Oracle 在 2026 年 10 月 28 日拉斯维加斯投资者日披露，算力将从 FY25 约 1GW、FY26 约 3GW 扩至 FY28 计划约 10GW。剩余履约义务（RPO）一年内从 1380 亿美元增至 6380 亿美元，新增约 5000 亿美元合同；按其 1GW 全爬坡后年入约 110 亿至 160 亿美元估算，7GW 对应约 770 亿至 1120 亿美元年收入。
原文整理了 Oracle 投资者日披露的算力扩张和 RPO 增长数字，可用于评估其 AI 基础设施押注的规模。
> 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