{
  "schema_version": "0.2.0",
  "seed_version": "0.1.0",
  "mode": "seed",
  "market": "us",
  "title": "US cloud and compute seed",
  "scope": "Microsoft, Amazon and NVIDIA; cloud platforms, compute products and infrastructure questions. Not a complete supplier graph or US equity dataset.",
  "reviewed_at": "2026-09-11",
  "license": "MIT — original topology and summaries only; linked sources retain their own terms",
  "limitations": [
    "Structural research starting point; no current prices, financial statements or live alerts.",
    "Source review date is not an observation date or proof of current relationship validity.",
    "Documented means supported by the cited source in its stated context, not independently audited or predictive.",
    "Hypotheses require additional evidence; they must not be promoted automatically."
  ],
  "nodes": [
    {
      "id": "us:MSFT",
      "label": "Microsoft",
      "type": "company",
      "source_ids": [
        "ms"
      ],
      "research_question": "What has changed in Microsoft, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:AMZN",
      "label": "Amazon",
      "type": "company",
      "source_ids": [
        "amzn"
      ],
      "research_question": "What has changed in Amazon, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:NVDA",
      "label": "NVIDIA",
      "type": "company",
      "source_ids": [
        "nvda"
      ],
      "research_question": "What has changed in NVIDIA, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:azure",
      "label": "Azure",
      "type": "business",
      "source_ids": [
        "ms"
      ],
      "research_question": "What has changed in Azure, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:aws",
      "label": "Amazon Web Services",
      "type": "business",
      "source_ids": [
        "amzn"
      ],
      "research_question": "What has changed in Amazon Web Services, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:data-center",
      "label": "NVIDIA data-center products",
      "type": "business",
      "source_ids": [
        "nvda"
      ],
      "research_question": "What has changed in NVIDIA data-center products, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:gaming",
      "label": "NVIDIA gaming products",
      "type": "business",
      "source_ids": [
        "nvda"
      ],
      "research_question": "What has changed in NVIDIA gaming products, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:cloud-demand",
      "label": "Cloud consumption",
      "type": "driver",
      "source_ids": [
        "ms",
        "amzn"
      ],
      "research_question": "What has changed in Cloud consumption, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:infrastructure",
      "label": "Datacenter infrastructure investment",
      "type": "driver",
      "source_ids": [
        "ms",
        "amzn"
      ],
      "research_question": "What has changed in Datacenter infrastructure investment, and what evidence supports the change?",
      "observations": []
    },
    {
      "id": "us:ai-demand",
      "label": "AI workload demand",
      "type": "driver",
      "source_ids": [
        "ms",
        "nvda"
      ],
      "research_question": "What has changed in AI workload demand, and what evidence supports the change?",
      "observations": []
    }
  ],
  "edges": [
    {
      "from": "us:MSFT",
      "to": "us:azure",
      "relation": "provides",
      "mechanism": "Microsoft describes Azure as its cloud-services platform.",
      "status": "documented",
      "source_ids": [
        "ms"
      ],
      "research_question": "What do the latest disclosures say about Azure consumption?",
      "id": "us:edge-01",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:AMZN",
      "to": "us:aws",
      "relation": "operates",
      "mechanism": "Amazon reports AWS as its cloud business.",
      "status": "documented",
      "source_ids": [
        "amzn"
      ],
      "research_question": "How have AWS results and disclosures changed?",
      "id": "us:edge-02",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:NVDA",
      "to": "us:data-center",
      "relation": "provides",
      "mechanism": "NVIDIA describes data-center accelerated computing products.",
      "status": "documented",
      "source_ids": [
        "nvda"
      ],
      "research_question": "What changes in products and demand are actually disclosed?",
      "id": "us:edge-03",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:NVDA",
      "to": "us:gaming",
      "relation": "provides",
      "mechanism": "NVIDIA describes a gaming products business.",
      "status": "documented",
      "source_ids": [
        "nvda"
      ],
      "research_question": "How does gaming demand differ from the data-center cycle?",
      "id": "us:edge-04",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:cloud-demand",
      "to": "us:azure",
      "relation": "revenue_driver",
      "mechanism": "Microsoft describes Azure consumption as a revenue driver.",
      "status": "documented",
      "source_ids": [
        "ms"
      ],
      "research_question": "Is growth consumption-driven or affected by other factors?",
      "id": "us:edge-05",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:cloud-demand",
      "to": "us:aws",
      "relation": "may_affect",
      "mechanism": "Broader cloud demand may influence AWS, but share and pricing must be checked.",
      "status": "hypothesis",
      "source_ids": [
        "amzn"
      ],
      "research_question": "Does AWS-specific evidence support the sector demand thesis?",
      "id": "us:edge-06",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:MSFT",
      "to": "us:infrastructure",
      "relation": "invests_in",
      "mechanism": "Microsoft describes investment in datacenter infrastructure.",
      "status": "documented",
      "source_ids": [
        "ms"
      ],
      "research_question": "What are the latest capital spending, capacity and utilization disclosures?",
      "id": "us:edge-07",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:AMZN",
      "to": "us:infrastructure",
      "relation": "invests_in",
      "mechanism": "Amazon describes investment in infrastructure supporting its businesses, including AWS.",
      "status": "documented",
      "source_ids": [
        "amzn"
      ],
      "research_question": "Separate AWS infrastructure from other company capital spending.",
      "id": "us:edge-08",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:infrastructure",
      "to": "us:data-center",
      "relation": "may_affect",
      "mechanism": "Cloud infrastructure spending may create demand for NVIDIA products, but procurement and custom silicon can change the link.",
      "status": "hypothesis",
      "source_ids": [
        "ms",
        "amzn",
        "nvda"
      ],
      "research_question": "Which spending is addressable by NVIDIA, and what evidence establishes it?",
      "id": "us:edge-09",
      "reviewed_at": "2026-09-11"
    },
    {
      "from": "us:ai-demand",
      "to": "us:infrastructure",
      "relation": "may_affect",
      "mechanism": "AI workload demand may motivate capacity investment; returns and utilization are not established by this seed.",
      "status": "hypothesis",
      "source_ids": [
        "ms",
        "nvda"
      ],
      "research_question": "Are deployed workloads keeping pace with investment?",
      "id": "us:edge-10",
      "reviewed_at": "2026-09-11"
    }
  ],
  "sources": [
    {
      "id": "ms",
      "title": "Microsoft annual report 2025",
      "url": "https://www.microsoft.com/investor/reports/ar25/index.html",
      "publisher": "Microsoft",
      "locator": "Business: Azure; investments in datacenter infrastructure",
      "basis": "FY2025 historical business description, not a claim about current segment reporting.",
      "reviewed_at": "2026-09-11",
      "review_after_days": 90
    },
    {
      "id": "amzn",
      "title": "Amazon annual report 2025, Form 10-K",
      "url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000004/amzn-20251231.htm",
      "publisher": "Amazon / SEC EDGAR",
      "locator": "Item 1: Business / AWS; cash flows and infrastructure investment",
      "basis": "FY2025 historical business description.",
      "reviewed_at": "2026-09-11",
      "review_after_days": 90
    },
    {
      "id": "nvda",
      "title": "NVIDIA annual report FY2026, Form 10-K",
      "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
      "publisher": "NVIDIA / SEC EDGAR",
      "locator": "Item 1: Business / Data Center / Gaming",
      "basis": "Historical fiscal-year product description; no customer spending forecast.",
      "reviewed_at": "2026-09-11",
      "review_after_days": 90
    }
  ],
  "update_plan": {
    "cadence": "user_selected",
    "network_access": "not_implemented",
    "instructions": [
      "Re-open the linked primary sources and look for newer disclosures.",
      "Preserve old evidence and its reporting period; do not overwrite history.",
      "Record publication, observation and retrieval times separately for new observations.",
      "Review hypotheses independently; do not treat a source's general context as proof.",
      "Validate references and review proposed changes before merging into your repository."
    ]
  }
}