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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 says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. ...

It's a boom that was kicked off by OpenAI and its ChatGPT chatbot, and Microsoft has followed suit, adding assistants to the Teams communication app, Bing search engine, and other services. ...

No momentum supporting factor found

Challenge supporting factors

(company,earnings,cfo_amy_hood)

(microsoft,rent)

(microsoft,models)

(microsoft,inference)

(capital,cfo_amy_hood)

(company,cfo_amy_hood)

(company,capital)

(company,earnings,capital)

(capital,services)

(company,earnings,services)

(company,services)

(company,earnings,human-like)

(company,human-like)

(company,earnings,generative)

(company,generative)

Work-in-progress supporting factors

(microsoft,services)

(microsoft,cloud,spending)

(microsoft,spending)

(microsoft,cloud,services)

(microsoft,cloud,revenue)

(microsoft,revenue)

(microsoft,cloud,intelligence)

(microsoft,intelligence)

(microsoft,cloud,hardware)

(microsoft,cloud,earnings)

(microsoft,cloud,consumption-based)

(microsoft,cloud,company)

(microsoft,cloud,challenge)

(microsoft,cloud,cfo_amy_hood)

(microsoft,cloud,capital)

Time Period	Challenge	Momentum	WIP
Report	42.79	0.00	57.21

High Level Abstraction (HLA) combined

High Level Abstraction (HLA)	Report
(1) (microsoft,services)	100.00
(2) (company,earnings,cfo_amy_hood)	77.15
(3) (company,earnings,capital)	63.67
(4) (microsoft,cloud,spending)	58.05
(5) (microsoft,spending)	57.30
(6) (microsoft,cloud,services)	56.55
(7) (microsoft,cloud,revenue)	55.06
(8) (microsoft,revenue)	53.56
(9) (microsoft,cloud,intelligence)	53.18
(10) (microsoft,intelligence)	52.43
(11) (microsoft,cloud,hardware)	52.06
(12) (microsoft,cloud,earnings)	51.31
(13) (microsoft,cloud,consumption-based)	50.94
(14) (microsoft,cloud,company)	50.19
(15) (microsoft,cloud,challenge)	49.44
(16) (microsoft,cloud,cfo_amy_hood)	47.94
(17) (microsoft,cloud,capital)	46.07
(18) (microsoft,web)	44.19
(19) (microsoft,rent)	43.82
(20) (microsoft,openai)	43.45
(21) (microsoft,models)	43.07
(22) (microsoft,inference)	42.70
(23) (microsoft,human-like)	42.32
(24) (microsoft,hardware)	41.95
(25) (capital,cfo_amy_hood)	41.57
(26) (company,cfo_amy_hood)	41.20
(27) (company,capital)	40.45
(28) (capital,services)	27.72
(29) (capital,microsoft)	27.72
(30) (company,earnings,services)	25.47
(31) (company,services)	25.09
(32) (company,earnings,microsoft)	22.85
(33) (company,microsoft)	22.10
(34) (capital,intelligence)	21.72
(35) (company,earnings,intelligence)	20.22
(36) (company,intelligence)	19.10
(37) (company,earnings,human-like)	17.98
(38) (company,human-like)	16.48
(39) (company,earnings,generative)	15.73
(40) (company,generative)	13.86
(41) (company,earnings,ever-increasing)	13.48
(42) (company,ever-increasing)	11.24
(43) (capital,consumption-based)	10.86
(44) (capital,cloud)	10.86
(45) (company,earnings,consumption-based)	10.49
(46) (company,earnings,compute)	10.11
(47) (company,earnings,cloud)	8.99
(48) (capital,spending)	7.12
(49) (company,spending)	5.24
(50) (capital,revenue)	4.87
(51) (capital,increasing)	4.87
(52) (company,revenue)	4.49
(53) (company,increasing)	4.12
(54) (capital,earnings)	3.37
(55) (capital,artificial)	0.37

Supporting narratives:

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

challenge - Back to HLA

Hood said that the capacity issue might have affected AI results and will have an impact in the fiscal fourth quarter. A supply limitation means Microsoft has less available capacity to rent out to clients for deploying AI models at the inference stage, she said. ...
High Level Abstractions:

(microsoft,rent)

challenge - Back to HLA

A supply limitation means Microsoft has less available capacity to rent out to clients for deploying AI models at the inference stage, she said. ...
High Level Abstractions:

(microsoft,inference)
(microsoft,models)

challenge - Back to HLA

; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. The company will again materially bump up capital expenditures in the current quarter, she said ...
High Level Abstractions:

(company,cfo_amy_hood)
(company,earnings,cloud)
(capital,cfo_amy_hood)
(capital,services)
(company,earnings,services)
(company,earnings,cfo_amy_hood)
(capital,earnings)
(capital,cloud)
(company,services)
Inferred entity relationships (10)
(cloud,company,microsoft) [inferred]
(cfo_amy_hood,company,earnings) [inferred]
(cfo_amy_hood,company) [inferred]
(company,earnings,services) [inferred]
(company,earnings,microsoft) [inferred]
(company,earnings,generative) [inferred]
(company,earnings,intelligence) [inferred]
(company,earnings,human-like) [inferred]
(capital,cloud,microsoft) [inferred]
(company,earnings,ever-increasing) [inferred]

challenge - Back to HLA

'We do have demand that exceeds our supply by a bit,'Microsoft CFO Amy Hood told analysts on the company's earnings call. Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products ...
High Level Abstractions:

(company,earnings,cfo_amy_hood)
(company,ever-increasing)
(company,earnings,ever-increasing)
Inferred entity relationships (7)
(company,earnings,intelligence) [inferred]
(cfo_amy_hood,company) [inferred]
(company,earnings,human-like) [inferred]
(company,earnings,services) [inferred]
(company,earnings,ever-increasing) [inferred]
(company,earnings,microsoft) [inferred]
(company,earnings,generative) [inferred]

challenge - Back to HLA

; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. The company will again materially bump up capital expenditures in the current quarter, she said. ...
High Level Abstractions:

(company,capital)
(company,earnings,capital)
Inferred entity relationships (8)
(company,earnings,intelligence) [inferred]
(company,earnings,human-like) [inferred]
(capital,company,earnings) [inferred]
(company,earnings,services) [inferred]
(company,earnings,ever-increasing) [inferred]
(company,earnings,microsoft) [inferred]
(capital,company) [inferred]
(company,earnings,generative) [inferred]

challenge - Back to HLA

'We do have demand that exceeds our supply by a bit,'Microsoft CFO Amy Hood told analysts on the company's earnings call. Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products. ...
High Level Abstractions:

(company,earnings,human-like)
(company,human-like)
(company,earnings,compute)
(company,earnings,generative)
(company,generative)
Inferred entity relationships (6)
(company,earnings,intelligence) [inferred]
(company,earnings,human-like) [inferred]
(company,earnings,services) [inferred]
(company,earnings,ever-increasing) [inferred]
(company,earnings,microsoft) [inferred]
(company,earnings,generative) [inferred]

WIP - Back to HLA

Microsoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call ...
High Level Abstractions:

(microsoft,cloud,intelligence)
(microsoft,cloud,spending)
(microsoft,spending)
(microsoft,cloud,consumption-based)
(microsoft,intelligence)
Inferred entity relationships (4)
(microsoft,spending) [inferred]
(cloud,microsoft,revenue) [inferred]
(intelligence,microsoft) [inferred]
(cloud,microsoft,services) [inferred]

WIP - Back to HLA

Microsoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. ...
High Level Abstractions:

(microsoft,services)
(microsoft,cloud,services)
Inferred entity relationships (3)
(cloud,microsoft,spending) [inferred]
(cloud,microsoft,revenue) [inferred]
(microsoft,services) [inferred]

WIP - Back to HLA

Microsoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI. ...
High Level Abstractions:

(microsoft,cloud,revenue)
(microsoft,revenue)
Inferred entity relationships (3)
(cloud,microsoft,spending) [inferred]
(microsoft,revenue) [inferred]
(cloud,microsoft,services) [inferred]

WIP - Back to HLA

Microsoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI ...
High Level Abstractions:

(microsoft,cloud,hardware)
(microsoft,cloud,challenge)
Inferred entity relationships (4)
(hardware,microsoft) [inferred]
(cloud,microsoft,spending) [inferred]
(cloud,microsoft,revenue) [inferred]
(cloud,microsoft,services) [inferred]

WIP - Back to HLA

; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. ...
High Level Abstractions:

(microsoft,cloud,cfo_amy_hood)
(microsoft,cloud,company)
(microsoft,cloud,earnings)
Inferred entity relationships (5)
(cloud,microsoft,spending) [inferred]
(cloud,microsoft,revenue) [inferred]
(cloud,company,earnings) [inferred]
(company,microsoft) [inferred]
(cloud,microsoft,services) [inferred]

WIP - Back to HLA

And she called for higher capital expenditures in the new fiscal year, beginning July 1. Microsoft intends 'to scale to meet the growing demand signal for our cloud and AI products,'she said ...
High Level Abstractions:

(microsoft,cloud,capital)
(capital,microsoft)
Inferred entity relationships (4)
(cloud,microsoft,spending) [inferred]
(cloud,microsoft,revenue) [inferred]
(capital,cloud) [inferred]
(cloud,microsoft,services) [inferred]

WIP - Back to HLA

It's a boom that was kicked off by OpenAI and its ChatGPT chatbot, and Microsoft has followed suit, adding assistants to the Teams communication app, Bing search engine, and other services. ...
High Level Abstractions:

(microsoft,services)

WIP - Back to HLA

The technology can summarize meeting transcripts, compose emails and explain information from the web. Microsoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI ...
High Level Abstractions:

(microsoft,web)
(microsoft,hardware)

WIP - Back to HLA

Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products. It's a boom that was kicked off by OpenAI and its ChatGPT chatbot, and Microsoft has followed suit, adding assistants to the Teams communication app, Bing search engine, and other services ...
High Level Abstractions:

(microsoft,openai)
(microsoft,human-like)

WIP - Back to HLA

In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. ...
High Level Abstractions:

(company,earnings,capital)
Inferred entity relationships (7)
(company,earnings,intelligence) [inferred]
(company,earnings,human-like) [inferred]
(company,earnings,services) [inferred]
(company,earnings,ever-increasing) [inferred]
(company,earnings,microsoft) [inferred]
(capital,company) [inferred]
(company,earnings,generative) [inferred]

WIP - Back to HLA

; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call ...
High Level Abstractions:

(capital,intelligence)
(company,earnings,intelligence)
(company,microsoft)
(company,earnings,consumption-based)
(capital,microsoft)
(capital,artificial)
(company,earnings,microsoft)
(capital,consumption-based)
(company,intelligence)
Inferred entity relationships (6)
(company,earnings,services) [inferred]
(company,earnings,microsoft) [inferred]
(company,earnings,generative) [inferred]
(company,earnings,intelligence) [inferred]
(company,earnings,human-like) [inferred]
(company,earnings,ever-increasing) [inferred]

WIP - Back to HLA

In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. The company is spending much faster than it's increasing revenue - sales climbed 17% in the period ...
High Level Abstractions:

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

WIP - Back to HLA

In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. The company is spending much faster than it's increasing revenue - sales climbed 17% in the period. ...
High Level Abstractions:

(company,revenue)
(capital,revenue)
(company,spending)
(company,increasing)

WIP - Back to HLA

is increasing spending at a rate not seen since at least 2016. It still might not be enough. In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion ...
High Level Abstractions:

(capital,spending)
(capital,increasing)
(capital,earnings)

WIP - Back to HLA

The company is spending much faster than it's increasing revenue - sales climbed 17% in the period. ...
High Level Abstractions:

(capital,spending)
(capital,increasing)

WIP - Back to HLA

And she called for higher capital expenditures in the new fiscal year, beginning July 1. Microsoft intends 'to scale to meet the growing demand signal for our cloud and AI products,'she said. ...
High Level Abstractions:

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

Semantics Relevance

Microsoft says cloud AI demand exceeds supply despite spending surge