Presentation discusses Physical AI, agentic AI, and autonomous trucking as attractive investment areas.
“Physical AI is an attractive investment area Commercial trucking is a critical industry ripe for innovation Agentic AI Physical AI Large new Autonomous digital agents that use AI systems embedded in real-world Why is Physical AI an attractive investment area? frontiers generative models to reason, plan, and machines to enable intelligent physical execute tasks with minimal human input actions and automation Applies advanced AI models to real-world systems – (1) Example company Generative AI like vehicles and robotics – unlocking automation in Central large, labor-intensive industries with high barriers to unlock Foundation models capable of creating text, images, code, and more – unlocking broad applications across industries entry and massive addressable markets Stargate AI Compute Foundational enabler Provides the physical and cloud-based environments Why is autonomous trucking a compelling segment? where AI workloads are hosted and run ✓ Demonstrated technology maturation AI Hardware Foundational enabler✓ Clear customer value proposition Specialized chips and accelerators that enable efficient training and inference of modern AI models ✓ Large, growing market to drive adoption AI Infrastructure ✓ Supportive regulatory environment Foundational enabler Delivers the electricity and grid stability required to power ✓ Ecosystem readiness for scaled deployment energy-intensive AI compute operations at scale Note: (1) Example companies noted within each AI ecosystem layer are mea”