AI Usage + Cost + Loss Growth = Unprecedented • AI Monetization Threats = Rising Competition + Open-Source Momentum + China’s Rise • AI & Physical World Ramps = Fast + Data-Driven • Global Internet User Page 975 …Charts Paint Thousands of Words… AI Monetization Threats = Rising Competition + Open-Source Momentum + China’s Rise 5 Leading USA LLMs vs. China LLM Desktop User Share Note: Data is non-deduped Electric Power Computer Memory AI Inference AI Monetization Threats = Rising Competition + Open-Source Momentum + China’s Rise 5.1 China vs. USA vs. Rest of World Industrial Robots Installed Note:

VNNI, ARM Dot, Nvidia DP4A • Full pipeline is available. Please try it and give suggestions. • Open-source discussions formed the foundations of both the approaches.