Oracle 计划三年内将算力容量提升至约 10GW，AI 剩余履约义务增至 638B 美元
> Oracle is going for 10x compute capacity in 3 years.
Oracle 在投资者日公布算力扩张路线，从 FY25 的约 1GW 提升到 FY26 的约 3GW，并计划到 FY28 达到约 10GW。其剩余履约义务（RPO）从 FY25 末的 138B 美元增至 FY26 末的 638B 美元，一年新增约 500B 美元合同业务。按 Oracle 自身 1GW 满负荷年收入约 11B 至 16B 美元估算，约 7GW 对应年收入约 77B 至 112B 美元。
正文
> 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.