HomeSupply-Demand Scenarios and the Cost Line
ARR Checkpoints (Updates Live With Your Inputs)
ARR Checkpoints (Updates Live With Your Inputs)#
The ARR checkpoint table for a custom scenario; the numbers follow your inputs.Draft, pending review
| Date | Baseline ARR | Your ARR | Your implied YoY | Supply-demand ratio (band midpoint) |
|---|---|---|---|---|
| 2026 年底 | $138B | $138B | 258%* | 1.14x |
| 2027 年中 | $236B | $225B | 209% | 1.23x |
| 2027 年底 | $367B | $367B | 166% | 1.30x |
| 2028 年底 | $703B | $758B | 107% | 1.32x |
| * 為年化換算。粗體時點＝你輸入的錨點，其餘為等比內插。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-06