Microsoft Corporation

“MI300X adopted by Microsoft Azure”

“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.”

“In 2025, 2024 and 2023, Microsoft accounted for 28.8%, 43.7% and 46.6% of our revenue, respectively”

“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”

“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.”

“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.”

“We concentrate on customized designs for customers such as Siemens and Microsoft Corporation.”

“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.”

“Customer A 22% / Customer B 15% — analysts attribute to MSFT/META”

“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.”

“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.”

“Our key customers include... Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman...”

“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.”

“Oracle Autonomous Database is available on other hyperscale cloud IT environments, such as Amazon Web Services, Google Cloud and Microsoft Azure.”

“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.”

“Arm AGI CPU competes with Cobalt”

“Microsoft Cobalt 100 powers Azure”

“Intel Foundry sells to MSFT, AMZN, TSLA”