$0B $10B $20B $30B $40B $50B $60B $70B $80B ~$1B ~$30B >$47B ~$74B * Jan May Aug Oct Dec Feb Mar May May Jul '25 '25 '25 '25 '25 '26 '26 early late '26
reported / derived run-rate readings soft July 2026 track, different basis

* The ~$74B July 2026 reading comes from Yipit data cited in a secondary post — a monthly-exit annualization (about $0.55B of new ARR a day) — a soft figure on a different basis, not directly comparable to the run-rate points above. All values are reported or derived, approximate or lower-bound where sources use “~” or “>”, and are not company-guaranteed.