New ARR per Quarter ($B) = the Demand-Side Dollar Increment
New ARR per Quarter ($B) = the Demand-Side Dollar Increment#
What data centers actually have to absorb is the dollar amount of new ARR each quarter, and it keeps getting bigger.Draft, pending review
How to read this chart
Percentages feed the stock narrative; dollar amounts are what capacity planning has to work with. The translucent latest quarter includes a run-rate estimate.
Source: FinSight compilation and estimates · Updated 2026-08-31
↩ This chart lives on the paged1-arr-marginal-epoch-01