AI Infrastructure Investment Narrative
A 36-slide deck ready for an investment committee, with editable charts and speaker notes.
Summary
This deck organises the AI infrastructure case into a line you can deliver in twenty minutes: compute demand shifting from training to inference, the slope of unit inference cost decline, and how that slope transmits into power and cooling spend.
Fourteen of the 36 slides are charts, each with editable source data. Every slide carries a speaker note stating the one judgement it needs to land and the pushback to expect. Masters work at 16:9 and 4:3, and the palette swaps to your firm's colours in one step.
The structure runs in four movements: three charts establishing the demand-side inflection; eleven slides on the four supply bottlenecks — advanced packaging, HBM, transformers, liquid cooling — each with lead times and capacity under construction; a three-scenario return calculation; and a target list against valuation ranges, with two long and two short arguments per name…
29 more slides, the editable PPTX and all speaker notes
Unlocking gives you the editable PPTX, chart source data and per-slide speaker notes.