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。RPO 从 FY25 末的 $138B 增至 FY26 末的 $638B，一年新增约 $500B 合同业务；按其 1GW 满产年入约 $11B-$16B 的例子推算，约 7GW 增量对应满产年营收约 $77B-$112B。
原文整理了 Oracle 投资者日披露的算力扩张与 RPO 数字，读者可据此了解其 AI 基础设施规模变化。
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