Oracle investor day: 1GW AI site earns ~$80B contract value at ~28% ROI, 3.6-year payback
rohanpaul_ai · x · 2026-10-30
From Oracle's Oct 28 investor day deck: a 1GW AI infrastructure site carries $80B contract value (total RPO) against $37B capex, generating $16B annualized revenue when fully ramped over an average 5-year contract. Margins: 35% gross, 34% operating, 100% FCF conversion, 28% ROI—implying a 3.6-year cash payback. Contracts are cost-plus; capex covers chips, memory, and networking (no land/buildings).
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