{
  "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "docSlug": "5f0f0535ee1c7800",
  "documentTitle": "2025 Investor Day",
  "authorId": "Blue-Owl",
  "authorName": "Blue Owl",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 94,
  "pageCount": 186,
  "prevPage": 93,
  "nextPage": 95,
  "slideType": "market_landscape",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 26,
  "notes": "The chart uses a combination of a line graph for capacity and a stacked area chart for revenue projections.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "area_chart",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/94",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-94",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Scale, vertical integration, and Blue Owl Digital Infrastructure’s dedicated focus positions us well in the growing marketplace",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b09-ce6a476cf334",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.95,
        "x": 0.03,
        "y": 0.22
      },
      "kind": "chart",
      "text": "Blue Owl Digital Infrastructure Capacity Capturing Hyperscale Cloud and Global AI Market Opportunity",
      "attrs": null,
      "subkind": "area-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5b5de20a-d582-47b9-98a4-11a87976de1b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.03,
        "y": 0.93
      },
      "kind": "disclaimer",
      "text": "Projections and forward-looking statements are based on various assumptions and there is no guarantee expectations will be achieved. Please see endnotes for additional information.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8ccbb15f-c3e9-4184-b7d7-c32c0f5cee9c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.13,
        "y": 0.32
      },
      "kind": "legend",
      "text": "Global Hyperscale Cloud Revenue ($bn); Global AI Cloud Revenue ($bn); Blue Owl Digital Infrastructure Leased Capacity (GW)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "32d4445a-3753-4c32-835f-da89b098c90c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Leased Capacity (GW): 3.0 GW",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b09-d2b636173655",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.03,
        "y": 0.09
      },
      "kind": "title",
      "text": "Scale, vertical integration, and Blue Owl Digital Infrastructure’s dedicated focus positions us well in the growing marketplace",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a68c33fb-fcc9-4d2c-9934-146a601691a3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "A Long Track Record Focused Solely on Data Centers",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "eb58512b-164e-4a3c-b3ba-20af999b0107",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deac5-62e9-774a-be5d-afcd56af0b9e",
      "evidence": "Annotated dual-axis growth chart",
      "confidence": 80
    },
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-630e-74d0-bedc-09c849341c2b",
      "evidence": "Callout on scale/vertical integration",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 136,
      "from": 28,
      "beatId": "019deac5-4d27-728d-b01b-f04c5ad3cec9",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": null,
      "evidence": "5-year targets and segment-by-segment growth strategy across Credit/GP/Real Assets/Insurance/Wealth",
      "position": 3,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 101,
      "from": 33,
      "beatId": "019deac5-4e00-7728-9937-443a2cf6e314",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Is",
      "beatSlug": null,
      "evidence": "Each segment's current platform and track record",
      "position": 3,
      "confidence": 55,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 100,
      "from": 93,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "019deac5-4fdc-7678-a552-33fd1e57a930",
      "evidence": "$1.1tn build need, supply/demand imbalance, vacancy compression (p.94-95)",
      "position": 11,
      "objective": "Frame Digital Infrastructure as a generational opportunity",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 85,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}