Pascal Data Agent
Turn your firm's files into data your analysts and agents can use.
Pascal Data Agent reads broker reports, expert calls, internal notes and email, gives each file a type, extracts its fields and tags it by company. Analysts browse the result in the vault viewer. Agents query it over MCP.
Vault viewer / Broker reports / NVDAUS Semis: AI capex tracker, Q3 update
Goldman Sachs · Sep 30, 2026 · 44 pages
Primary in all 5
NVDA section · pp. 9–11 of 44 · Opens here
We raise our NVDA PT to $245 (from $230). Blackwell Ultra shipments tracked ahead of our model in August, and our supply-chain checks point to CoWoS-L as the binding constraint through 1H27.
Why this is tagged to NVIDIA
23 mentions99.8%
Automation rate
50M+
Pages indexed
35K+
Stocks & entities mapped
How it works
From file to fact in four steps.
Blackwell Ultra→NVDANvidia→NVDAlist_documentsMCPVault viewer · Analyst UI and Agent (MCP)
One dataset, two ways in. Try it on a sample vault.
Pick a document type, add a company, change the date range and click a row to open the file at the section about that company. Switch to Agent (MCP) to see the same records as list_documents and get_document return them. Sample data is illustrative.
See MCP & APIsDocument types
Counts respect your permissions
Data Agent / Vault viewer| Date | Type | Document | Company | Source |
|---|---|---|---|---|
| Oct 3 | Research note | Semis: Q4 positioning reviewStay long NVDA and TSM, keep AMD short into the MI400 slip. Trim MU on HBM pricing. | Multiple (3)Semiconductors | Author RK |
| Oct 1 | Broker report | Microsoft: Azure capacity constraints ease in 1H27Azure growth re-accelerates as new data center capacity comes online in 1H27. | MSFTSoftware & cloud | Bernstein |
| Oct 1 | Research note | MSFT: capex digestion fears are earlyAzure capacity comes online in 1H27. Argues the market prices capex digestion two quarters too early. | MSFTSoftware & cloud | Author AL |
| Sep 30 | Broker report | US Semis: AI capex tracker, Q3 updateSector update across AI compute, foundry and memory. Raises estimates on supply-chain checks. | Multiple (5)Semiconductors | Goldman Sachs |
| Sep 30 | Unclassified | Mgmt_mtg_notes_0930.pdfNotes from a management meeting at an investor conference, in question-and-answer format. | NVDASemiconductors | SharePoint |
| Sep 29 | Broker report | NVIDIA: Blackwell Ultra ramp ahead of planRaises FQ3 and FQ4 estimates on GB300 rack shipments. Gross margin held at 74% through the product transition. | NVDASemiconductors | J.P. Morgan |
| Sep 29 | Expert call | Azure capacity planning for 2027How a hyperscaler sizes GPU orders against power and site availability. | MSFTSoftware & cloud | GLG |
| Sep 27 | Research note | NVDA: Q3 update, raising convictionThesis intact: supply is the constraint. Raises conviction to High and model PT to $240. | NVDASemiconductors | Author RK |
| Sep 26 | Broker report | TSMC: CoWoS capacity raise and 2027 outlookRaises 2027 CoWoS capacity estimate. AI accelerator revenue now 28% of 2027 sales. | TSMSemiconductors | Morgan Stanley |
| Sep 26 | Unclassified | Untitled (3).docxShort draft comparing MI400 and Blackwell rack pricing. No author or date in the file. | AMDSemiconductors | SharePoint |
| Sep 25 | Expert call | CoWoS capacity and allocation into 2027Capacity build, allocation process and customer mix for advanced packaging. | Multiple (2)Semiconductors | Third Bridge |
| Sep 24 | Broker report | AMD: MI400 checks mixed, stay on the sidelinesCuts PT on later MI400 timing. Share gain versus NVIDIA pushed to 2H27. | AMDSemiconductors | UBS |
| Sep 23 | Broker report | ASML: High-NA orders pull forwardTwo more High-NA orders in Q3. Raises 2027 EUV shipment estimate to 62 tools. | ASMLSemiconductor equipment | Barclays |
| Sep 22 | Research note | AMD: short pitch on MI400 slipShort idea: MI400 volume slips to 2H27, which consensus does not price in. | AMDSemiconductors | Author AL |
| Sep 22 | Unclassified | BluMatrix_attach_88213.pdfMonthly revenue table for TSMC with no cover page or broker disclosures. | TSMSemiconductors | BluMatrix |
| Sep 19 | Broker report | Memory: HBM4 pricing reset for 2027HBM4 contract pricing for 2027 settles higher than feared. | MUSemiconductors | Deutsche Bank |
| Sep 18 | Research note | ASML: initiate on the High-NA cycleHigh-NA EUV orders from leading-edge fabs set up a 2027–28 upgrade cycle. | ASMLSemiconductor equipment | Author SP |
| Sep 17 | Expert call | Hyperscaler GPU procurement for 2027How a large cloud buyer splits spend between merchant GPUs and custom silicon. | Multiple (3)Semiconductors | Tegus |
| Sep 15 | Expert call | EUV tool lead times and High-NA adoptionOrder book, lead times and which fabs adopt High-NA first. | ASMLSemiconductor equipment | Third Bridge |
| Sep 15 | Research note | TSMC: IC note, add on CoWoSRecommends adding to the position as CoWoS capacity raises 2027 revenue visibility. | TSMSemiconductors | Author RK |
| Sep 12 | Broker report | Broadcom: custom ASIC pipeline widensCustom accelerator pipeline now spans five hyperscale customers. | AVGOSemiconductors | Goldman Sachs |
| Sep 9 | Expert call | Substrate supply for AI acceleratorsABF substrate lead times and qualification. | TSMSemiconductors | Third Bridge |
| Sep 6 | Expert call | MI400 customer pipelineAMD accelerator pipeline and competitive dynamics with NVIDIA. | AMDSemiconductors | AlphaSights |
| Sep 5 | Broker report | Semis flash: revised export licence rulesFirst read on the revised export licence framework. Sees a $1–2B annual headwind for NVIDIA. | Multiple (2)Semiconductors | J.P. Morgan |
| Sep 4 | Broker report | NVIDIA: the gross margin debateArgues rack-scale mix caps gross margin near 73%. | NVDASemiconductors | Morgan Stanley |
25 of 25 sample documents · 6,711 in the vault · 3 more hidden by your permissions (unlicensed broker, restricted note)
Document classifier
Every file, sorted by type. Each correction teaches it.
Each file gets a type from your firm's taxonomy, with a confidence score and a runner-up. Files below your threshold wait in a review queue. One click assigns a type, Pascal re-scores similar files, and each type starts its own workflow.
See the workflow libraryClassifier / Review queue| File | Suggested type | Confidence |
|---|---|---|
| Mgmt_mtg_notes_0930.pdf | Broker report | 0.55 |
| Untitled (3).docx | Research note | 0.41 |
Extraction & table editor
Every field and table, traced to its page.
Each document type has a schema: rating and price target for broker reports, covenants for credit agreements, speaker and relationship for expert calls. Tables come out of PDFs as tables. When an analyst corrects a cell, Pascal keeps the original, the editor and the page region.
See how agents read each valueExtraction / US Semis: AI capex trackerExhibit 7: NVDA estimate changes
| $M, FY Jan | FY27E old | FY27E new |
|---|---|---|
| Revenue | 301,240 | 318,600 |
| EPS (adj.) | 6.52 | 6.84 |
Table 7 · 4 × 3
Cell C3 · p. 11 — analyst corrected 6.34 → 6.84
Vertical entities
The entities a general model walks past.
Speaker names on expert calls. Brokers. Ticker variants and product lines that belong to a company. Ratings and price targets. Pascal tags them the way an analyst reads them and resolves each one to a single company in your context graph.
See the context graph & memoryData Agent / Entity taggingPermissions
Two analysts, two different vaults.
Lists, counts, answers and MCP calls follow each user's licences and source permissions, including per-broker research entitlements. The viewer says how many files it held back and why. Pascal runs in your own cloud or on premise.
See how Pascal handles securityVault viewer / Access checkGoldman Sachs · Sep 30
J.P. Morgan · Sep 29
3 reports
Goldman Sachs · Sep 30
J.P. Morgan · Hidden –
1 more hidden
Is Pascal a data company?
A data platform for your own research.
Pascal is a data platform for your own research, the way Snowflake is a data platform for your tables. Your files stay yours. Pascal gives them a schema, keeps them in sync and serves them to the tools you approve.
See the Pascal platformData Agent / Schema / research_vaultTables · broker_reports · 4,212 rows
| Column | Type | Example |
|---|---|---|
| doc_id | string | b1 |
| rating | enum | Buy |
| price_target | currency | $245 |
| source_page | locator | p. 9 of 44 |
Built for the files your firm already has.
Vault viewer / Broker reports| Company | Broker | Rating | PT | PT Δ |
|---|---|---|---|---|
| NVDA | Goldman Sachs | Buy | $245 | +15 |
| NVDA | J.P. Morgan | Overweight | $250 | +20 |
| TSM | Morgan Stanley | Overweight | $265 | +10 |
Where the data goes next.
Hedge funds
How long/short funds put broker research and expert calls to work, from front to back office.
See Pascal for hedge funds →Frequently asked questions
The part of Pascal Agents that turns your firm's files into structured data. It classifies each file, extracts the fields and tables that matter for its type, links them to your context graph and serves them to analysts and agents.