| 1 | # ppt169_ai_industry_2026 — Design Spec |
| 2 | |
| 3 | > Brutalist editorial newspaper · capability-showcase demo for PPT Master roadmap §P0-2 |
| 4 | > Source: `sources/ai_industry_2026.md` (compiled May 2026 from Counterpoint / Stanford HAI / OneTrust / Deluair / IEEE Spectrum) |
| 5 | |
| 6 | ## I. Project Information |
| 7 | |
| 8 | | Item | Value | |
| 9 | | ---- | ----- | |
| 10 | | **Project Name** | ppt169_ai_industry_2026 | |
| 11 | | **Canvas Format** | PPT 16:9 (1280×720) | |
| 12 | | **Page Count** | 10 | |
| 13 | | **Design Style** | B) General Consulting + Brutalist editorial newspaper | |
| 14 | | **Target Audience** | AI 行业从业者 / 投资人 / 研究者 / 关心 AI 转折点的科技读者 | |
| 15 | | **Use Case** | 年报式行业回顾 — 论坛 / brown-bag / 投资者季报开场 | |
| 16 | | **Created Date** | 2026-05-21 | |
| 17 | |
| 18 | --- |
| 19 | |
| 20 | ## II. Canvas Specification |
| 21 | |
| 22 | | Property | Value | |
| 23 | | -------- | ----- | |
| 24 | | **Format** | PPT 16:9 | |
| 25 | | **Dimensions** | 1280×720 | |
| 26 | | **viewBox** | `0 0 1280 720` | |
| 27 | | **Margins** | Left/Right 48px, Top/Bottom 40px (报章式 narrow margins) | |
| 28 | | **Content Area** | 1184×640 | |
| 29 | |
| 30 | --- |
| 31 | |
| 32 | ## III. Visual Theme |
| 33 | |
| 34 | ### Theme Style |
| 35 | |
| 36 | - **Style**: Brutalist editorial newspaper — 满版小字 + 不规则栏宽 + 真原生 shape 框线 + halftone 黑白图 + 单点红强调 |
| 37 | - **Theme**: Light theme (报章纸白底) |
| 38 | - **Tone**: 严肃、克制、信息密度顶级、reportorial |
| 39 | |
| 40 | ### Color Scheme |
| 41 | |
| 42 | | Role | HEX | Purpose | |
| 43 | | ---- | --- | ------- | |
| 44 | | **Background** | `#FFFFFF` | 主背景（纸白） | |
| 45 | | **Secondary bg** | `#F4F1EA` | sidebar / pull-quote / 边栏纸黄 | |
| 46 | | **Primary** | `#111111` | 主形状 / rule line / 主文字 | |
| 47 | | **Accent** | `#C8102E` | 红色强调 — masthead 一条红线、关键数据点、`The Number` 锚点（全文 <5%） | |
| 48 | | **Secondary accent** | `#3A3A3A` | 次文字 / annotation / footer | |
| 49 | | **Body text** | `#111111` | 主文字 | |
| 50 | | **Secondary text** | `#3A3A3A` | 次文字 / caption | |
| 51 | | **Tertiary text** | `#6B6B6B` | footnote / 页码 | |
| 52 | | **Border/divider** | `#000000` | 报章框线、栏分隔、cell border | |
| 53 | | **Success** | `#1A6E3A` | 正向数据点（极少用） | |
| 54 | | **Warning** | `#A02014` | 负向数据点（极少用） | |
| 55 | |
| 56 | ### AI Image Strategy |
| 57 | |
| 58 | - **Image Rendering**: editorial |
| 59 | - **Image Palette**: mono-ink |
| 60 | |
| 61 | > 报章纪实风：halftone 颗粒、纸纹质感、clean partition、黑墨平涂、可在墨黑主体之外让单点红 `#C8102E` 出现一次（如红印章 / 红圈标注 / 红 underline）。 |
| 62 | |
| 63 | --- |
| 64 | |
| 65 | ## IV. Typography System |
| 66 | |
| 67 | ### Font Plan |
| 68 | |
| 69 | **Typography direction**: Brutalist newspaper — display sans 黑体头条 × serif 衬线小字正文 × monospace 数据，三种家族强对比 |
| 70 | |
| 71 | | Role | Chinese | English | Fallback tail | |
| 72 | | ---- | ------- | ------- | ------------- | |
| 73 | | **Title (masthead / 头条)** | `SimHei` | `Impact, "Arial Black"` | `sans-serif` | |
| 74 | | **Subtitle / Section label** | `SimHei` | `"Arial Black"` | `sans-serif` | |
| 75 | | **Body (报章 column)** | `SimSun` | `"Times New Roman"` | `serif` | |
| 76 | | **Emphasis** | `SimSun` | `Georgia` | `serif` | |
| 77 | | **Code / 数据** | — | `Consolas, "Courier New"` | `monospace` | |
| 78 | |
| 79 | **Per-role font stacks**: |
| 80 | |
| 81 | - Title: `Impact, "Arial Black", SimHei, sans-serif` |
| 82 | - Subtitle: `"Arial Black", SimHei, sans-serif` |
| 83 | - Body: `"Times New Roman", SimSun, serif` |
| 84 | - Emphasis: `Georgia, "Times New Roman", SimSun, serif` |
| 85 | - Code: `Consolas, "Courier New", monospace` |
| 86 | |
| 87 | ### Font Size Hierarchy |
| 88 | |
| 89 | **Baseline**: Body font size = **14px** (满版小字密度，比常规 dense 18px 更密，是 Brutalist 报章典型阅读节奏) |
| 90 | |
| 91 | | Purpose | Ratio to body | Px @ body=14 | Weight | |
| 92 | | ------- | ------------- | ------------ | ------ | |
| 93 | | Cover masthead (THE AI INDUSTRY 2026) | 5-6x | 72-90 | Black | |
| 94 | | Section opener / 头条 | 3-4x | 42-56 | Black | |
| 95 | | Page title | 2-2.5x | 28-36 | Bold | |
| 96 | | Hero number (报章大数字) | 3.5-5x | 50-72 | Black | |
| 97 | | Subtitle / Section label | 1.4-1.6x | 20-22 | SemiBold | |
| 98 | | **Body content** | **1x** | **14** | Regular | |
| 99 | | Annotation / caption | 0.75-0.85x | 11-12 | Regular | |
| 100 | | Page number / footnote / imprint | 0.6-0.75x | 9-10 | Regular | |
| 101 | |
| 102 | --- |
| 103 | |
| 104 | ## V. Layout Principles |
| 105 | |
| 106 | ### Page Structure |
| 107 | |
| 108 | - **Header area**: Masthead/page-header 64px (顶部红线 4px + 报章标题栏 60px) |
| 109 | - **Content area**: 568px (报章主体；多栏不规则栏宽) |
| 110 | - **Footer area**: 28px (imprint / page number / date) |
| 111 | |
| 112 | ### Layout Pattern Library |
| 113 | |
| 114 | Brutalist 报章主要用： |
| 115 | - **Asymmetric multi-column** (2/3/4 栏不等宽) — 不规则栏宽是核心特征 |
| 116 | - **Top-band + multi-column** — 大图压顶 + 下方多栏 |
| 117 | - **Sidebar column** (image 或 pull-quote) — 整页右侧或左侧固定边栏 |
| 118 | - **Hero number + body** — 单个巨型数字 + 解释栏 |
| 119 | - **Rule-line grid** — 用粗细 rule line 分割，不用 box card |
| 120 | - **Center-radiating** — 用于 P06 KPI overlay |
| 121 | |
| 122 | ### Spacing Specification |
| 123 | |
| 124 | **Universal**: |
| 125 | |
| 126 | | Element | Range | Current | |
| 127 | | ------- | ----- | ------- | |
| 128 | | Safe margin from canvas edge | 40-60px | **48px L/R, 40px T/B** | |
| 129 | | Content block gap | 16-24px | **20px** | |
| 130 | | Column gap (rule line gutter) | 14-20px | **16px** | |
| 131 | |
| 132 | **Non-card containers** (Brutalist 报章基本不用 card，全靠 rule line 分割): |
| 133 | |
| 134 | - Line-height: 1.35-1.45× body font size (报章紧凑节奏) |
| 135 | - Body column width: 220-340px (3-4 栏典型) |
| 136 | - Rule line stroke: 0.5px hairline / 1px standard / 2-3px section divider / 4px masthead red bar |
| 137 | |
| 138 | --- |
| 139 | |
| 140 | ## VI. Icon Usage Specification |
| 141 | |
| 142 | **不使用 icon library**。Brutalist 报章靠 typography + rule line + halftone 图说话，icon 反而稀释力度。 |
| 143 | |
| 144 | --- |
| 145 | |
| 146 | ## VII. Visualization Reference List |
| 147 | |
| 148 | Catalog read: 71 templates |
| 149 | |
| 150 | | Page | Template | Path | Summary-quote (verbatim) | Usage | |
| 151 | | ---- | -------- | ---- | ------------------------ | ----- | |
| 152 | | P02 | kpi_cards | `templates/charts/kpi_cards.svg` | "Pick for 4-8 standalone numeric metrics shown as overview cards (2x2 or 1x4) — exec summary opener, dashboard headline," | 头版 4 个核心 KPI： $2.02T 支出 / 3.8B 用户 / $20.7B Q1 收入 / 1000+ 政策 | |
| 153 | | P03 | horizontal_bar_chart | `templates/charts/horizontal_bar_chart.svg` | "Pick for ranking 5-12 items, especially with long labels. Skip if <=8 short-label items (use bar_chart)." | LLM 收入份额 Q1 2026 ranking — Anthropic / OpenAI / Google / MSFT / Tencent / Baidu / Alibaba / Meta / Grok / Perplexity | |
| 154 | | P04 | dumbbell_chart | `templates/charts/dumbbell_chart.svg` | "Pick for before-vs-after or two-state difference across 5-10 items. Skip for single snapshot (use bar_chart) or 3+ states" | ARPU 差距对比：5 大 lab 的 MAU vs 月 ARPU 两态 | |
| 155 | | P05 | line_chart | `templates/charts/line_chart.svg` | "Pick for 1-3 time-series on a continuous axis showing direction. Skip if cumulative volume matters (use area_chart) or d" | 训练成本时间轨迹 GPT-4 → Llama 3.1 → Gemini Ultra → 2026 frontier → 2027 projected | |
| 156 | | P06 | bar_chart | `templates/charts/bar_chart.svg` | "Pick for single-series category value comparison, 3-8 categories. Skip for >12 long-label items (use horizontal_bar_char" | 推理功率对比 W/query：Claude 4 Opus / GPT-4 / Gemini 2.5 / DeepSeek V3 / Llama 3.1 | |
| 157 | | P07 | dumbbell_chart | `templates/charts/dumbbell_chart.svg` | "Pick for before-vs-after or two-state difference across 5-10 items. Skip for single snapshot (use bar_chart) or 3+ states" | Benchmark 饱和：SWE-bench / HLE / PhD-QA / Math 多项 2024 → 2025 跳变 | |
| 158 | | P08 | comparison_table | `templates/charts/comparison_table.svg` | "Pick for 2-4 plans/products compared across many feature rows (dense matrix). Skip for pricing-tier marketing layout (us" | 三套监管对照：EU / US / China 在生效日期 / 罚则 / 范围 / 重点上的差异 | |
| 159 | | P09 | timeline | `templates/charts/timeline.svg` | "Pick for 3-8 milestone events on a horizontal time axis (no duration). Skip for tasks with start/end ranges (use gantt_c" | 2025-01 → 2026-04 6 个里程碑事件 | |
| 160 | |
| 161 | **Runners-up considered**: |
| 162 | |
| 163 | - `grouped_bar_chart` | rejected for P04: 双态 MAU/ARPU 两端差异巨大（4 数量级），dumbbell 拉开尺度更易读，grouped bar 在差距悬殊时会失衡。 |
| 164 | - `vertical_pillars` | rejected for P08: 监管对照是「多行多列」结构化对比，pillars 更适合 1×N 并列单元；comparison_table 更精准匹配「many feature rows」的密度。 |
| 165 | - `process_flow` | rejected for P09: 2025-2026 事件是离散里程碑非线性流程，timeline 直接匹配「milestone events on a horizontal time axis」。 |
| 166 | - `bullet_chart` | rejected for P02: bullet 需要 target + actual 双值，本页 4 个 KPI 是 standalone 数字无目标值。 |
| 167 | - `area_chart` | rejected for P05: 训练成本不是 cumulative volume 而是 model-by-model trajectory，line_chart 更准。 |
| 168 | |
| 169 | --- |
| 170 | |
| 171 | ## VIII. Image Resource List |
| 172 | |
| 173 | | Filename | Dimensions | Ratio | Purpose | Layout pattern | Acquire Via | Status | Reference | text_policy | page_role | |
| 174 | | -------- | --------- | ----- | ------- | -------------- | ----------- | ------ | --------- | ----------- | --------- | |
| 175 | | p01_cover_hero.png | 1280×720 | 1.78 | 封面 hero 主图 | #1 full-bleed background with floating title + #29 two-stop scrim | ai | Pending | An abstract editorial newspaper photograph: vast information surge depicted as parallel cascading data ribbons descending from the upper darkness into bright reflective floor; silhouette of a lone figure standing at the foot looking up; high-contrast halftone, paper grain, slight motion blur on the ribbons; calm right-side area reserved for masthead title overlay | none | hero_page | |
| 176 | | p03_revenue_leader.png | 480×720 | 0.67 | 收入排行配图 — 侧边图 | #18 image as full-height sidebar column + #70 thin colored matte frame | ai | Pending | A vertical editorial photograph: an empty stage podium with the front sign blank and a smaller secondary podium behind partially in shadow; bright ceiling spotlight only on the front podium; halftone grain; suggests a changing of the guard, no people | none | local | |
| 177 | | p05_training_cost.png | 1280×320 | 4.00 | 训练成本横幅 — 中段横向 banner | #14 horizontal banner strip cutting through mid-section + #70 thin colored matte frame | ai | Pending | An editorial wide photograph of a vast GPU server hall stretching to vanishing point; long aisle between two walls of black server racks with small status lights; cold overhead lighting; halftone, paper grain; reads as scale and power infrastructure | none | local | |
| 178 | | p06_inference_thermal.png | 1280×720 | 1.78 | 推理功率 hero — 浮动 KPI 卡背景 | #40 background image + floating KPI metric cards + #30 flat semi-transparent rectangle overlay | ai | Pending | An editorial photograph: extreme close-up of a single matte-black processor die with intricate etched circuitry visible; ambient heat shimmer above the die surface; one tiny bright red anomaly point at the corner; halftone grain; calm uniform areas reserved for KPI card overlays | none | local | |
| 179 | | p08_regulation_table.png | 1280×280 | 4.57 | 监管对照配图 — 顶部 banner | #5 top-band image + bottom multi-column text + #70 thin colored matte frame | ai | Pending | An editorial wide photograph: three closed leather-bound official folders side by side on a wooden table under raking light, each folder slightly different in age and patina; a single bold rubber stamp impression visible on the center folder; halftone, paper grain; suggests three regulatory traditions | none | local | |
| 180 | |
| 181 | --- |
| 182 | |
| 183 | ## IX. Content Outline |
| 184 | |
| 185 | ### Part 1: Masthead |
| 186 | |
| 187 | #### Slide 01 - Cover (Masthead) |
| 188 | |
| 189 | - **Layout**: Full-bleed hero image + 顶部 4px 红线 + 大字 masthead overlay 在右下calm region |
| 190 | - **Title**: `THE AI INDUSTRY 2026` |
| 191 | - **Subtitle**: `Annual Report — Volume 1, Edition 1` |
| 192 | - **Info**: `Compiled May 2026 · Sources: Stanford HAI · Counterpoint · OneTrust · Deluair · IEEE Spectrum` |
| 193 | - **Tagline (red accent)**: `THE YEAR THE LEAGUE TABLE CHANGED.` |
| 194 | |
| 195 | ### Part 2: Front Page |
| 196 | |
| 197 | #### Slide 02 - Issue at a Glance |
| 198 | |
| 199 | - **Layout**: Top page-header 红线 + 大字 masthead 复用 + 4 个 KPI 卡（1×4 横排） + 下方三栏短文「Three Observations」 |
| 200 | - **Title**: `ISSUE AT A GLANCE` |
| 201 | - **Visualization**: kpi_cards (see VII) |
| 202 | - **KPIs**: |
| 203 | - `$2.02T` — Worldwide AI spending 2026E (+36% YoY) · Gartner |
| 204 | - `3.8B` — Monthly LLM users worldwide · Counterpoint |
| 205 | - `$20.7B` — Quarterly LLM revenue Q1 2026 · Counterpoint |
| 206 | - `1,000+` — Active national AI policy initiatives across 72 countries · OneTrust |
| 207 | - **Three observations (3 栏 short body)**: |
| 208 | 1. Revenue concentration is breaking from user-count rankings. |
| 209 | 2. Frontier training costs cleared the $200M floor and are heading to $1–3B by late 2027. |
| 210 | 3. Inference cost is falling ~10× per year for the same capability. |
| 211 | |
| 212 | ### Part 3: Lead Story |
| 213 | |
| 214 | #### Slide 03 - Story I: Revenue League Q1 2026 |
| 215 | |
| 216 | - **Layout**: 左 1/3 侧边 sidebar 图片（podium） + 右 2/3 上 horizontal_bar_chart + 下 pull-quote 红字小评论 |
| 217 | - **Title**: `STORY I — REVENUE LEAGUE TABLE` |
| 218 | - **Subtitle**: `Anthropic 31.4 % vs OpenAI 29.0 %` |
| 219 | - **Visualization**: horizontal_bar_chart (see VII) |
| 220 | - **Data points**: |
| 221 | - Anthropic 31.4%, OpenAI 29.0%, Google 12.1%, Microsoft 7.2%, Tencent 4.8%, Baidu 3.6%, Alibaba 2.9%, Meta 1.4%, Grok 1.4%, Perplexity 1.0%, DeepSeek 0.2%, Zhipu 0.1% |
| 222 | - **Pull-quote (red)**: `"FIRST NON-OPENAI LAB IN #1 SINCE THE MODERN LLM ERA BEGAN."` |
| 223 | - **Source line**: `Counterpoint Research · Global LLM Adoption and Revenue Snapshot, Q1 2026` |
| 224 | |
| 225 | ### Part 4: Sidebar Data |
| 226 | |
| 227 | #### Slide 04 - The ARPU Divide |
| 228 | |
| 229 | - **Layout**: 全幅 dumbbell_chart 占上 2/3，下方 4-栏 short caption；no image |
| 230 | - **Title**: `THE ARPU DIVIDE — SCALE ≠ MONETISATION` |
| 231 | - **Visualization**: dumbbell_chart (see VII) |
| 232 | - **Data points (MAU left dot · ARPU right dot)**: |
| 233 | - Meta: ~1,000M MAU · $0.10 |
| 234 | - OpenAI: 900M · $2.20 |
| 235 | - Google: — · $1.10 |
| 236 | - Anthropic: 134M · $16.20 |
| 237 | - Microsoft: — · $5.00 |
| 238 | - **Caption body**: Anthropic's per-user revenue is 7.4× OpenAI's, 14.7× Google's, 162× Meta's. Enterprise-API and coding workloads compound faster than consumer free-tier scale. |
| 239 | |
| 240 | #### Slide 05 - Frontier Training Cost |
| 241 | |
| 242 | - **Layout**: 中段 1280×320 wide banner photo（GPU 走廊） + 上 page title + 下 line_chart + 右侧 annotation 栏 |
| 243 | - **Title**: `FRONTIER TRAINING COST — PAST THE HALF-BILLION LINE` |
| 244 | - **Visualization**: line_chart (see VII) |
| 245 | - **Data points**: GPT-4 $78M → Llama 3.1 $170M → Gemini Ultra $191M → 2026 frontier $200-500M → late-2027 projected $1-3B |
| 246 | - **Annotation**: `1e26 – 1e27 FLOPs` (2026 frontier compute range). Power and grid interconnect, not chip supply, are the binding constraint for the late-2027 cohort. |
| 247 | |
| 248 | ### Part 5: Inside Pages |
| 249 | |
| 250 | #### Slide 06 - Inference — Watts per Query |
| 251 | |
| 252 | - **Layout**: full-bleed processor die image as canvas + 4 个 floating KPI 卡 + 半透明 overlay 保证可读 |
| 253 | - **Title**: `INFERENCE — A 4.6× SPREAD INSIDE THE FRONTIER CLASS` |
| 254 | - **Visualization**: bar_chart (see VII) |
| 255 | - **KPI cards (floating)**: |
| 256 | - `5 W` Claude 4 Opus per medium prompt |
| 257 | - `23 W` DeepSeek V3 per medium prompt |
| 258 | - `10×` Carbon emissions spread (most-vs-least efficient) |
| 259 | - `~10×/yr` Inference cost decline at constant capability |
| 260 | - **Source**: Stanford HAI AI Index 2026 |
| 261 | |
| 262 | #### Slide 07 - Capability — Benchmarks Saturated |
| 263 | |
| 264 | - **Layout**: 全幅 dumbbell_chart 2024→2025 跳变 + 下方 short body；no image |
| 265 | - **Title**: `CAPABILITY — BENCHMARKS SATURATED FASTER THAN BUILT` |
| 266 | - **Visualization**: dumbbell_chart (see VII) |
| 267 | - **Data points (2024 → 2025)**: |
| 268 | - SWE-bench Verified (coding): ~60% → ~100% of human baseline |
| 269 | - Humanity's Last Exam: baseline → +30 pp |
| 270 | - PhD-level science QA: below baseline → meet/exceed |
| 271 | - Multimodal reasoning: below baseline → meet/exceed |
| 272 | - Competition mathematics: below baseline → meet baseline |
| 273 | - **Editorial line**: `THE BENCH-DESIGN COMMUNITY IS NOW PERMANENTLY BEHIND THE MODEL-RELEASE CYCLE.` |
| 274 | |
| 275 | ### Part 6: Regulation |
| 276 | |
| 277 | #### Slide 08 - Three Rulebooks, One Race |
| 278 | |
| 279 | - **Layout**: 顶部 1280×280 banner photo (三本文件夹) + 下方 comparison_table 3 列 × N 行 |
| 280 | - **Title**: `THREE RULEBOOKS, ONE RACE` |
| 281 | - **Visualization**: comparison_table (see VII) |
| 282 | - **Columns**: EU · United States · China |
| 283 | - **Rows**: |
| 284 | - Posture — Class-of-model regulation · Sector + state regulation · Output-tagging regulation |
| 285 | - Core instrument — AI Act · EO 14179 + state laws · Gen-AI Services Mgmt Measures |
| 286 | - Full force — August 2025 · No federal statute · Watermark rules effective 2025-09-01 |
| 287 | - Max penalty — €35M or 7 % turnover · Varies by state · Administrative + license revocation |
| 288 | - Frontier focus — General-purpose AI w/ systemic risk · Innovation-first reframing · Domestic data + party-aligned standards |
| 289 | - **Closing line**: `Convergence on principle, divergence on implementation.` |
| 290 | |
| 291 | ### Part 7: Timeline |
| 292 | |
| 293 | #### Slide 09 - 2025-2026 Timeline |
| 294 | |
| 295 | - **Layout**: 全幅 horizontal timeline + 上 page title + 下 6 个 milestone 注释栏 |
| 296 | - **Title**: `2025 – 2026 — SIX MILESTONES` |
| 297 | - **Visualization**: timeline (see VII) |
| 298 | - **Milestones**: |
| 299 | - 2025-01 · US EO 14179 signed — Federal posture reversed |
| 300 | - 2025-08 · EU AI Act takes full effect — First binding horizontal AI statute on a major economy |
| 301 | - 2025-09 · China synthetic-content rules effective — First state-mandated watermark regime at frontier scale |
| 302 | - 2025-Q4 · DeepSeek-R1 released — Open-weights reasoning at frontier-adjacent capability |
| 303 | - 2026-Q1 · Anthropic overtakes OpenAI on LLM revenue — First non-OpenAI lab in #1 |
| 304 | - 2026-04 · Stanford HAI AI Index 2026 published — First year SWE-bench Verified saturated |
| 305 | |
| 306 | ### Part 8: Closing |
| 307 | |
| 308 | #### Slide 10 - What Changed, What Didn't |
| 309 | |
| 310 | - **Layout**: 二栏纯文字 (breathing) — 左栏「CHANGED」红字 section header + 4 行；右栏「DID NOT CHANGE」黑字 section header + 4 行；底部 imprint footer |
| 311 | - **Title**: `WHAT CHANGED · WHAT DIDN'T` |
| 312 | - **Visualization**: none |
| 313 | - **Changed (left column, red header)**: |
| 314 | - Revenue leader no longer the user-count leader. |
| 315 | - Frontier training cost crossed the half-billion line per run. |
| 316 | - Inference power-per-query became a 4.6× discriminator inside the frontier class. |
| 317 | - Benchmark half-life dropped from years to months. |
| 318 | - **Did not change (right column, black header)**: |
| 319 | - Frontier cohort still ~5 labs. No Tier-1 added or removed since 2024. |
| 320 | - China frontier labs still have $0 of EU-market revenue. |
| 321 | - Open-weights distribution still does not translate to direct revenue capture. |
| 322 | - Power and grid interconnect remain the single hardest input to source. |
| 323 | - **Imprint footer**: `THE AI INDUSTRY 2026 · Annual Report · Volume 1, Edition 1 · Compiled May 2026 · PPT Master ☐ AI Newspaper Demo` |
| 324 | |
| 325 | --- |
| 326 | |
| 327 | ## X. Speaker Notes Requirements |
| 328 | |
| 329 | - **File naming**: match SVG names (e.g., `01_cover.svg` → `notes/01_cover.md`) |
| 330 | - **Total presentation duration**: ~12-15 minutes |
| 331 | - **Notes style**: formal, reportorial — match Brutalist newspaper tone |
| 332 | - **Purpose**: inform (年报式 industry briefing) |
| 333 | |
| 334 | --- |
| 335 | |
| 336 | ## XI. Technical Constraints Reminder |
| 337 | |
| 338 | ### SVG Generation Must Follow |
| 339 | |
| 340 | 1. viewBox: `0 0 1280 720` |
| 341 | 2. Background uses `<rect>` (`#FFFFFF` 纸白) |
| 342 | 3. Text wrapping uses `<tspan>` (`<foreignObject>` FORBIDDEN) |
| 343 | 4. Transparency defaults to `fill-opacity` / `stroke-opacity`; `rgba()` remains converter-compatible |
| 344 | 5. FORBIDDEN: `mask`, `<style>`, `class`, `foreignObject`, `textPath`, `animate*`, `script` |
| 345 | 6. Text chars: raw Unicode for typographic marks (em dash `—`, en dash `–`, `→`, NBSP, `©`); HTML named entities FORBIDDEN |
| 346 | 7. `marker-start` / `marker-end` conditionally allowed (triangle / diamond / circle in `<defs>` with `orient="auto"`) |
| 347 | 8. `clipPath` only on `<image>` (used here on hero / sidebar / banner photos) |
| 348 | |
| 349 | ### PPT Compatibility Rules |
| 350 | |
| 351 | - Prefer opacity per child; `<g opacity="...">` remains converter-compatible with an approximate-fidelity warning |
| 352 | - Image transparency via overlay `<rect fill="bg" opacity="0.x"/>` |
| 353 | - Inline styles only; external CSS / `@font-face` FORBIDDEN |
| 354 | - Stick to PPT-safe fonts in `typography` stacks; converter writes first Latin + first CJK only |
| 355 |