Expected ARR Uplift from AI for the Hyperscalers

Chart showing the projected Annual Recurring Revenue (ARR) uplift from AI compared to core ARR for major hyperscalers (AWS, Azure, GCP) from 2025 to 2030, reaching $1.33 trillion total in 2030.
| Label | Value shown on the chart |
|---|---|
| 2025E | $340B |
| 2026E | $475B |
| 2027E | $640B |
| 2028E | $840B |
| 2029E | $1,040B |
| 2030E | $1,330B |
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