, Oct 28, 2026, in Las Vegas.

00:12 · 2026-10-30 · UTC+8

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