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Expected ARR Uplift from AI for the Hyperscalers

Expected ARR Uplift from AI for the Hyperscalers
Chart by Redpoint Ventures. Source: redpoint.com

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.

LabelValue shown on the chart
2025E$340B
2026E$475B
2027E$640B
2028E$840B
2029E$1,040B
2030E$1,330B

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