Map / Data centers and cloud
Microsoft MSFT
Azure passed $100B a year; owns about 27% of OpenAI; $678B contracted backlog.
Depends on
- Marvell: Maia programs. Marvell says it has signed programs at all three big US clouds. Futurum Group, 2026-08
- Nvidia: Vera Rubin systems. Azure named as a Vera Rubin ramping partner. Nvidia, 2026-08-26
- Nebius: GPU cloud, $17.4 to 19.4B. Five-year agreement. The Motley Fool, 2026-04-02
- Constellation Energy: Crane (Three Mile Island) restart, ~835 MW. Expected 2027. The Motley Fool, 2026-09-08
Supplies
- OpenAI: About 27% ownership. Exclusivity ended April 27; Microsoft remains primary cloud. VentureBeat, 2026-04-27
- Anthropic: $30B of Azure capacity. Microsoft and Nvidia committed up to $15B combined. Microsoft, 2025-11-18
Data as of 2026-10-01. Cite as: Ye, Mike. "Microsoft" (microsoft). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/microsoft/. How to cite.