Weekly Active Users, MM 4 Charts Paint Thousands of Words… Seem Like Change Happening Faster Than Ever? Yes, It Is AI User + Usage + CapEx Growth = Unprecedented Developers in Leading Chipmaker’s Ecosystem 1 2.1 Source: Leading Chipmaker Details on Page 38 AI User + Usage + CapEx Growth = Unprecedented 2.2 Internet vs. Leading USA-Based LLM: Total Current Users Outside North America Note: LLM data is for monthly active mobile app users. App not available in select countries, including China and Russia, as of 5/25. Source: United Nations / International Telecommunications Union (3/25), Sensor Tower (5/25) 0 Years In Share of Total Current Users, % Details on Page 56 AI User + Usage + CapEx Growth = Unprecedented Leading USA-Based LLM Users 2 Source: Company disclosures Details on Page 55 6MM 2005 2025 Number of Developers, MM 0% 50% 100% Internet LLM 33 Years In 90% @ Year 3 90% @ Year 23 10/22 4/25 800MM Big Six* USA Technology Company CapEx *Apple, NVIDIA, Microsoft, Alphabet, Amazon (AWS only), & Meta Platforms Source: Capital IQ (3/25), Morgan Stanley 2014 2024 CapEx, $B +63% $212B Details on Page 97