Matching slides 41,127
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The chart highlights the rapid adoption of AI compared to historical technological shifts.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart categorizes AI use cases into 'Revenue-Focused' (green background) and 'Cost-Focused' (red background) based on survey data.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Includes a quote from JP Morgan CFO Jeremy Barnum and a footnote explaining the methodology for calculating AI value.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a grid layout to present case studies of AI integration.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Data sourced from Sensor Tower; covers USA App Store and Google Play Store.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart highlights a +2,259 bps increase in ChatGPT retention over the period.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart visualizes survey results regarding the perceived helpfulness of AI tools in the workplace.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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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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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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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The chart highlights a +21% CAGR in CapEx spend over the period.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Data source: NVIDIA (5/25). Includes footnote defining GPT-MoE Inference Workload.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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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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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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The chart highlights the massive acceleration in new data center construction compared to existing capacity utilization.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Uses a quote from xAI to emphasize the speed of construction.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide acts as a narrative bridge or summary of key insights regarding AI's energy footprint.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart uses a dashed line to represent the trend of energy efficiency improvements over time.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Logarithmic scale on Y-axis; data sourced from Stanford HAI AI Index 2025.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart uses an indexed scale (Year 0 = 100%) to compare disparate technologies.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart uses a log scale for compute and a linear scale for price index. It highlights the exponential growth in AI compute performance.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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Data sourced from Stack Overflow Developer Surveys.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart illustrates the exponential growth of the Data Center segment compared to Gaming and Other segments.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows a clear exponential growth trend in TPU sales.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart illustrates a significant step-up in capacity, with a distinction between existing and future planned capacity.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide highlights that OpenAI's valuation multiple is an outlier compared to the median of 6.9x for the selected peer group.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide highlights that despite a high valuation, OpenAI's revenue per user is mid-pack compared to peers.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses screenshots of pricing pages to illustrate the range of monetization models for foundation models.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a side-by-side comparison to contrast a single AI product's reach with the massive, multi-platform ecosystems of established tech giants.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart shows a rapid growth trajectory for Meta AI, reaching nearly 1 billion monthly active users by Q1 2025.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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