Corpus coverage

319,975 slides

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

Total slides
319,975
Described
319,974
Pending
1

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Slide collection

58,861-58,890 of 319,975

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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
Consulting deck VC research Beat · Action1 hit
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
Consulting deck VC research Beat · Action1 hit
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2025 Bond Cap Artificial Intelligence AI 20252025 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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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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The chart highlights a +21% CAGR in CapEx spend over the period.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 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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2025 Bond Cap Artificial Intelligence AI 20252025 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
Consulting deck VC research Beat · Action1 hit
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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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
Consulting deck VC research Beat · Action1 hit
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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 (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
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2025 Bond Cap Artificial Intelligence AI 20252025 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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2025 Bond Cap Artificial Intelligence AI 20252025 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
Consulting deck VC research Beat · Action1 hit
118
2025 Bond Cap Artificial Intelligence AI 20252025 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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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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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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123
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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125
2025 Bond Cap Artificial Intelligence AI 20252025 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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