Oracle delivers 2GW+ this year; Jupiter slips ~6 months but FY27 $90B revenue guide holds
AntDX316 · x · 2026-09-30
Analyst jiahanjimliu breaks down Oracle's compute delivery pace: Project Jupiter will likely slip 6 months to 2027 capacity, but management reiterated it won't hit revenue guidance due to higher GPU prices.
This year's deliveries, excluding Jupiter:
- Q1 2026: 400MW+
- Q2 2026: another 400-500MW
- Q3 2026: 850MW planned
- Q4 2026: 1.1GW planned
Despite the delay, Oracle guides to $90B revenue in FY 2027 — real revenue, not ARR or run-rate. Multiple GW-scale sites are already delivering.
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