{
  "docId": "019dd923-5e88-73ef-bd5d-8f9067e49fd6",
  "docSlug": "67108284e9fcdd32",
  "documentTitle": "2024 Benedict Evans 2024 AI eats the world",
  "authorId": "BenedictEvans",
  "authorName": "Benedict Evans",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "independent_analyst",
  "sourceTypeLabel": "Independent analyst",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 8,
  "pageCount": 87,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 36,
  "notes": "The chart illustrates the rapid shift in revenue composition towards Data Centre starting around 2022.",
  "elementsJson": [
    "headline_text",
    "bar_chart_stacked"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-8f9067e49fd6/8",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-8f9067e49fd6#slide-8",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The rush to buy GPU compute capacity (at 40% operating profit)",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc6b-645027816182",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.75,
        "x": 0.205,
        "y": 0.27
      },
      "kind": "chart",
      "text": "Nvidia quarterly revenue by segment ($bn)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "21be461e-fc35-4665-8a2c-0a5387e0b538",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.1,
        "x": 0.205,
        "y": 0.91
      },
      "kind": "disclaimer",
      "text": "Source: Nvidia",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0fbd7e58-692c-4d89-af8b-e0bee3e5c699",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.12,
        "x": 0.03,
        "y": 0.35
      },
      "kind": "legend",
      "text": "Data centre\nGaming & other",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "474114ae-4906-4dad-ac45-67761e5e58e2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Quarterly Revenue: $18bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c8-76a3-bc6b-6b38e886d195",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.45,
        "x": 0.205,
        "y": 0.13
      },
      "kind": "title",
      "text": "The rush to buy GPU compute capacity (at 40% operating profit)",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6d43b869-2658-4b11-a81d-9b025203c325",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.32,
        "x": 0.205,
        "y": 0.05
      },
      "kind": "title",
      "text": "Nvidia can't keep up...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "683ce0dd-a032-4bee-83f6-8640de9c8ec4",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933f-6e3063c4c258",
      "evidence": "'Nvidia can't keep up' is the insight, not the topic.",
      "confidence": 82
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "61cfd6c0-8c36-4174-97e3-038ea0e25108",
      "evidence": "title/action-title: The rush to buy GPU compute capacity (at 40% operating profit)",
      "confidence": 0.9
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1b83-7130-933f-704fb2e92124",
      "evidence": "$18bn and '40% operating profit' are specific, vivid figures.",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 13,
      "from": 1,
      "beatId": "019dd95a-07a7-7579-bd65-293b3d0dc452",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Surface Observation",
      "beatSlug": "onion-surface-observation",
      "evidence": "AI hype, GPU spend, regulation noise; ends 'but what is this?'",
      "position": 1,
      "confidence": 82,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 13,
      "from": 3,
      "beatId": "019dd95a-07a7-7579-bd65-3ee068101fd2",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Concrete data: $18bn GPUs, $100bn capex, 100m users.",
      "position": 1,
      "confidence": 55,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [
    {
      "to": 12,
      "from": 3,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2e-9dbf62e77ba8",
      "evidence": "Sequential proof points: hype, startup surge, Nvidia, $100bn capex, 100m users, regulation.",
      "position": 1,
      "objective": "Stack evidence that AI has become The Thing",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 80,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}