in 2020. Cloud & data center capex includes Google, Amazon, Microsoft, Meta, Alibaba, Apple, IBM, Oracle, Tencent, & Baidu for ten years ending 2022. ‘Tens of billions of units’ refers to the potential operators) are Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP), Alibaba Cloud, Oracle Cloud Infrastructure (OCI), IBM Cloud & Tencent Cloud. AI User + Usage + CapEx Growth = Unprecedented96 revenue” on like-for-like basis so data represents best estimates and may not align between companies. Oracle Cloud revenue includes Cloud Services & License Support, as well as Cloud License & On-Premise License