Oracle 计划三年内将算力容量从约 1GW 提升至约 10GW

AI 导读

Oracle 计划在三年内将算力容量从 FY25 的约 1GW 提升至 FY26 的约 3GW，并在 FY28 达到约 10GW。其 AI 积压订单一年内增长 4.6 倍，剩余履约义务从 FY25 末的 1380 亿美元增至 FY26 末的 6380 亿美元，新增签约业务约 5000 亿美元。

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.