EvidInvest Supply Chain Intelligence
MSFT · Hyperscalers / Cloud · hyperscaler
Companies that supply Microsoft Corporation, from incoming 'supplies' edges and disclosed customer-of relationships.
Chip Designers · Supplier
“AMD semi-custom SoC products power the Sony PlayStation 5, the Microsoft Xbox Series S and X game consoles... Our ability to innovate beyond the x86 instruction set controlled by Intel depends partially on Microsoft designing and developing its operating systems to run on or support our x86-based microprocessor products.”
Chip Designers · Supplier
“MI300X adopted by Microsoft Azure”
Optical / Photonics · Supplier
“In 2025, 2024 and 2023, Microsoft accounted for 28.8%, 43.7% and 46.6% of our revenue, respectively”
Networking · Supplier
“We partner with Microsoft on our HiWire Switch AEC and open-source implementation that helps realize Microsoft's vision for a highly reliable network-managed dual-Top-of-Rack (ToR) architecture”
System OEM · Supplies
“We have distribution agreements covering one or more of our products with virtually all the multinational OEMs, including Dell, Hewlett-Packard, Lenovo, and with many regional and local OEMs.”
Other · Supplies
“We have distribution agreements covering one or more of our products with virtually all the multinational OEMs, including Dell, Hewlett-Packard, Lenovo, and with many regional and local OEMs.”
Other · Supplier
“We concentrate on customized designs for customers such as Siemens and Microsoft Corporation.”
Chip Designers · Supplier
“Under our agreement with Microsoft for the Xbox, if someone makes an offer to purchase at least 30% of our outstanding common stock, Microsoft may have first and last rights of refusal to purchase the stock.”
Chip Designers · Supplier
“Customer A 22% / Customer B 15% — analysts attribute to MSFT/META”
Enterprise / AI Labs · Supplies
“Microsoft and OpenAI maintain a long-term strategic partnership originally established in 2019. Microsoft is a major investor in OpenAI... The OpenAI API is exclusive to Azure, runs on Azure, and is available through the Azure OpenAI Service.”
Other · Supplier
“Our key customers include... Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman...”
Companies that buy from Microsoft Corporation, from outgoing 'supplies' edges and disclosed customer-of relationships.
Other · Supplied by
“We support a multi-operating system and multi-architecture strategy, primarily using Microsoft Windows and Google Chrome operating systems... Many of our products and services... are dependent on third-party software, including from Microsoft and Google, to function as intended.”
Hyperscalers / Cloud · Supplied by
“Oracle Autonomous Database is available on other hyperscale cloud IT environments, such as Amazon Web Services, Google Cloud and Microsoft Azure.”
Other · Supplied by
“Our Synopsys Cloud offering provides customers additional options for accessing our EDA products in their own cloud environments and in the industry's first EDA Software-as-a-Service solution developed in partnership with Microsoft Azure.”
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
IP / Architecture · Competes with
“Arm AGI CPU competes with Cobalt”
IP / Architecture · Licenses IP from
“Microsoft Cobalt 100 powers Azure”
Foundry · Fabs at
“Intel Foundry sells to MSFT, AMZN, TSLA”