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AI CURATED HOT STORY · 10/29/2026

Oracle Plans 10x Compute Expansion to 10GW in Three Years

1 reports archived1 independent sourcesupdated 10/29/2026, 22:46:13
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Oracle announced an aggressive expansion plan at its Investor Day, targeting a tenfold increase in AI compute capacity from ~1GW to ~10GW within three years. This infrastructure push coincides with a 4.6x surge in remaining performance obligations (RPO) to $638B, with the projected 7GW addition expected to generate substantial annual revenue once fully ramped.

LATEST/Oracle announced an aggressive expansion plan at its Investor Day, targeting a tenfold increase in AI compute capacity from ~1GW to ~10GW within three years. This infrastructure push coincides with a 4.6x surge in remaining performance obligations (RPO) to $638B, with the projected 7GW addition expected to generate substantial annual revenue once fully ramped.

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