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2025 Accel Race for compute2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)1 hit
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Data represents the Globalscape Cloud Index.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The chart distinguishes between private buyouts and take-privates, with 2025E showing an annualization projection.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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2025 Annualisation Excludes deals >$20B EV; Chart only includes deals >$500M EV. Source: Accel analysis, Qatalyst2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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Slide uses a three-column layout to compare key performance indicators for agent-based software products.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide uses a four-column layout, each representing a specific partnership/case study with key metrics and a testimonial.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The chart highlights the accelerated growth trajectory of AI-native companies (Lovable, Cursor, OpenAI, Anthropic, ElevenLabs) compared to established SaaS players (Slack, Twilio, Shopify).2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The 2025E bar includes specific callouts for major AI model companies (xAI, Anthropic, OpenAI).2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The chart uses a grouped bar format to contrast US funding against EU/IL funding over time.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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Data sourced from Pitchbook as of Oct-22 2025.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Aha Moment1 hit
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The slide uses a timeline format to illustrate the acceleration of AI model development across major industry players.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The slide uses bracket annotations to highlight the percentage delta between the top and bottom performers in each category.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The chart highlights the relative scale of EU/IL venture capital compared to the US in the cloud and AI application sector.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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Data sourced from Dealroom as of Oct-22 2025.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The slide uses a grid layout to categorize AI companies by industry vertical, with funding metrics for each.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The slide uses a combination of qualitative trends and quantitative growth metrics to support the thesis of bottoms-up adoption.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The chart uses color to distinguish between AI-native (dark green) and traditional (light grey) companies.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The chart highlights a significant gap between emerging AI application companies and established public cloud software companies.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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The chart highlights a 97% cost decline over 31 months.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Facts (What)Loop · Before After1 hit
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2025 Accel Race for compute2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)1 hit
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The slide uses a 'plus' sign to connect case studies (demand side) with a market landscape (supply side) to justify the need for infrastructure.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The slide uses a grid of callout boxes to curate recent industry news regarding AI infrastructure spending.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The slide uses a comparison frame to contextualize the 117GW growth figure.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The chart uses a stacked bar representation to show individual company commitments against a total.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The chart uses a stacked bar format to show the composition of CapEx over time, with a summary total on the right.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The slide demonstrates that the major hyperscalers have sufficient operating cash flow to fund their AI infrastructure investments through 2030.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The slide uses a 20% margin assumption for the final revenue calculation.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The table shows a projection from 2026 to 2030, highlighting the gap between baseline GDP growth (5.0%) and the growth required to justify AI investments (6.5%).2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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The chart highlights a 36 GW shortfall, contextualized by the physical infrastructure required to bridge it.2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Implications (So What)Loop · Domino Effect1 hit
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2025 Accel Race for compute2025 Accel Race for compute · Accel
Consulting deck VC research Beat · The Action (Now What)1 hit