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Matching slides 58,039
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Pages 1,935
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Slide function
13,801-13,830 of 58,039
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
Consulting deck VC research Beat · Action1 hit
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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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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110
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
Consulting deck VC research Beat · Action1 hit
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
Consulting deck VC research Beat · Action1 hit
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
Consulting deck VC research Beat · Action1 hit
128
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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129
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
Consulting deck VC research Beat · Action1 hit
133
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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141
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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143
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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149
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
Consulting deck VC research Beat · Action1 hit
174
The chart uses a split Y-axis approach to visualize revenue (positive) and compute expense (negative) trends.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
Consulting deck VC research Beat · Action1 hit
175
The slide highlights the inverse relationship between rising capital expenditures and FCF margins in the context of AI investment.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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177
The slide highlights the high capital intensity of the AI model industry relative to current revenue generation.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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178
Includes specific footnotes regarding data sources and estimation methodologies for each company.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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219
The slide uses four line charts to visualize the frequency of 'AI' mentions in earnings calls for major tech incumbents.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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258
Data source: Similarweb. Includes desktop & mobile (non-app) website visits.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
Consulting deck VC research Beat · Action1 hit
259
The chart highlights the rapid growth of DeepSeek and xAI Grok in early 2025.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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263
The chart compares market share of major LLM providers based on YipitData.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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264
The chart uses a log scale for the y-axis (FLOP).2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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275
The table uses color coding for non-USA countries (Saudi Arabia, Taiwan, China, Germany).2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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276
The slide provides a historical snapshot of global market dominance in 1995, emphasizing the high concentration of US-based companies.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
Consulting deck VC research Beat · Action1 hit
278
The table uses color coding for non-US companies (red for China, gold for others).2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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279
The slide provides a historical snapshot of the tech landscape in 1995, emphasizing the dominance of US-based companies.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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282
The chart shows a clear divergence starting around 2021-2022, with the US and China accelerating significantly compared to other nations.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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287
The chart uses a scatter plot to visualize the distribution of training costs over time, with specific callouts for GPT-4 and DeepSeek-V3.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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289
The chart shows a crossover point between 2020 and 2021.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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290
Data source: International Federation of Robotics (IFR) (2024).2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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294
The chart uses basis points (bps) to indicate the change in market share between the first and last data points for each provider.2025 Bond Cap Artificial Intelligence AI 2025 · BOND
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