Context Graph Demo
NVIDIA Corporation — Cross-Source Intelligence

Six Documents. Five Source Types. Zero Connection.

A fund covers NVIDIA. Each system uses a different name.

Internal Notes
"NVDA"
Broker Portal
"NVIDIA Corp"
Expert Calls
"Nvidia"
Filings
"NVIDIA Corporation"
Portfolio
"NVDA US Equity"
Financial Data
"NVIDIA Corp"

Same company. Six names. No system connects them.

The Brain After 6 Documents

Everything below was built automatically at ingestion. No analyst configured it.

11
Entities Resolved
12
Name Variants Mapped
5
Source Types Connected
3
Conflicts Detected
2
Entities Discovered
1
Superseded Version

Six months later, the analyst leaves. A new analyst joins.

Day 1: they query "NVIDIA thesis." Pascal returns the Unified Thesis State — 3 active conflicts, the Broadcom competitive signal from a packaging exec, temporal versioning across analyst notes. Every connection the previous analyst built over months is inherited instantly.

The data layer compounds today. The memory layer is next. Together, that's institutional memory that doesn't walk out the door.

Unified Thesis State

NVIDIA Corporation — synthesized from 6 sources, 3 months of data

BULLISH Latest signal: Internal Analyst Note, Mar 25 2026

KEY METRICS — CONFLICT ANALYSIS

MetricInternal AnalystBroker (MS)Expert (Amkor)Consensus
Gross Margin71-72%73%—Q1: 72.8%
Blackwell Ramp"Margin pressure""Faster than expected"30-40% above Street—
Revenue (Q2 FY27)$44B$45.2B—$45.0B
Data Center Mix88%———

THESIS PILLARS

CONFIRMED
AI Capex Cycle Duration
Management: "$250B+ data center buildout." Expert (packaging): Blackwell orders 30-40% above Street. SK Hynix HBM fully allocated.
CONFIRMED
Data Center Mix Shift
Analyst: data center 88% of revenue. Consistent with Q4 trajectory.
NO NEW SIGNAL
CUDA Ecosystem Moat
No recent data. Last signal: GTC developer metrics (not in ingested docs).
CHALLENGED
Competitive Position
Expert (packaging, single source): Broadcom winning custom ASIC deals from hyperscalers. Analyst + broker focus on AMD.

Query: "What are the latest thesis points on NVIDIA?"

Timestamp-based retrieval — Pascal identifies the most recent signal from each source type

QUERY DECOMPOSITION

1
resolve_user_context
"NVIDIA" → canonical entity. Resolves across all name variants (NVDA, NVIDIA Corp, Nvidia).
2
plan_search(analyst_notes, latest=true)
Two analyst notes exist (Feb 15, Mar 25). Timestamp selects Mar 25. Feb 15 is superseded.
3
plan_search(broker_reports, latest=true)
Latest broker report: Morgan Stanley, Apr 10. Single version.
4
plan_search(expert_call, latest=true)
Latest: Apr 15 (former Amkor VP). Blackwell order data + Broadcom insight — neither in sell-side research.
5
search_public_filings + query_financial_data
Q4 FY26 earnings (Feb 20) + current consensus from Visible Alpha.