HomeSupply-Demand Scenarios and the Cost Line
ARR Checkpoints (Updates Live With the Slider)
ARR Checkpoints (Updates Live With the Slider)#
ARR checkpoints on the baseline path from end-2026 to end-2028; a supply-demand ratio above 1 means tighter than the threshold.Draft, pending review
| Date | Baseline ARR | Your scenario ARR | Implied YoY in your scenario | Supply-demand ratio (band midpoint) |
|---|---|---|---|---|
| 2026 年底 | $138B | $138B | 259%* | 1.14x |
| 2027 年中 | $236B | $236B | 223% | 1.29x |
| 2027 年底 | $367B | $367B | 166% | 1.30x |
| 2028 年底 | $703B | $703B | 91% | 1.22x |
| * 為年化換算。供需比欄 >1＝比效率調整門檻更緊。錨點：2026Q2 實際 ARR $72.9B |
Source: FinSight compilation and estimates · Updated 2026-08-31
↩ This chart lives on the pages1-scenario-epoch-02