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Treemap Arc Catalog
Education & Government = Increasingly Announcing AI Integrations
BondCap · case_study
Education & Government = Increasingly Announcing AI Integrations
 Government = Increasingly Adopting Sovereign AI Policies
BondCap · industry_trends
Government = Increasingly Adopting Sovereign AI Policies
 Research = Rapid Ramp in FDA-Approved AI Medical Devices, per Stanford HAI
BondCap · industry_trends
Research = Rapid Ramp in FDA-Approved AI Medical Devices, per Stanford HAI
223 — Number of AI Medical Devices Approved
 Research = 30%-80% Reduction in Medical R&D Timelines, per Insilico Medicine & Cradle
BondCap · case_study
Research = 30%-80% Reduction in Medical R&D Timelines, per Insilico Medicine & Cradle
30%-80% — Months to reach pre-clinical candidate status
 AI User + Usage + CapEx Growth = Unprecedented
BondCap · transition
AI User + Usage + CapEx Growth = Unprecedented
 AI Usage – ChatGPT = Rising Rapidly Across Age Groups in USA, per Pew & Elon University
BondCap · market_landscape
AI Usage – ChatGPT = Rising Rapidly Across Age Groups in USA, per Pew & Elon University
55% — ChatGPT adoption rate
 AI Engagement (ChatGPT App as Proxy) = +202% Rise in Daily Time Spent Over Twenty-One Months...
BondCap · market_landscape
AI Engagement (ChatGPT App as Proxy) = +202% Rise in Daily Time Spent Over Twenty-One Months...
+202% — Daily minutes spent
 ...AI Engagement (ChatGPT App as Proxy) = +106% Growth in Sessions & +47% Growth in Duration Over Twenty-One Months
BondCap · market_landscape
...AI Engagement (ChatGPT App as Proxy) = +106% Growth in Sessions & +47% Growth in Duration Over Twenty-One Months
+106% — AI Engagement
 AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData
BondCap · market_landscape
AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData
80% — Weekly Retention
 AI Chatbots @ Work Tells = >72% Doing Things Quicker / Better
BondCap · key_takeaways
AI Chatbots @ Work Tells = >72% Doing Things Quicker / Better
72% — Perceived helpfulness of AI chatbots
 AI Chatbots @ School Tells (ChatGPT as Proxy) = Bias to Research / Problem Solving / Learning / Advice
BondCap · industry_trends
AI Chatbots @ School Tells (ChatGPT as Proxy) = Bias to Research / Problem Solving / Learning / Advice
 AI Usage Expansion – Deep Research = Automating Specialized Knowledge Work
BondCap · market_landscape
AI Usage Expansion – Deep Research = Automating Specialized Knowledge Work
 AI Agent Evolution = Chat Responses → Doing Work
BondCap · context
AI Agent Evolution = Chat Responses → Doing Work
 AI Agent Evolution = Chat Responses → Doing Work
BondCap · context
AI Agent Evolution = Chat Responses → Doing Work
 AI Agent Interest (Google Searches) = +1,088% Over Sixteen Months
BondCap · industry_trends
AI Agent Interest (Google Searches) = +1,088% Over Sixteen Months
+1,088% — Google Search Volume
 AI Agent Deployments = AI Incumbent Product Launches Accelerating
BondCap · industry_trends
AI Agent Deployments = AI Incumbent Product Launches Accelerating
 Next Frontier For AI = Artificial General Intelligence
BondCap · transition
Next Frontier For AI = Artificial General Intelligence
 Next Frontier For AI = Artificial General Intelligence
BondCap · context
Next Frontier For AI = Artificial General Intelligence
 AI User + Usage + CapEx Growth = Unprecedented
BondCap · key_messages
AI User + Usage + CapEx Growth = Unprecedented
 AI User + Usage + CapEx Growth = Unprecedented
BondCap · context
AI User + Usage + CapEx Growth = Unprecedented
 CapEx Spend – Big Technology Companies = On Rise for Years as Data Use + Storage Exploded
BondCap · context
CapEx Spend – Big Technology Companies = On Rise for Years as Data Use + Storage Exploded
 CapEx Spend @ Big Six* Tech Companies (USA) = +21% Annual Growth Over Ten Years
BondCap · market_landscape
CapEx Spend @ Big Six* Tech Companies (USA) = +21% Annual Growth Over Ten Years
+21% — CapEx Spend
 CapEx Spend for Tech Hyperscalers = Mirrored by… +37% Annual Cloud Revenue Growth Over Ten Years
BondCap · market_landscape
CapEx Spend for Tech Hyperscalers = Mirrored by… +37% Annual Cloud Revenue Growth Over Ten Years
+37% — Annual Cloud Revenue Growth
 CapEx Spend – Big Technology Companies = Inflected With AI's Rise
BondCap · section_divider
CapEx Spend – Big Technology Companies = Inflected With AI's Rise
 AI Model Training Dataset Size = 250% Annual Growth Over Fifteen Years, per Epoch AI
BondCap · industry_trends
AI Model Training Dataset Size = 250% Annual Growth Over Fifteen Years, per Epoch AI
250% — Annual Growth Rate
 CapEx Spend @ Big Six* Tech Companies = +63% Y/Y & Accelerated...
BondCap · market_landscape
CapEx Spend @ Big Six* Tech Companies = +63% Y/Y & Accelerated...
+63% — CapEx Spend
 ...CapEx Spend @ Big Six* Tech Companies = 15% of Revenue & Accelerated vs. 8% Ten Years Ago
BondCap · financial_analysis
...CapEx Spend @ Big Six* Tech Companies = 15% of Revenue & Accelerated vs. 8% Ten Years Ago
15% — CapEx as % of Revenue
 CapEx as % of Revenue (AWS as Proxy) – AI vs. Cloud Buildouts = 49% (2024) vs. 4% (2018) vs. 27% (2013), per Morgan Stanley
BondCap · market_landscape
CapEx as % of Revenue (AWS as Proxy) – AI vs. Cloud Buildouts = 49% (2024) vs. 4% (2018) vs. 27% (2013), per Morgan Stanley
49% — CapEx as % of Revenue
 Tech CapEx Spend Partial Instigator = Material Improvements in GPU Performance
BondCap · transition
Tech CapEx Spend Partial Instigator = Material Improvements in GPU Performance
 NVIDIA GPU Performance = +225x Over Eight Years
BondCap · data_table
NVIDIA GPU Performance = +225x Over Eight Years
+225x — Performance improvement
 NVIDIA Installed GPU Computing Power = 100x+ Growth Over ~Six Years
BondCap · market_landscape
NVIDIA Installed GPU Computing Power = 100x+ Growth Over ~Six Years
100x+ — Total Installed Computing Power (FLOP/s)
 Tech CapEx Spend Beneficiary = NVIDIA
BondCap · transition
Tech CapEx Spend Beneficiary = NVIDIA
 Key Tech CapEx Spend Beneficiary = NVIDIA... 25% & Rising of Global Data Center CapEx, per NVIDIA
BondCap · market_landscape
Key Tech CapEx Spend Beneficiary = NVIDIA... 25% & Rising of Global Data Center CapEx, per NVIDIA
25% — NVIDIA Data Center Revenue as % of Global Data Center CapEx
 Technology Company Spend = R&D Rising Along with CapEx
BondCap · transition
Technology Company Spend = R&D Rising Along with CapEx
 R&D Spend @ Big Six* USA Public Tech Companies = 13% of Revenue...vs. 9% Ten Years Ago
BondCap · industry_trends
R&D Spend @ Big Six* USA Public Tech Companies = 13% of Revenue...vs. 9% Ten Years Ago
13% — R&D as % of Revenue
 Tech Big Six (USA) = Loaded With Cash to Spend on AI & CapEx
BondCap · transition
Tech Big Six (USA) = Loaded With Cash to Spend on AI & CapEx
 Big Six* Generating Loads of Cash = +263% Growth in Free Cash Flow Over Ten Years to $389B...
BondCap · financial_analysis
Big Six* Generating Loads of Cash = +263% Growth in Free Cash Flow Over Ten Years to $389B...
$389B — Free Cash Flow
 ...Big Six* Generating Loads of Cash = +103% Growth in Cash Over Ten Years to $443B
BondCap · financial_analysis
...Big Six* Generating Loads of Cash = +103% Growth in Cash Over Ten Years to $443B
$443B — Cash on Balance Sheet
 Tech CapEx Spend Driver = Compute Spend to Train & Run AI Models
BondCap · context
Tech CapEx Spend Driver = Compute Spend to Train & Run AI Models
 Data Centers = Key Beneficiary of AI CapEx Spend
BondCap · section_divider
Data Centers = Key Beneficiary of AI CapEx Spend
 Data Centers = Key Beneficiary of AI CapEx Spend
BondCap · context
Data Centers = Key Beneficiary of AI CapEx Spend
$455 billion — Global IT data center CapEx
 Data Centers = Key Beneficiary of AI CapEx Spend
BondCap · context
Data Centers = Key Beneficiary of AI CapEx Spend
 Data Center Buildout Construction Value, USA = +49% & Accelerated Annual Growth Over Two Years
BondCap · market_landscape
Data Center Buildout Construction Value, USA = +49% & Accelerated Annual Growth Over Two Years
+49% — Annualized Construction Value
 Data Center New Construction vs. Existing Capacity, USA = +16x in New vs. +5x in Existing Over Four Years
BondCap · market_landscape
Data Center New Construction vs. Existing Capacity, USA = +16x in New vs. +5x in Existing Over Four Years
+16x — Data center capacity (Megawatts)
 Data Center Build Time (xAI Colossus as Proxy) = 122 Days vs. 234 for a Home
BondCap · case_study
Data Center Build Time (xAI Colossus as Proxy) = 122 Days vs. 234 for a Home
122 — Build time (days)
 Data Center Compute (xAI Colossus as Proxy) = 0 to 200,000 GPUs in Seven Months
BondCap · case_study
Data Center Compute (xAI Colossus as Proxy) = 0 to 200,000 GPUs in Seven Months
200K — GPU count
 Data Centers = Electricity Guzzlers
BondCap · section_divider
Data Centers = Electricity Guzzlers
 Data Center Electricity Consumption, Global = +3x Over Nineteen Years, per IEA
BondCap · industry_trends
Data Center Electricity Consumption, Global = +3x Over Nineteen Years, per IEA
+3x — Electricity consumption
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