Company research
Microsoft (MSFT)Period ended 2026-06-30 · quarter
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Operates cloud, computing or platform services used in the AI ecosystem.
Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.
Power supply
Announced / planned — delivery not confirmed
Constellation Energy has announced plans to supply Microsoft.
Product / business: Power supply
Constellation signed a 20-year Microsoft power-purchase agreement supporting the planned restart of the Crane Clean Energy Center.
Restart remains a project milestone, not proof of power already delivered; PPA does not imply a dedicated physical wire to a data center.
GPU / Data-center / compute capacity
Announced / planned — delivery not confirmed
Nebius has announced plans to supply Microsoft.
Product / business: GPU / Data-center / compute capacity
Nebius agreed to provide Microsoft GPU infrastructure capacity at Vineland, New Jersey, in delivery tranches.
Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.
Source published: 2025-09-08
Snapdragon X2
Documented — status as described by source
Qualcomm supplies Microsoft.
Product / business: Snapdragon X2
Qualcomm documents Snapdragon X2 series processors in Microsoft Surface Copilot+ PCs for on-device AI.
Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.
Source published: 2026-07-17
GPU / Data-center / compute capacity
Announced / planned — delivery not confirmed
Mistral AI and Microsoft announced a collaboration plan.
Product / business: GPU / Data-center / compute capacity
Microsoft and Mistral expanded their strategic partnership, including a commitment to use Mistral's European GPU capacity and broader model distribution.
Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.
Cloud services
Documented — status as described by source
OpenAI and Microsoft collaborate on the business described in the sources.
Product / business: Cloud services
The amended partnership retains Microsoft as OpenAI's primary cloud partner while allowing OpenAI products to be served across other cloud providers.
Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.
Source published: 2026-04-27
Data-center / compute capacity
Documented — status as described by source
Sources document the relationship between Constellation Energy and Microsoft.
Product / business: Data-center / compute capacity
Agreement for hourly carbon-free energy matching for a data center.
Networking
Documented — status as described by source
Credo and Microsoft have a documented ecosystem integration or collaboration.
Product / business: Networking
Credo and Microsoft jointly presented HiWire SWITCH AEC integration with SONiC in 2021.
Historical technical collaboration, not evidence of current Microsoft purchase volumes.
Source published: 2021-07-15
Listing data synced 2026-04-16.
Period ended 2026-06-30 · Published 2026-07-29
Sources checked 2026-09-13
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Estimated market cap
3.84T USD
As of 2026-10-02
Latest cached closing price × SEC reported shares outstanding.
Share count as of 2026-07-23
Filed 2026-07-29 ↗Annual report for the year ended 2026-06-30. These are reported annual figures, not trailing twelve-month estimates.
Microsoft is a technology company committed to making digital technology and artificial intelligence (“AI”) available broadly and doing so responsibly. Our mission is to empower every person and every organization on the planet to achieve more.
Excerpt from Item 1 — Business; filed 2026-07-29. May be shortened.
Source: SEC Company Facts. Checked 2026-10-04. Data is refreshed in the background. Missing or ambiguous figures are left unavailable.
