Knowledge Diagram Navigation:

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

In addition to deploying Nvidia's AI chips, Microsoft and Alphabet's Google design in-house chips for their data centers.. . Intel's Gaudi AI chips are likely to achieve more than $500 million in revenue this year, CEO Pat Gelsinger said in an interview. ...

Intel forecast second-quarter revenue and profit below market estimates on Thursday, sending its shares tumbling roughly 8% as it faces weak demand for its traditional data center and PC chips and trails in the surging market for AI components ...

Helped by its software, Nvidia dominates the market for AI chips with its powerful graphics processing units (GPUs), and commanded roughly 80% share last year ...

Surging demand and Nvidia's limited supply of these advanced chips has left Intel and AMD with opportunities to take market share. ...

No momentum supporting factor found

Challenge supporting factors

(chips,revenue)

(intel,chips,revenue)

(chips,amd)

(intel,chips,microsoft)

(intel,revenue,microsoft)

(revenue,microsoft)

(intel,chips,forecast)

(intel,chips,amd)

(intel,forecast,earnings)

(intel,earnings)

(intel,second-quarter,revenue,forecast)

(intel,revenue,earnings)

(intel,second-quarter,revenue,earnings)

(revenue,second-quarter,earnings)

(intel,second-quarter,forecast)

Work-in-progress supporting factors

(intel,chips,market,nvidia)

(chips,market,upgrade)

(chips,upgrade)

(intel,chips,market,upgrade)

(intel,chips,upgrade)

(intel,market,upgrade)

(intel,microsoft,upgrade)

(intel,upgrade)

(market,upgrade)

(chips,market,second-quarter)

(intel,chips,market,second-quarter)

(intel,market,microsoft)

(intel,chips,second-quarter)

(chips,market,revenue)

(market,microsoft)

Time Period	Challenge	Momentum	WIP
Report	17.50	0.00	82.50

High Level Abstraction (HLA) combined

High Level Abstraction (HLA)	Report
(1) (intel,chips,revenue)	100.00
(2) (intel,chips,market,nvidia)	99.54
(3) (intel,chips,microsoft)	75.17
(4) (intel,chips,forecast)	71.58
(5) (chips,market,upgrade)	71.35
(6) (chips,upgrade)	71.23
(7) (intel,chips,market,upgrade)	70.78
(8) (intel,chips,upgrade)	68.49
(9) (intel,market,upgrade)	67.81
(10) (intel,microsoft,upgrade)	67.41
(11) (intel,upgrade)	67.35
(12) (market,upgrade)	67.29
(13) (chips,market,second-quarter)	66.89
(14) (intel,chips,market,second-quarter)	66.38
(15) (intel,market,microsoft)	64.67
(16) (intel,chips,second-quarter)	64.21
(17) (chips,market,revenue)	63.70
(18) (market,microsoft)	63.30
(19) (intel,chips,market,revenue)	63.13
(20) (chips,market,profit)	60.39
(21) (intel,chips,market,profit)	59.87
(22) (intel,chips,profit)	57.76
(23) (chips,market,opportunities)	57.02
(24) (intel,chips,market,opportunities)	56.56
(25) (chips,market,nvidia)	56.28
(26) (intel,chips,amd)	55.82
(27) (intel,market,opportunities)	54.91
(28) (chips,market,operating)	54.34
(29) (intel,chips,market,operating)	53.88
(30) (intel,market,operating)	52.23
(31) (intel,microsoft,operating)	51.66
(32) (chips,microsoft)	49.83
(33) (intel,chips,software)	47.32
(34) (chips,market,microsoft)	47.09
(35) (intel,chips,market,microsoft)	46.46
(36) (chips,forecast)	45.78
(37) (chips,revenue)	43.21
(38) (chips,market,forecast)	42.24
(39) (intel,chips,market,forecast)	41.55
(40) (intel,chips,market,computer)	40.53
(41) (chips,nvidia,opportunities)	38.70
(42) (intel,chips,nvidia,opportunities)	38.01
(43) (intel,market,nvidia,opportunities)	37.39
(44) (intel,nvidia,opportunities)	36.64
(45) (market,nvidia,opportunities)	36.53
(46) (intel,chips,nvidia,microsoft)	35.84
(47) (intel,nvidia,microsoft)	34.99
(48) (intel,chips,nvidia,in-house)	34.65
(49) (intel,nvidia,in-house)	34.19
(50) (intel,amd)	33.96
(51) (intel,chips,nvidia,amd)	33.85
(52) (intel,market,nvidia,amd)	32.53
(53) (chips,amd)	31.79
(54) (intel,nvidia,amd)	31.51
(55) (intel,revenue,microsoft)	29.79
(56) (revenue,microsoft)	29.57
(57) (intel,software)	28.48
(58) (intel,chips,spending)	25.17
(59) (intel,second-quarter,revenue,forecast)	24.60
(60) (chips,market,dollars)	22.83
(61) (intel,market,nvidia,dollars)	22.66
(62) (intel,second-quarter,forecast)	21.69
(63) (intel,nvidia,dollars)	21.69
(64) (market,nvidia,dollars)	21.52
(65) (intel,market,stock)	20.03
(66) (market,stock)	19.86
(67) (intel,market,second-quarter)	19.35
(68) (market,second-quarter)	19.12
(69) (intel,market,revenue)	18.72
(70) (market,revenue)	18.32
(71) (intel,market,race)	17.92
(72) (intel,microsoft,race)	17.41
(73) (market,race)	17.18
(74) (intel,forecast,profit)	17.07
(75) (intel,market,profit)	16.44
(76) (intel,revenue,profit)	15.98
(77) (intel,second-quarter,profit)	15.58
(78) (intel,second-quarter,revenue,profit)	15.47
(79) (intel,forecast,earnings)	15.41
(80) (market,profit)	15.24
(81) (revenue,profit)	15.18
(82) (revenue,second-quarter,profit)	15.01
(83) (intel,forecast,market)	14.95
(84) (intel,earnings)	14.38
(85) (intel,second-quarter,revenue,market)	13.64
(86) (revenue,second-quarter,market)	13.24
(87) (intel,revenue,forecast)	13.07
(88) (revenue,forecast)	12.04
(89) (revenue,second-quarter,forecast)	11.87
(90) (intel,revenue,lseg)	11.82
(91) (intel,second-quarter,lseg)	11.47
(92) (intel,second-quarter,revenue,lseg)	11.36
(93) (revenue,second-quarter,lseg)	11.19
(94) (intel,revenue,earnings)	11.07
(95) (intel,manufacturing)	11.02
(96) (intel,second-quarter,revenue,earnings)	10.79
(97) (revenue,second-quarter,earnings)	10.67
(98) (revenue,second-quarter,chips)	10.27
(99) (intel,second-quarter,revenue,chips)	9.87
(100) (intel,second-quarter,analysts)	9.42

Supporting narratives:

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

challenge - Back to HLA

In addition to deploying Nvidia's AI chips, Microsoft and Alphabet's Google design in-house chips for their data centers.. . Intel's Gaudi AI chips are likely to achieve more than $500 million in revenue this year, CEO Pat Gelsinger said in an interview. ...
High Level Abstractions:

(intel,chips,revenue)
(chips,revenue)
Inferred entity relationships (18)
(chips,intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(chips,intel,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(chips,revenue,second-quarter) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,nvidia) [inferred]

challenge - Back to HLA

In addition to deploying Nvidia's AI chips, Microsoft and Alphabet's Google design in-house chips for their data centers.. . Intel's Gaudi AI chips are likely to achieve more than $500 million in revenue this year, CEO Pat Gelsinger said in an interview ...
High Level Abstractions:

(intel,revenue,microsoft)
(intel,revenue,in-house)
(intel,chips,microsoft)
(intel,microsoft,gaudi_ai)
(intel,revenue,gaudi_ai)
(revenue,microsoft)
(intel,microsoft,in-house)
Inferred entity relationships (29)
(chips,intel,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(microsoft,revenue) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(intel,microsoft,operating) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(intel,microsoft,revenue) [inferred]
(chips,intel,market,second-quarter) [inferred]
(intel,microsoft,stock) [inferred]
(in-house,intel,revenue) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,microsoft) [inferred]
(intel,microsoft,nvidia) [inferred]
(chips,intel,market,upgrade) [inferred]
(gaudi_ai,intel,revenue) [inferred]
(intel,microsoft,race) [inferred]
(in-house,intel,nvidia) [inferred]
(gaudi_ai,intel,microsoft) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(chips,intel,market,nvidia) [inferred]
(intel,microsoft,upgrade) [inferred]
(in-house,intel,microsoft) [inferred]

challenge - Back to HLA

Rival Advanced Micro Devices forecast it would sell $3.5 billion worth of AI chips this year when it reported earnings in January ...
High Level Abstractions:

(intel,chips,forecast)
(intel,forecast,advanced_micro_devices)
Inferred entity relationships (8)
(chips,forecast,market) [inferred]
(forecast,intel,profit) [inferred]
(forecast,intel,market) [inferred]
(forecast,intel,second-quarter) [inferred]
(forecast,intel,revenue) [inferred]
(forecast,intel,revenue,second-quarter) [inferred]
(chips,forecast) [inferred]
(chips,forecast,intel,market) [inferred]

challenge - Back to HLA

Rival Advanced Micro Devices forecast it would sell $3.5 billion worth of AI chips this year when it reported earnings in January. Shares of AMD, which also competes against Intel in PC processors, added 2.6% following Intel's report. ...
High Level Abstractions:

(intel,chips,amd)
(chips,amd)
(intel,earnings)
Inferred entity relationships (25)
(earnings,intel,second-quarter) [inferred]
(chips,intel,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(earnings,intel,revenue,second-quarter) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(amd,chips,intel) [inferred]
(amd,chips) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(amd,chips,nvidia) [inferred]
(chips,intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(earnings,intel,revenue) [inferred]
(amd,chips,intel,nvidia) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(chips,intel,market,nvidia) [inferred]

challenge - Back to HLA

Intel forecast second-quarter adjusted earnings of 10 cents per share, also below expectations.. . Total revenue of $12.72 billion in the first quarter marginally missed expectations of $12.78 billion ...
High Level Abstractions:

(revenue,second-quarter,earnings)
(intel,revenue,earnings)
(intel,second-quarter,revenue,forecast)
(intel,second-quarter,revenue,earnings)
Inferred entity relationships (8)
(earnings,intel,second-quarter) [inferred]
(forecast,intel,market) [inferred]
(forecast,intel,revenue) [inferred]
(earnings,intel) [inferred]
(earnings,intel,revenue,second-quarter) [inferred]
(forecast,intel,profit) [inferred]
(forecast,intel,second-quarter) [inferred]
(earnings,intel,revenue) [inferred]

challenge - Back to HLA

. Intel forecast second-quarter adjusted earnings of 10 cents per share, also below expectations.. . Total revenue of $12.72 billion in the first quarter marginally missed expectations of $12.78 billion ...
High Level Abstractions:

(intel,second-quarter,forecast)
(intel,forecast,earnings)
(intel,earnings)
(intel,second-quarter,earnings)
Inferred entity relationships (9)
(earnings,intel,second-quarter) [inferred]
(forecast,intel,market) [inferred]
(forecast,intel,revenue) [inferred]
(earnings,intel) [inferred]
(earnings,intel,revenue,second-quarter) [inferred]
(forecast,intel,profit) [inferred]
(forecast,intel,second-quarter) [inferred]
(forecast,intel,revenue,second-quarter) [inferred]
(earnings,intel,revenue) [inferred]

challenge - Back to HLA

Rival Advanced Micro Devices forecast it would sell $3.5 billion worth of AI chips this year when it reported earnings in January. ...
High Level Abstractions:

(intel,forecast,earnings)
Inferred entity relationships (5)
(forecast,intel,profit) [inferred]
(forecast,intel,market) [inferred]
(forecast,intel,second-quarter) [inferred]
(forecast,intel,revenue) [inferred]
(forecast,intel,revenue,second-quarter) [inferred]

challenge - Back to HLA

Sales at its data center business rose 5% to $3 billion during the period.. . Intel's contract manufacturing business, or foundry, is working to catch up with industry leader TSMC, but profits remain years away ...
High Level Abstractions:

(intel,manufacturing)

challenge - Back to HLA

Rival Advanced Micro Devices forecast it would sell $3.5 billion worth of AI chips this year when it reported earnings in January. Shares of AMD, which also competes against Intel in PC processors, added 2.6% following Intel's report.. ...
High Level Abstractions:

(intel,amd)
Inferred entity relationships (2)
(amd,intel,market,nvidia) [inferred]
(amd,intel,nvidia) [inferred]

challenge - Back to HLA

Nvidia's GPUs dominate the AI market, as large and small companies have sought to acquire tens of billions of dollars worth of them. Surging demand and Nvidia's limited supply of these advanced chips has left Intel and AMD with opportunities to take market share ...
High Level Abstractions:

(chips,nvidia,dollars)
Inferred entity relationships (1)
(chips,dollars,market) [inferred]

challenge - Back to HLA

Nvidia's GPUs dominate the AI market, as large and small companies have sought to acquire tens of billions of dollars worth of them. Surging demand and Nvidia's limited supply of these advanced chips has left Intel and AMD with opportunities to take market share. ...
High Level Abstractions:

(chips,nvidia,amd)
Inferred entity relationships (5)
(chips,nvidia,opportunities) [inferred]
(amd,chips) [inferred]
(chips,nvidia,wedbush) [inferred]
(amd,chips,intel,nvidia) [inferred]
(amd,chips,intel) [inferred]

challenge - Back to HLA

Shares of the Santa Clara, California-based company fell to $32.35 in extended trading, their lowest since August.. . Rival Advanced Micro Devices forecast it would sell $3.5 billion worth of AI chips this year when it reported earnings in January ...
High Level Abstractions:

(chips,company)
(chips,forecast)
(chips,trading)
Inferred entity relationships (3)
(chips,forecast,market) [inferred]
(chips,forecast,intel) [inferred]
(chips,forecast,intel,market) [inferred]

challenge - Back to HLA

Nvidia's GPUs dominate the AI market, as large and small companies have sought to acquire tens of billions of dollars worth of them. Surging demand and Nvidia's limited supply of these advanced chips has left Intel and AMD with opportunities to take market share.. . Intel is optimistic about personal computer sales in the second half of the year because it anticipates a fresh PC upgrade cycle around a new version of Microsoft's Windows operating system ...
High Level Abstractions:

(chips,amd)
Inferred entity relationships (3)
(amd,chips,intel,nvidia) [inferred]
(amd,chips,intel) [inferred]
(amd,chips,nvidia) [inferred]

challenge - Back to HLA

Intel forecast second-quarter revenue and profit below market estimates on Thursday, sending its shares tumbling roughly 8% as it faces weak demand for its traditional data center and PC chips and trails in the surging market for AI components.. . Businesses have prioritized spending on advanced and speedy artificial intelligence server chips, hurting demand for Intel's central processing units (CPUs), which have been the mainstay chip powering data centers for decades ...
High Level Abstractions:

(chips,spending)

challenge - Back to HLA

But the supply of its most advanced PC chips has been limited by a bottleneck in its manufacturing process, executives said in the conference call.. . Intel expects second-quarter revenue of $12.5 billion to $13.5 billion, compared with analysts'average estimate of $13.57 billion, LSEG data showed ...
High Level Abstractions:

(revenue,manufacturing)
(revenue,second-quarter,manufacturing)
Inferred entity relationships (2)
(manufacturing,revenue) [inferred]
(manufacturing,revenue,second-quarter) [inferred]

challenge - Back to HLA

But the supply of its most advanced PC chips has been limited by a bottleneck in its manufacturing process, executives said in the conference call.. . Intel expects second-quarter revenue of $12.5 billion to $13.5 billion, compared with analysts'average estimate of $13.57 billion, LSEG data showed. ...
High Level Abstractions:

(revenue,second-quarter,analysts)

challenge - Back to HLA

Intel's contract manufacturing business, or foundry, is working to catch up with industry leader TSMC, but profits remain years away. Revenue from the foundry business fell 10% in the first quarter. ...
High Level Abstractions:

(revenue,foundry)
(revenue,tsmc)

challenge - Back to HLA

Intel's contract manufacturing business, or foundry, is working to catch up with industry leader TSMC, but profits remain years away ...
High Level Abstractions:

(revenue,manufacturing)
Inferred entity relationships (1)
(manufacturing,revenue,second-quarter) [inferred]

WIP - Back to HLA

Intel is optimistic about personal computer sales in the second half of the year because it anticipates a fresh PC upgrade cycle around a new version of Microsoft's Windows operating system. ...
High Level Abstractions:

(intel,market,upgrade)
(intel,chips,market,microsoft)
(intel,chips,market,upgrade)
(chips,market,upgrade)
(chips,market,operating)
(chips,market,microsoft)
(intel,upgrade)
(intel,chips,microsoft)
(market,microsoft)
(market,upgrade)
(intel,market,operating)
(intel,microsoft,upgrade)
(intel,microsoft,operating)
(intel,market,microsoft)
(intel,chips,upgrade)
(chips,microsoft)
(chips,upgrade)
(intel,chips,market,operating)
Inferred entity relationships (47)
(chips,market,profit) [inferred]
(chips,intel,market,revenue) [inferred]
(intel,market,opportunities) [inferred]
(intel,market,second-quarter) [inferred]
(intel,microsoft,operating) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(chips,market,operating) [inferred]
(intel,microsoft,revenue) [inferred]
(chips,intel,microsoft) [inferred]
(intel,microsoft,stock) [inferred]
(chips,microsoft,nvidia) [inferred]
(chips,intel,second-quarter) [inferred]
(intel,market,race) [inferred]
(intel,market,microsoft) [inferred]
(intel,microsoft,nvidia) [inferred]
(market,upgrade) [inferred]
(chips,intel,market,operating) [inferred]
(intel,market,upgrade) [inferred]
(chips,intel,market,nvidia) [inferred]
(chips,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(chips,market,opportunities) [inferred]
(chips,market,nvidia) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(intel,market,profit) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,microsoft) [inferred]
(intel,market,revenue) [inferred]
(chips,intel,market,upgrade) [inferred]
(market,microsoft) [inferred]
(chips,market,second-quarter) [inferred]
(chips,market,microsoft) [inferred]
(intel,market,operating) [inferred]
(intel,microsoft,race) [inferred]
(chips,market,upgrade) [inferred]
(intel,upgrade) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,stock) [inferred]
(intel,microsoft,upgrade) [inferred]

WIP - Back to HLA

Intel forecast second-quarter revenue and profit below market estimates on Thursday, sending its shares tumbling roughly 8% as it faces weak demand for its traditional data center and PC chips and trails in the surging market for AI components ...
High Level Abstractions:

(chips,market,second-quarter)
(intel,chips,second-quarter)
(intel,chips,market,forecast)
(intel,chips,forecast)
(chips,market,profit)
(chips,market,forecast)
(chips,market,revenue)
(intel,chips,revenue)
(intel,chips,profit)
(intel,chips,market,profit)
(intel,chips,market,second-quarter)
(intel,chips,market,revenue)
Inferred entity relationships (53)
(chips,forecast,market) [inferred]
(chips,market,profit) [inferred]
(chips,intel,market,revenue) [inferred]
(intel,market,opportunities) [inferred]
(intel,market,second-quarter) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(chips,market,operating) [inferred]
(chips,forecast) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,second-quarter) [inferred]
(market,profit) [inferred]
(chips,forecast,intel,market) [inferred]
(intel,market,race) [inferred]
(intel,profit,second-quarter) [inferred]
(intel,market,microsoft) [inferred]
(forecast,intel,market) [inferred]
(chips,forecast,intel) [inferred]
(forecast,intel,profit) [inferred]
(intel,profit,revenue) [inferred]
(chips,intel,market,operating) [inferred]
(intel,market,upgrade) [inferred]
(chips,intel,market,nvidia) [inferred]
(chips,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(market,second-quarter) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(chips,market,opportunities) [inferred]
(chips,market,nvidia) [inferred]
(chips,intel,upgrade) [inferred]
(forecast,intel,second-quarter) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(forecast,intel,revenue,second-quarter) [inferred]
(intel,market,profit) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,market,profit) [inferred]
(market,revenue) [inferred]
(chips,intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(intel,market,revenue) [inferred]
(forecast,intel,revenue) [inferred]
(chips,market,second-quarter) [inferred]
(chips,market,microsoft) [inferred]
(intel,market,operating) [inferred]
(chips,market,upgrade) [inferred]
(market,revenue,second-quarter) [inferred]
(intel,profit,revenue,second-quarter) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,stock) [inferred]

WIP - Back to HLA

Surging demand and Nvidia's limited supply of these advanced chips has left Intel and AMD with opportunities to take market share.. . Intel is optimistic about personal computer sales in the second half of the year because it anticipates a fresh PC upgrade cycle around a new version of Microsoft's Windows operating system ...
High Level Abstractions:

(chips,market,opportunities)
(intel,chips,market,computer)
(intel,market,opportunities)
(intel,chips,amd)
(intel,amd)
(intel,chips,market,opportunities)
Inferred entity relationships (41)
(chips,market,profit) [inferred]
(chips,intel,market,revenue) [inferred]
(intel,market,opportunities) [inferred]
(chips,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(intel,market,second-quarter) [inferred]
(chips,intel,market,opportunities) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(chips,market,nvidia) [inferred]
(chips,intel,upgrade) [inferred]
(amd,chips) [inferred]
(chips,market,operating) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(intel,market,profit) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(amd,chips,nvidia) [inferred]
(chips,intel,market,microsoft) [inferred]
(intel,market,race) [inferred]
(intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(intel,market,revenue) [inferred]
(amd,intel,market,nvidia) [inferred]
(chips,market,second-quarter) [inferred]
(chips,market,microsoft) [inferred]
(intel,market,operating) [inferred]
(chips,market,upgrade) [inferred]
(amd,chips,intel,nvidia) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(amd,intel,nvidia) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,upgrade) [inferred]
(chips,intel,market,nvidia) [inferred]
(intel,market,stock) [inferred]

WIP - Back to HLA

Surging demand and Nvidia's limited supply of these advanced chips has left Intel and AMD with opportunities to take market share. ...
High Level Abstractions:

(market,nvidia,opportunities)
(intel,chips,market,nvidia)
(intel,market,nvidia,opportunities)
(chips,market,nvidia)
(intel,chips,nvidia,opportunities)
(chips,nvidia,opportunities)
(intel,chips,nvidia,amd)
(intel,market,nvidia,amd)
(intel,nvidia,amd)
(intel,nvidia,opportunities)
Inferred entity relationships (48)
(chips,market,profit) [inferred]
(chips,intel,market,revenue) [inferred]
(intel,market,opportunities) [inferred]
(intel,market,second-quarter) [inferred]
(intel,nvidia,opportunities) [inferred]
(amd,chips,intel) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(chips,market,operating) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,second-quarter) [inferred]
(amd,chips,nvidia) [inferred]
(intel,market,race) [inferred]
(intel,market,microsoft) [inferred]
(amd,intel,market,nvidia) [inferred]
(amd,intel) [inferred]
(chips,intel,market,operating) [inferred]
(amd,intel,nvidia) [inferred]
(intel,market,upgrade) [inferred]
(market,nvidia,opportunities) [inferred]
(chips,intel,market,nvidia) [inferred]
(chips,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(market,nvidia,spending) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(chips,market,opportunities) [inferred]
(chips,intel,upgrade) [inferred]
(amd,chips) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,nvidia,wedbush) [inferred]
(chips,intel,software) [inferred]
(intel,market,profit) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(intel,market,revenue) [inferred]
(chips,market,second-quarter) [inferred]
(chips,market,microsoft) [inferred]
(intel,market,operating) [inferred]
(chips,market,upgrade) [inferred]
(market,nvidia,software) [inferred]
(intel,nvidia,revenue) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,stock) [inferred]

WIP - Back to HLA

Helped by its software, Nvidia dominates the market for AI chips with its powerful graphics processing units (GPUs), and commanded roughly 80% share last year ...
High Level Abstractions:

(intel,chips,software)
(intel,chips,market,nvidia)
Inferred entity relationships (33)
(chips,intel,market,revenue) [inferred]
(intel,market,opportunities) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(intel,market,second-quarter) [inferred]
(market,nvidia,spending) [inferred]
(intel,software) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(intel,market,profit) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,microsoft) [inferred]
(intel,market,race) [inferred]
(intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(intel,market,revenue) [inferred]
(intel,market,operating) [inferred]
(market,nvidia,software) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,upgrade) [inferred]
(intel,market,stock) [inferred]
(market,nvidia,opportunities) [inferred]
(chips,intel,market,nvidia) [inferred]

WIP - Back to HLA

Intel forecast second-quarter revenue and profit below market estimates on Thursday, sending its shares tumbling roughly 8% as it faces weak demand for its traditional data center and PC chips and trails in the surging market for AI components. ...
High Level Abstractions:

(chips,forecast)
(revenue,second-quarter,chips)
(chips,revenue)
(intel,second-quarter,revenue,chips)
Inferred entity relationships (22)
(chips,forecast,market) [inferred]
(chips,intel,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(chips,revenue) [inferred]
(chips,intel,upgrade) [inferred]
(chips,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,forecast,intel,market) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(chips,forecast,intel) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(chips,intel,market,nvidia) [inferred]

WIP - Back to HLA

In addition to deploying Nvidia's AI chips, Microsoft and Alphabet's Google design in-house chips for their data centers. ...
High Level Abstractions:

(intel,chips,nvidia,microsoft)
(revenue,nvidia)
(intel,nvidia,in-house)
(intel,nvidia,microsoft)
(intel,revenue,nvidia)
(intel,chips,nvidia,in-house)
Inferred entity relationships (30)
(chips,intel,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(intel,nvidia,opportunities) [inferred]
(intel,microsoft,operating) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(intel,microsoft,revenue) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(intel,microsoft,stock) [inferred]
(in-house,intel,revenue) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,microsoft) [inferred]
(intel,microsoft,nvidia) [inferred]
(chips,in-house,nvidia) [inferred]
(chips,intel,market,upgrade) [inferred]
(intel,microsoft,race) [inferred]
(in-house,intel,nvidia) [inferred]
(intel,nvidia,revenue) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(nvidia,revenue) [inferred]
(chips,intel,market,nvidia) [inferred]
(intel,microsoft,upgrade) [inferred]
(in-house,intel,microsoft) [inferred]

WIP - Back to HLA

. Businesses have prioritized spending on advanced and speedy artificial intelligence server chips, hurting demand for Intel's central processing units (CPUs), which have been the mainstay chip powering data centers for decades ...
High Level Abstractions:

(intel,chips,spending)
Inferred entity relationships (17)
(chips,intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(chips,intel,market,revenue) [inferred]
(chips,intel,market,opportunities) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,software) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,nvidia) [inferred]

WIP - Back to HLA

The company also expects software vendors launching next generation products to help lift demand for PCs and Intel's chips, Gelsinger said. ...
High Level Abstractions:

(intel,chips,software)
(chips,company)
(intel,software)
Inferred entity relationships (18)
(chips,intel,market,microsoft) [inferred]
(chips,intel,market,upgrade) [inferred]
(chips,intel,market,revenue) [inferred]
(chips,intel,spending) [inferred]
(chips,intel,market,opportunities) [inferred]
(intel,software) [inferred]
(chips,intel,nvidia,opportunities) [inferred]
(chips,intel,upgrade) [inferred]
(chips,intel,revenue,second-quarter) [inferred]
(chips,intel,microsoft) [inferred]
(chips,intel,market,second-quarter) [inferred]
(chips,intel,market,operating) [inferred]
(chips,intel,revenue) [inferred]
(chips,intel,microsoft,nvidia) [inferred]
(chips,intel,profit) [inferred]
(chips,intel,second-quarter) [inferred]
(chips,intel,market,profit) [inferred]
(chips,intel,market,nvidia) [inferred]

WIP - Back to HLA

Nvidia's GPUs dominate the AI market, as large and small companies have sought to acquire tens of billions of dollars worth of them. ...
High Level Abstractions:

(intel,nvidia,dollars)
(chips,market,dollars)
(market,nvidia,dollars)
(intel,market,nvidia,dollars)
Inferred entity relationships (20)
(intel,market,opportunities) [inferred]
(intel,market,second-quarter) [inferred]
(market,nvidia,spending) [inferred]
(intel,nvidia,opportunities) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(intel,market,profit) [inferred]
(intel,market,race) [inferred]
(intel,market,microsoft) [inferred]
(intel,market,revenue) [inferred]
(dollars,intel,nvidia) [inferred]
(chips,dollars,nvidia) [inferred]
(intel,market,operating) [inferred]
(dollars,intel,market,nvidia) [inferred]
(dollars,market,nvidia) [inferred]
(market,nvidia,software) [inferred]
(intel,nvidia,revenue) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,upgrade) [inferred]
(intel,market,stock) [inferred]
(market,nvidia,opportunities) [inferred]

WIP - Back to HLA

While Intel lost $11 billion in stock market value following its results late on Thursday, Nvidia's value grew by $40 billion, lifted by strong results from Microsoft and Alphabet as the two cloud heavyweights race to expand their AI product lineups. ...
High Level Abstractions:

(intel,microsoft,race)
(market,race)
(intel,market,microsoft)
(intel,microsoft,lineups)
(market,microsoft)
(intel,market,race)
Inferred entity relationships (18)
(intel,market,opportunities) [inferred]
(intel,market,second-quarter) [inferred]
(intel,microsoft,operating) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(market,race) [inferred]
(intel,microsoft,revenue) [inferred]
(intel,market,profit) [inferred]
(intel,microsoft,stock) [inferred]
(intel,market,race) [inferred]
(intel,market,microsoft) [inferred]
(intel,microsoft,nvidia) [inferred]
(intel,market,revenue) [inferred]
(market,microsoft) [inferred]
(intel,market,operating) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,upgrade) [inferred]
(intel,market,stock) [inferred]
(intel,microsoft,upgrade) [inferred]

WIP - Back to HLA

. While Intel lost $11 billion in stock market value following its results late on Thursday, Nvidia's value grew by $40 billion, lifted by strong results from Microsoft and Alphabet as the two cloud heavyweights race to expand their AI product lineups ...
High Level Abstractions:

(market,stock)
(intel,market,stock)
Inferred entity relationships (11)
(intel,market,race) [inferred]
(intel,market,microsoft) [inferred]
(intel,market,revenue) [inferred]
(intel,market,opportunities) [inferred]
(intel,market,operating) [inferred]
(intel,market,second-quarter) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(intel,market,profit) [inferred]
(market,stock) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,upgrade) [inferred]

WIP - Back to HLA

Intel forecast misses estimates; shares tumble. . . Intel forecast second-quarter revenue and profit below market estimates on Thursday, sending its shares tumbling roughly 8% as it faces weak demand for its traditional data center and PC chips and trails in the surging market for AI components ...
High Level Abstractions:

(revenue,profit)
(intel,forecast,market)
(intel,revenue,profit)
(intel,market,profit)
(intel,revenue,forecast)
(intel,second-quarter,forecast)
(intel,market,second-quarter)
(intel,market,revenue)
(market,second-quarter)
(intel,forecast,profit)
(revenue,second-quarter,profit)
(intel,second-quarter,profit)
(intel,second-quarter,revenue,market)
(intel,second-quarter,revenue,forecast)
(revenue,second-quarter,market)
(intel,second-quarter,revenue,profit)
(market,revenue)
(market,profit)
(revenue,forecast)
(revenue,second-quarter,forecast)
Inferred entity relationships (27)
(intel,market,opportunities) [inferred]
(intel,market,second-quarter) [inferred]
(market,second-quarter) [inferred]
(intel,market,revenue,second-quarter) [inferred]
(forecast,intel,second-quarter) [inferred]
(forecast,revenue,second-quarter) [inferred]
(forecast,intel,revenue,second-quarter) [inferred]
(intel,market,profit) [inferred]
(profit,revenue,second-quarter) [inferred]
(forecast,revenue) [inferred]
(market,revenue) [inferred]
(market,profit) [inferred]
(intel,market,race) [inferred]
(intel,profit,second-quarter) [inferred]
(intel,market,microsoft) [inferred]
(intel,market,revenue) [inferred]
(forecast,intel,market) [inferred]
(forecast,intel,revenue) [inferred]
(intel,market,operating) [inferred]
(forecast,intel,profit) [inferred]
(market,revenue,second-quarter) [inferred]
(intel,profit,revenue) [inferred]
(intel,profit,revenue,second-quarter) [inferred]
(profit,revenue) [inferred]
(intel,market,nvidia,opportunities) [inferred]
(intel,market,upgrade) [inferred]
(intel,market,stock) [inferred]

WIP - Back to HLA

Intel expects second-quarter revenue of $12.5 billion to $13.5 billion, compared with analysts'average estimate of $13.57 billion, LSEG data showed. ...
High Level Abstractions:

(intel,revenue,lseg)
(intel,second-quarter,revenue,lseg)
(revenue,second-quarter,lseg)
(intel,second-quarter,lseg)
Inferred entity relationships (4)
(intel,lseg,revenue) [inferred]
(lseg,revenue,second-quarter) [inferred]
(intel,lseg,second-quarter) [inferred]
(intel,lseg,revenue,second-quarter) [inferred]

WIP - Back to HLA

. Intel expects second-quarter revenue of $12.5 billion to $13.5 billion, compared with analysts'average estimate of $13.57 billion, LSEG data showed. ...
High Level Abstractions:

(intel,second-quarter,analysts)
(intel,second-quarter,revenue,analysts)
Inferred entity relationships (2)
(analysts,intel,revenue,second-quarter) [inferred]
(analysts,intel,second-quarter) [inferred]

WIP - Back to HLA

While Intel lost $11 billion in stock market value following its results late on Thursday, Nvidia's value grew by $40 billion, lifted by strong results from Microsoft and Alphabet as the two cloud heavyweights race to expand their AI product lineups ...
High Level Abstractions:

(intel,microsoft,stock)
Inferred entity relationships (5)
(intel,microsoft,nvidia) [inferred]
(intel,microsoft,revenue) [inferred]
(intel,microsoft,race) [inferred]
(intel,microsoft,operating) [inferred]
(intel,microsoft,upgrade) [inferred]

WIP - Back to HLA

Helped by its software, Nvidia dominates the market for AI chips with its powerful graphics processing units (GPUs), and commanded roughly 80% share last year. ...
High Level Abstractions:

(intel,software)
(market,nvidia,commanded)
Inferred entity relationships (3)
(market,nvidia,software) [inferred]
(market,nvidia,spending) [inferred]
(market,nvidia,opportunities) [inferred]

WIP - Back to HLA

The company also expects software vendors launching next generation products to help lift demand for PCs and Intel's chips, Gelsinger said.. . But the supply of its most advanced PC chips has been limited by a bottleneck in its manufacturing process, executives said in the conference call. ...
High Level Abstractions:

(intel,manufacturing)

WIP - Back to HLA

. Helped by its software, Nvidia dominates the market for AI chips with its powerful graphics processing units (GPUs), and commanded roughly 80% share last year ...
High Level Abstractions:

(chips,market,nvidia)
Inferred entity relationships (10)
(market,nvidia,software) [inferred]
(chips,market,operating) [inferred]
(chips,market,profit) [inferred]
(chips,market,revenue) [inferred]
(chips,market,second-quarter) [inferred]
(chips,market,microsoft) [inferred]
(market,nvidia,spending) [inferred]
(chips,market,upgrade) [inferred]
(chips,market,opportunities) [inferred]
(market,nvidia,opportunities) [inferred]

WIP - Back to HLA

So I think when you get quarters where they don't execute and they promise more at a future point, that there's some skepticism around their ability to deliver," said Matthew Bryson, an analyst at Wedbush.. . In addition to deploying Nvidia's AI chips, Microsoft and Alphabet's Google design in-house chips for their data centers ...
High Level Abstractions:

(chips,nvidia,wedbush)
(chips,nvidia,matthew_bryson)
(chips,nvidia,analyst)
Inferred entity relationships (2)
(chips,nvidia,opportunities) [inferred]
(chips,nvidia,wedbush) [inferred]

WIP - Back to HLA

So I think when you get quarters where they don't execute and they promise more at a future point, that there's some skepticism around their ability to deliver," said Matthew Bryson, an analyst at Wedbush.. . In addition to deploying Nvidia's AI chips, Microsoft and Alphabet's Google design in-house chips for their data centers. ...
High Level Abstractions:

(chips,nvidia,microsoft)
(chips,nvidia,in-house)
(chips,wedbush)
Inferred entity relationships (2)
(chips,in-house,intel,nvidia) [inferred]
(chips,microsoft) [inferred]

WIP - Back to HLA

So I think when you get quarters where they don't execute and they promise more at a future point, that there's some skepticism around their ability to deliver," said Matthew Bryson, an analyst at Wedbush.. . In addition to deploying Nvidia's AI chips, Microsoft and Alphabet's Google design in-house chips for their data centers.. . Intel's Gaudi AI chips are likely to achieve more than $500 million in revenue this year, CEO Pat Gelsinger said in an interview ...
High Level Abstractions:

(chips,microsoft)
Inferred entity relationships (1)
(chips,microsoft,nvidia) [inferred]

WIP - Back to HLA

Businesses have prioritized spending on advanced and speedy artificial intelligence server chips, hurting demand for Intel's central processing units (CPUs), which have been the mainstay chip powering data centers for decades. ...
High Level Abstractions:

(market,spending)
(market,nvidia,intelligence)
(market,nvidia,chip)
(market,nvidia,spending)
(market,nvidia,artificial)
(market,nvidia,central)
Inferred entity relationships (3)
(market,nvidia,software) [inferred]
(market,nvidia,spending) [inferred]
(market,nvidia,opportunities) [inferred]

WIP - Back to HLA

Businesses have prioritized spending on advanced and speedy artificial intelligence server chips, hurting demand for Intel's central processing units (CPUs), which have been the mainstay chip powering data centers for decades.. . Helped by its software, Nvidia dominates the market for AI chips with its powerful graphics processing units (GPUs), and commanded roughly 80% share last year ...
High Level Abstractions:

(market,nvidia,software)
(market,software)
Inferred entity relationships (2)
(market,nvidia,spending) [inferred]
(market,nvidia,opportunities) [inferred]

WIP - Back to HLA

But the supply of its most advanced PC chips has been limited by a bottleneck in its manufacturing process, executives said in the conference call. ...
High Level Abstractions:

(revenue,second-quarter,chips)
Inferred entity relationships (1)
(chips,revenue) [inferred]

WIP - Back to HLA

. During the conference call on Thursday, Intel executives said its foundry business would see quarter-over-quarter improvement until 2030. ...
High Level Abstractions:

(revenue,foundry)

WIP - Back to HLA

Intel launched its third generation Gaudi 3 processor in April in an effort to better compete with Nvidia. ...
High Level Abstractions:

(revenue,nvidia)

WIP - Back to HLA

Revenue from the foundry business fell 10% in the first quarter.. . During the conference call on Thursday, Intel executives said its foundry business would see quarter-over-quarter improvement until 2030. ...
High Level Abstractions:

(revenue,quarter-over-quarter)

Semantics Relevance

Intel forecast misses estimates; shares tumble