Microsoft

Source: 2026-08-26 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: A product document. It does not disclose the revenue split between Microsoft and SpaceXAI, usage volumes, the length of the agreement, or whether Microsoft trains or fine-tunes anything. Several of the listed models are marked preview.

Source: 2026-07-27 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes an evaluation-stage platform collaboration; does not disclose revenue, licensing terms, or production usage by Microsoft's own chip teams.

Source: 2026-07-23 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Active cloud/technology partnership

Limits: Confirms a technology and customer relationship; does not establish exclusivity or the specific terms of any commercial agreement.

Source: 2026-07-23 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Does not establish the financial terms of the partnership or exclusivity; Databricks also runs on AWS and Google Cloud.

Source: 2026-07-21 · reviewed 2026-09-20

Evidence: Primary-source statement · Active as of joint announcement, described as an expansion of an existing partnership

Limits: Describes an infrastructure and product-integration commitment; does not itself establish an equity stake, ownership percentage, or specific dollar figure.

Source: 2026-06-29 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Does not establish exclusivity; Claude models are also distributed via AWS Bedrock and Google Vertex AI.

Source: 2026-05-05 · reviewed 2026-09-27

Evidence: Primary-source statement · Active technology partnership

Limits: Confirms an announced partnership; does not disclose contract value or exclusivity.

Source: 2026-04-27 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Describes contractual terms as of April 2026, not usage. It does not establish what share of OpenAI traffic runs on Azure, and it explicitly removes the earlier cloud exclusivity, so it should not be read as an exclusive arrangement.

Source: 2026-04-16 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: Establishes an ongoing partnership as described by VNET; does not establish its revenue contribution, contract terms, which VNET entity holds it, or any AI-specific capacity supplied to Microsoft.

Source: 2026-02-26 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (2025)

Limits: Does not specify which products Microsoft bought, contract terms, or future purchase commitments.

Source: 2026-02-25 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Wayve's own release. It does not state the amount, the stake acquired, or that Wayve trains its models on Microsoft Azure.

Source: 2026-01-27 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Does not confirm order volumes or exclusivity; TSMC does not comment on individual customers, and Microsoft's own materials do not name the foundry.

Source: 2025-11-18 · reviewed 2026-09-27

Evidence: Primary-source statement · Private preview announced 18 November 2025; general availability not disclosed

Limits: Confirms Astera Labs' controllers are available in a private preview of an Azure VM family; does not establish general availability, deal value, purchase volume, or exclusivity.

Source: 2025-11-18 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Azure M-series with Leo CXL controllers was in private preview as of this release, not general availability; does not establish deal value or exclusivity.

Source: 2025-04-24 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes interconnection infrastructure only; does not establish revenue, exclusivity, or volume of Azure traffic carried.

Source: 2025-04-05 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Establishes catalog availability on Microsoft's platform as of April 2025 only. It does not establish revenue sharing, which later Llama versions are carried, usage levels, or any exclusivity.

Source: 2024-05-21 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Does not establish volumes purchased or that MI300X is Azure's primary AI accelerator, which remains predominantly Nvidia GPUs.

Source: 2024-04-15 · reviewed 2026-09-27

Evidence: Primary-source statement · Reported ongoing standardization collaboration as of April 2024

Limits: Describes a technical standards collaboration, not a commercial supply or revenue relationship; does not establish current implementation status.

Source: 2022-03-30 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes a cloud-hosting and go-to-market partnership; does not disclose revenue share, contract length, or Azure capacity reserved for Synopsys Cloud.

Source: 2017-03-13 · reviewed 2026-09-22

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: Describes one specific hardware co-design shown at OCP Summit 2017; does not establish an ongoing exclusive relationship or current-day product usage at Microsoft data centers.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: General current product documentation; no contract value or exclusivity inferred.

Source: 2026-09-02 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Product integration announcement by Teradata; does not establish a commercial agreement with Microsoft, revenue, or customer uptake.

Source: 2026-06-22 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Project and turbine order announced June 2026; plant not yet operating

Limits: Based on media reporting of a project announcement; does not establish contract value, delivery date, full turbine specification, or completion; third-party developer Chevron is also involved and is not a company on this map.

Source: 2026-06-15 · reviewed 2026-09-26

Evidence: Primary-source statement · Co-development reported; deployment scale not disclosed

Limits: Does not establish that Microsoft buys the product, volumes, revenue, or exclusivity.

Source: 2026-04-21 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced product capability

Limits: Product announcement; does not establish ABB's Azure spending, customer numbers, or exclusivity of Microsoft as a cloud provider.

Source: 2026-03-16 · reviewed 2026-09-26

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Caterpillar's equipment goes to developer Nscale's campus, not directly to Microsoft; Microsoft's commitment is a letter of intent; does not establish order value, delivery or operation.

Source: 2026-01-27 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Sourced to unnamed people familiar with the matter; neither SK hynix nor Microsoft has confirmed this on the record, and the 'sole supplier' characterization is reported, not stated by either company.

Source: 2025-11-18 · reviewed 2026-09-27

Evidence: Primary-source statement · Historical / announced

Limits: Does not establish Microsoft's resulting ownership percentage in Anthropic or that the full $5 billion has been disbursed.

Source: 2025-11-18 · reviewed 2026-10-02

Evidence: Primary-source statement · Historical / announced

Limits: Does not establish that the $30 billion has been spent, only committed; Anthropic also runs substantial workloads on AWS and Google Cloud. Dollar figures added in V3.25.6 are from Anthropic's confidential prospectus as reported by Reuters on 29 September 2026. The prospectus has not been made public and Anthropic did not comment. A public filing could differ. The $31.4 billion figure replaces the $30 billion figure from Microsoft's 18 November 2025 announcement.

Source: 2025-11-03 · reviewed 2026-09-20

Evidence: Primary-source statement · Announced

Limits: This confirms the announced scope and hardware type; it does not disclose the specific dollar value of the contract or the current deployment status of the GPUs.

Source: 2025-11-03 · reviewed 2026-09-26

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Contract announcement; does not establish how much capacity has been delivered, revenue actually recognized, or that the full contract value will be realized. IREN's FY26 results describe the first of four 50MW deployments, not the full contract.

Source: 2025-10-28 · reviewed 2026-09-22

Evidence: Secondary reporting of an on-record executive statement · Historical / announced

Limits: Does not establish that the $250 billion has been spent, only contracted; OpenAI now also sources compute from AWS, Oracle, Google Cloud and CoreWeave.

Source: 2025-09-08 · reviewed 2026-09-20

Evidence: Primary-source statement · Signed agreement, capacity ramp underway

Limits: The announcement discloses the existence and headline value of the deal; it does not itemize delivered hardware specifications or Microsoft's actual usage of the capacity to date.

Source: 2025-02-19 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A software-customer relationship for AAON's internal operations; does not establish spending, scope of AI use, or any Microsoft purchase of AAON cooling equipment.

Source: 2025-02-11 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced/in-progress contract transition (as of February 2025)

Limits: Describes a contract transition reported by trade press; does not establish the current 2026 status of the handover, final contract value actually paid, or the precise ongoing role Microsoft continues to play.

Source: 2024-11-19 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: 2024 integration announcement; does not establish revenue through Azure, current usage, or exclusivity (MongoDB Atlas also runs on AWS and Google Cloud).

Source: 2024-11-04 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Historical / announced

Limits: Does not establish the contract's exclusivity or that the full $10 billion has been spent; the figure is a reported spending plan through the end of the decade, not confirmed directly by either company.

Source: 2024-09-20 · reviewed 2026-09-17

Evidence: Primary-source statement · Contract announced

Limits: The restart was targeted for 2027-2028 at signing; this is a long-term supply contract, not evidence of power currently flowing.

Source: 2024-09-17 · reviewed 2026-09-21

Evidence: Primary-source statement · Founding partnership announced, September 2024

Limits: Figures are capital-mobilization targets, not amounts already deployed or contracted.

Source: 2024-06-11 · reviewed 2026-09-17

Evidence: Primary-source statement · Contract announced

Limits: Not evidence of exclusivity or the current full cloud contract.

Source: 2022-06-16 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Does not name specific markets, deployment volumes, or confirm current operational status of the grid-interactive program; reported via trade press rather than a joint release.

Source: 2021-08-18 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A 2021 announcement; does not establish that the arrangement continues in 2026, how much capacity Microsoft buys, or contract value.

Source: 2026-07-07 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: An analyst framing rather than a statement by either company. It does not compare capacity, pricing or customers, and Microsoft separately hosts and sells SpaceXAI's Grok models on Azure.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Ongoing market competition

Limits: Reflects CrowdStrike's own marketing comparison; does not establish relative market share or independently verified performance claims.

Source: Source undated · reviewed 2026-09-22

Evidence: Analytical comparison · Reported operating

Limits: Does not imply any commercial agreement, shared revenue, or relative market share; based on this research's comparison of each company's own product pages.

Source: Source undated · reviewed 2026-09-22

Evidence: Analytical comparison · Reported operating

Limits: Does not imply any commercial agreement between the companies or relative market share; based on this research's comparison of each company's own product announcements.