Oracle plans to increase computing capacity to approximately 10GW within three years, with AI remaining performance obligations rising to $638B
At its Investor Day, Oracle laid out its computing expansion roadmap, increasing from approximately 1GW in FY25 to approximately 3GW in FY26, and plans to reach approximately 10GW by FY28. Its remaining performance obligations (RPO) increased from $138B at the end of FY25 to $638B at the end of FY26, adding approximately $500B in contracted business in one year. Based on Oracle's own estimate of approximately $11B to $16B in annual revenue per 1GW at full capacity, approximately 7GW corresponds to annual revenue of approximately $77B to $112B.
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> 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.