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319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

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319,975
Described
319,974
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Slide collection

58,861-58,920 of 319,975

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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 logarithmic scale for the y-axis to visualize the exponential growth trend.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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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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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 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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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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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 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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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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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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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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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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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 uses xAI's Colossus as a proxy for rapid data center compute scaling.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide serves as a disclosure/summary page for data sourced from the IEA World Energy Outlook Special Report on Energy and AI.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 slide uses two stacked area charts to illustrate the rapid growth in data center energy demand, driven by hyperscale expansion and server power requirements.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The charts illustrate the rapid acceleration of electricity demand for data centers, particularly in the US, starting around 2020.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide is text-heavy, functioning as a synthesis of market dynamics.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a simple additive equation to explain market dynamics.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart uses a log scale for the Y-axis to visualize the massive increase in training costs over time.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a simple additive equation to explain market dynamics.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses the Jevons Paradox framework to explain the relationship between AI hardware efficiency and total energy demand.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a 'What are tokens and how to count them?' header to frame the educational content.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 slide uses a dual-axis chart to illustrate the 'A-Ha' moment of technology adoption cycles.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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Uses a simple additive equation to frame a strategic insight.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The chart highlights the narrowing performance gap between leading AI models over time.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a simple additive equation to explain market dynamics.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a narrative structure to explain market dynamics in AI development.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a narrative structure to explain the 'flywheel' effect in AI development, referencing Steve Ballmer's famous 'Developers!' speech.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 highlights the exponential growth in AI-related repositories, particularly following the release of major models like ChatGPT and Stable Diffusion.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide highlights the massive scale-up in AI usage within the Google developer ecosystem.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a bar chart to visualize the growth from 20T to 100T tokens.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a grid layout to categorize different AI applications in the software development lifecycle.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a simple additive logic structure to present a strategic conclusion.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a vertical timeline-style list to present the agenda items, with item 4 highlighted.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a narrative structure to frame the current AI landscape as a high-stakes competition between global powers, supported by massive capital.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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The slide uses a series of ellipses to present a narrative flow of historical lessons regarding capital expenditure, competition, and market winners/losers.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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