Oracle delivered 850MW of AI capacity with 300,000+ GPUs, nearly 3x last quarter
Beth_Kindig · x · 2026-09-11
Oracle disclosed its AI infrastructure delivery numbers: since the end of Q4 it has delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers. Q1 delivery is nearly 3x what was delivered in all of Q4 and equals 73% of the total capacity delivered in the entire last fiscal year — a staggering datacenter buildout pace.
Related event: Oracle Q1 revenue hits $19.3B, beating estimates on AI cloud demand(4 posts)→
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