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New ARR per Month ($B) = What Data Centers Have to Absorb
New ARR per Month ($B) = What Data Centers Have to Absorb#
In three and a half years, monthly new ARR at either company has never turned negative; the worst case was only slower growth.Draft, pending review
How to read this chart
Each step is the average monthly increase between two consecutive disclosed figures. The dashed line is a breakdown of OpenAI's July, inferred from management's 20% month-on-month comment, for direction only.
Source: FinSight compilation and estimates · Updated 2026-09-04
↩ This chart lives on the paged1-arr-path-mon-02