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Matching slides 42,534
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10,441-10,470 of 42,534
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The slide tracks the shift from chat-based AI to agentic 'doing work' capabilities.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide provides a conceptual definition and strategic outlook on AGI, referencing Sam Altman's 2025 perspective.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a narrative structure to explain the shift in capital expenditure focus over the last two decades.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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97
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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98
The slide uses a dual-axis combo chart (bar for CapEx, line for Data) to illustrate the causal relationship between infrastructure investment and data growth.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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99
The chart tracks revenue for seven major cloud providers: Amazon AWS, Microsoft Intelligent Cloud, Google Cloud, Oracle Cloud, IBM Cloud, Alibaba Cloud, and Tencent Cloud.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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101
The chart uses a logarithmic scale for the y-axis to visualize the exponential growth trend.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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102
The chart uses a combination of bar charts for CapEx and a line chart for ChatGPT users to illustrate the inflection point in AI investment.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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103
The chart highlights a +21% CAGR in CapEx spend over the period.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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104
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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105
The chart uses a split background to contrast the initial cloud build-out phase with the current AI/ML build-out phase.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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106
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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107
Data source: NVIDIA (5/25). Includes footnote defining GPT-MoE Inference Workload.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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108
The chart highlights a 130% annual growth rate in computing capacity driven by CapEx expansion and performance improvements.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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109
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart uses a combination of bar (CapEx) and line (percentage share) to illustrate NVIDIA's capture of the data center market.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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111
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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112
The chart uses a combination of bar (absolute spend) and line (percentage of revenue) to show the trend. A CAGR annotation (+20%/Year) is included.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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113
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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114
The chart compares FCF across three time periods for Apple, Nvidia, Microsoft, Google, Amazon, and Meta.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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115
The chart tracks cash and cash equivalents for Apple, Nvidia, Microsoft, Alphabet/Google, Amazon, and Meta.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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116
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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117
The slide uses quotes from industry leaders (Dario Amodei, Andy Jassy, Jensen Huang) to validate the shift toward inference-driven costs.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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118
2025 Bond Cap Artificial Intelligence AI 20252025 Bond Cap Artificial Intelligence AI 2025 · BOND
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119
The slide uses quotes from Jensen Huang to emphasize the scale and speed of the AI infrastructure build-out.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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120
The slide acts as a narrative synthesis of the data center business model, focusing on CapEx/OpEx drivers, supply chain constraints, and strategic importance.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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121
The chart highlights two distinct growth periods with CAGR annotations (+28% and +49%).2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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