THE FRONTIER SIGNALSTHE EVIDENCE LEDGER
How does Microsoft fit into the AI industry?
Azure, applications and OpenAI partnership. Cloud and investment connections represent different types of economic exposure.
What is its role?
Cloud. This profile covers selected relationships, not every business activity.
Last verified: 2026-09-26T00:30:09.697Z.
How large is the company?
$3,832 billion · public market capitalization · 2026-09-25. CompaniesMarketCap · microsoft ↗
Who is it connected to?
- NVIDIA → Microsoft · Supply
Azure NVIDIA infrastructure, including a cluster for OpenAI; October 2025 announcement.
NVIDIA · Infrastructure partnerships ↗ - Microsoft → OpenAI · Investment
Microsoft remains a major shareholder under the amended agreement.
Microsoft · Updated OpenAI agreement ↗ - Microsoft → OpenAI · Partnership
Amended cloud and intellectual-property arrangements.
Microsoft · Updated OpenAI agreement ↗
Values use different dates and bases. Parent and subsidiary values must not be added as independent exposures.