Investment committee briefing

This deck

For

The investment committee of an asset manager

To get

Agree an allocation that tilts toward chip suppliers and power, keeps only fast-payback cloud platforms, and names three signals that would change it

Theme

ledger

Length

15 pages

Language

English

Get a deck like this

“Make a 15-slide deck in English for an investment committee, titled "How long can AI capex keep rising?". Lead with the answer: capex still rises in 2027, but cash will give out before demand does, so tilt toward chip suppliers and power and keep only cloud platforms that pay back fast. Back it with public filings, earnings calls and SEC documents from Microsoft, Alphabet, Amazon, Meta, Oracle and Nvidia, plus power data from PJM, LBNL and the EIA. Keep cash-basis and company-basis capex apart and use one basis per chart. Leave Oracle's fiscal quarters out of calendar totals, and treat unstarted leases as multi-year commitments, not annual spending. Label AI lab revenue as press reports and never net it against capex, and note that cloud backlogs may share the same customers. Keep company guidance apart from the research view and cite a source on every data slide. Write every slide title as a conclusion, use a stacked bar, a before-and-after guidance chart, bars with a ratio line, a table, a timeline, horizontal bars and one big number, show gains in green and losses in red, add one night photo of a data center beside a substation, end with the decision the committee needs to make, and close with a line saying the material does not constitute investment advice.”

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