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Spatial co-ordinations are initially random, and will automatically re-arrange to minimize complexity based on distance between relationships. Mouse down and drag to pan. Right click on the strategic diagram toggles between motion and stationary. Hover over abstract node (orange) to view abstractions. Hover over leaf node to view corresponding narrative. Left click on the leaf node expands the narrative to view full text.

Narrative Analysis - Report

Key Focus

Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the year. ...

Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said ...

No momentum supporting factor found

Challenge supporting factors

(company,earnings)

(company,microsoft,earnings)

(company,amazon)

(company,microsoft,amazon)

(spending,microsoft)

(spending,intelligence)

(spending,artificial)

(microsoft,newfangled)

(microsoft,new_york_times)

Work-in-progress supporting factors

(company,capital)

(spending,google)

(company,zuckerberg)

(company,microsoft,spending)

(company,microsoft,google)

(microsoft,google)

(company,microsoft,capital)

(microsoft,capital)

(company,microsoft,outfitting)

(company,outfitting)

(microsoft,outfitting)

Time Period	Challenge	Momentum	WIP
Report	23.08	0.00	76.93

High Level Abstraction (HLA) combined

High Level Abstraction (HLA)	Report
(1) (company,capital)	100.00
(2) (spending,google)	62.86
(3) (company,zuckerberg)	59.29
(4) (company,microsoft,spending)	57.86
(5) (company,meta)	57.14
(6) (company,spending)	56.43
(7) (company,google)	55.71
(8) (spending,capital)	55.00
(9) (company,microsoft,google)	53.57
(10) (microsoft,google)	52.14
(11) (company,microsoft,capital)	47.14
(12) (microsoft,capital)	45.00
(13) (company,microsoft,outfitting)	43.57
(14) (company,outfitting)	41.43
(15) (microsoft,outfitting)	40.71
(16) (company,microsoft,meta)	37.86
(17) (microsoft,meta)	36.43
(18) (company,keep)	35.71
(19) (company,microsoft,keep)	33.57
(20) (microsoft,growth)	32.86
(21) (company,growth)	32.86
(22) (spending,microsoft)	30.71
(23) (company,microsoft,growth)	30.71
(24) (company,earnings)	28.57
(25) (spending,intelligence)	27.86
(26) (company,microsoft,earnings)	26.43
(27) (company,analysts)	25.71
(28) (spending,industry)	25.00
(29) (company,microsoft,analysts)	23.57
(30) (company,amazon)	21.43
(31) (spending,artificial)	19.29
(32) (company,microsoft,amazon)	19.29
(33) (spending,technology)	15.00
(34) (spending,web)	8.57
(35) (spending,supercomputers)	6.43
(36) (microsoft,software)	5.71
(37) (spending,software)	5.00
(38) (spending,silicon_valley)	4.29
(39) (microsoft,web)	2.86
(40) (microsoft,openai)	2.14
(41) (microsoft,newfangled)	1.43
(42) (microsoft,new_york_times)	0.71

Supporting narratives:

Please refer to knowledge diagram for a complete set of supporting narratives.

challenge - Back to HLA

Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said. Microsoft's were up 22 percent. Amazon, which will report earnings on Tuesday, is expected to add to that growth. ...
High Level Abstractions:

(company,microsoft,amazon)
(company,amazon)
(company,microsoft,earnings)
(company,earnings)
Inferred entity relationships (6)
(company,earnings) [inferred]
(amazon,company) [inferred]
(company,microsoft,spending) [inferred]
(company,microsoft,outfitting) [inferred]
(company,earnings,microsoft) [inferred]
(amazon,company,microsoft) [inferred]

challenge - Back to HLA

For all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected those new computer networks together ...
High Level Abstractions:

(microsoft,web)
(microsoft,newfangled)
(spending,microsoft)
(spending,software)
(microsoft,software)

challenge - Back to HLA

winner.. . The money being thrown at technology to support artificial intelligence is also a reminder of spending patterns of the dot-com boom of the 1990s. For all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected those new computer networks together ...
High Level Abstractions:

(spending,intelligence)
(spending,artificial)

challenge - Back to HLA

The money being thrown at technology to support artificial intelligence is also a reminder of spending patterns of the dot-com boom of the 1990s. For all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected those new computer networks together ...
High Level Abstractions:

(spending,web)

challenge - Back to HLA

project," Satya Nadella, Microsoft's chief executive, said on Thursday.. . (The New York Times sued Microsoft and its partner, OpenAI, in December, claiming copyright infringement of news content related to their A.I. ...
High Level Abstractions:

(microsoft,openai)

challenge - Back to HLA

project," Satya Nadella, Microsoft's chief executive, said on Thursday.. . (The New York Times sued Microsoft and its partner, OpenAI, in December, claiming copyright infringement of news content related to their A.I ...
High Level Abstractions:

(microsoft,new_york_times)

WIP - Back to HLA

. Meta's investors were unhappy with Mr. Zuckerberg, sending his company's share price down more than 16 percent after the call. But Mr. Zuckerberg, who just a few years ago was pilloried by shareholders for a planned spending spree on augmented and virtual reality, was unapologetic about the money that his company is throwing at A.I ...
High Level Abstractions:

(company,zuckerberg)

WIP - Back to HLA

Nearly everyone with a foot in tech or giant piles of money, it seems, is jumping into a spending frenzy that some believe could last for years.. . Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the year ...
High Level Abstractions:

(company,spending)
(company,meta)
(spending,google)
(microsoft,google)
(company,microsoft,meta)
(company,microsoft,spending)
(company,microsoft,google)
(microsoft,meta)
(spending,microsoft)
(company,google)
Inferred entity relationships (8)
(microsoft,spending) [inferred]
(meta,microsoft) [inferred]
(google,microsoft) [inferred]
(company,microsoft,outfitting) [inferred]
(company,google) [inferred]
(company,meta) [inferred]
(company,google,microsoft) [inferred]
(company,meta,microsoft) [inferred]

WIP - Back to HLA

Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the year. ...
High Level Abstractions:

(company,capital)
(spending,capital)
(microsoft,capital)
(company,microsoft,capital)
Inferred entity relationships (4)
(capital,company,microsoft) [inferred]
(company,microsoft,spending) [inferred]
(company,microsoft,outfitting) [inferred]
(capital,company) [inferred]

WIP - Back to HLA

Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said ...
High Level Abstractions:

(company,capital)
Inferred entity relationships (1)
(capital,company,microsoft) [inferred]

WIP - Back to HLA

Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said. Microsoft's were up 22 percent ...
High Level Abstractions:

(company,microsoft,outfitting)
(microsoft,outfitting)
(company,outfitting)
Inferred entity relationships (2)
(microsoft,outfitting) [inferred]
(company,microsoft,spending) [inferred]

WIP - Back to HLA

business could have been even bigger - if the company had enough data center supply to meet the demand, underscoring the need to keep on building. ...
High Level Abstractions:

(company,keep)
(company,microsoft,keep)
Inferred entity relationships (2)
(company,keep,microsoft) [inferred]
(company,keep) [inferred]

WIP - Back to HLA

Microsoft's were up 22 percent. Amazon, which will report earnings on Tuesday, is expected to add to that growth. ...
High Level Abstractions:

(company,growth)
(microsoft,growth)
(company,microsoft,growth)
Inferred entity relationships (3)
(company,growth) [inferred]
(growth,microsoft) [inferred]
(company,growth,microsoft) [inferred]

WIP - Back to HLA

That amounted to $1 billion in three months, analysts estimated.. . Microsoft said its generative A.I. business could have been even bigger - if the company had enough data center supply to meet the demand, underscoring the need to keep on building ...
High Level Abstractions:

(company,analysts)
(company,microsoft,analysts)
Inferred entity relationships (4)
(analysts,company) [inferred]
(analysts,company,microsoft) [inferred]
(company,microsoft,spending) [inferred]
(company,microsoft,outfitting) [inferred]

WIP - Back to HLA

. Meta's investors were unhappy with Mr. Zuckerberg, sending his company's share price down more than 16 percent after the call ...
High Level Abstractions:

(company,meta)
Inferred entity relationships (1)
(company,meta,microsoft) [inferred]

WIP - Back to HLA

In Race to Build A.I., Tech Plans a Big Plumbing Upgrade. . The spending that the industry's giants expect artificial intelligence to require is starting to come into focus - and it is jarringly large. ...
High Level Abstractions:

(spending,intelligence)
(spending,artificial)

WIP - Back to HLA

In Race to Build A.I., Tech Plans a Big Plumbing Upgrade. . The spending that the industry's giants expect artificial intelligence to require is starting to come into focus - and it is jarringly large ...
High Level Abstractions:

(spending,industry)

WIP - Back to HLA

But cloud computing has added a new wrinkle: Since most start-ups and even big companies from other industries contract with cloud computing providers to host their networks, the tech industry's biggest companies are spending big now in hopes of luring customers.. . Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said ...
High Level Abstractions:

(spending,capital)
(spending,industry)
(spending,google)

WIP - Back to HLA

The companies all said in calls with investors that they had no plans to slow down their A.I. spending.. . In the clearest sign of how A.I. has become a story about building a massive technology infrastructure, Meta said on Wednesday that it needed to spend billions more on the chips and data centers for A.I ...
High Level Abstractions:

(spending,technology)

WIP - Back to HLA

winner.. . The money being thrown at technology to support artificial intelligence is also a reminder of spending patterns of the dot-com boom of the 1990s ...
High Level Abstractions:

(spending,technology)

WIP - Back to HLA

They are investing in huge new facilities, while even places like Saudi Arabia are racing to build supercomputers to handle A.I. Nearly everyone with a foot in tech or giant piles of money, it seems, is jumping into a spending frenzy that some believe could last for years. ...
High Level Abstractions:

(spending,supercomputers)

WIP - Back to HLA

"I think it makes sense to go for it, and we're going to," Mark Zuckerberg, Meta's chief executive, said in a call with investors.. . The eye-popping spending reflects an old parable in Silicon Valley: The people who made the biggest fortunes in California's gold rush weren't the miners - they were the people selling the shovels ...
High Level Abstractions:

(spending,silicon_valley)

WIP - Back to HLA

business, which it said had contributed to more than a fifth of the growth of its cloud computing business. That amounted to $1 billion in three months, analysts estimated. ...
High Level Abstractions:

(microsoft,growth)

Semantics Relevance

In Race to Build A.I., Tech Plans a Big Plumbing Upgrade