Rohan Paul· @rohanpaul_ai · X·· 6 小时前AI 评分75
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作者转述 Oracle 于 2026 年 10 月 28 日在拉斯维加斯举行的投资者日材料，称 Oracle 计划三年内算力容量扩大 10 倍，从 FY25 的约 1GW、FY26 的约 3GW 到 FY28 计划的约 10GW。
正文 · 原文
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.
来源：Rohan Paul · x.com