Cloud Infrastructure
Microsoft
Microsoft is a global technology company whose Azure cloud platform, multibillion-dollar OpenAI partnership, and Copilot AI products make it one of the most strategically important companies in the AI infrastructure buildout. It guided to roughly $190 billion in calendar-2026 capex, up 61% from 2025, as Azure grew 40% year-over-year and its AI annual revenue run rate surpassed $37 billion, up 123%.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by DocuSign
“Docusign integrates with core applications like Coupa, Microsoft Copilot, Salesforce, SAP, and Slack so agreement workflows happen seamlessly across systems teams use every day, from triggering actions to surfacing completed agreements and the insights they contain.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentioned by UiPath
“UiPath announced a new security automation capability, built in collaboration with Microsoft, to help organizations accelerate security operations when applying automation to business workflows. The solution automates threat detection, enrichment, and response workflows across Microsoft Defender for Cloud, Microsoft Sentinel, and integrated Microsoft threat intelligence.”
SEC 8-K exhibit (0001734722-26-000037) · May 28, 2026
Mentioned by IREN
“IREN's customer base now includes Microsoft, NVIDIA, Perplexity, Figure AI, Together AI, Fluidstack, Fireworks AI, Fal AI, Hume AI, and a new leading AI developer”
SEC 8-K exhibit (0001140361-26-028871) · Jul 20, 2026
Federal contract disclosures
Department of Defense — $220,450,481: MICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT PREMIER SUPPORT (MPS) FOR THE UNITED STATES MARINE CORPS (USMC.
USAspending.gov · Sep 30, 2022
Department of Defense — $172,503,500: ARMY CYBER COMMANDS MICROSOFT CONSULTING SERVICES AND MICROSOFT PREMIER SUPPORT
USAspending.gov · Sep 30, 2021
Department of Defense — $119,542,514: MICROSOFT CONSULTING SERVICES (MCS) AND UNIFIED SUPPORT FOR THE U.S. NAVY / PROGRAM EXECUTIVE OFFICE DIGITAL AND ENTERPRISE SERVICES (PEO) DIGITAL
USAspending.gov · Jun 1, 2024
Department of Defense — $87,143,517: MICROSOFT ENTERPRISE TECHNICAL SOLUTIONS SERVICES (METSS) MICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT UNIFIED SERVICES FOR PROGRAM EXECUTIVE OFFICE FOR COMMAND, CONTROL AND COMMUNICATIONS-TACTICAL, TACTICAL NETWORKS (PEO C3T TN)
USAspending.gov · Sep 23, 2022
Department of Agriculture — $75,959,064: MICROSOFT AZURE STRATUS HSTXXX0000002144 93A34F
USAspending.gov · Jul 17, 2024
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 80% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Microsoft Corporation FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Global Data Center Hub / Microsoft investor materials — Microsoft guides to ~$190B 2026 AI capex as Azure grows 40% and AI revenue run rate tops $37B85% source confidence
- CNBC / Microsoft Q3 FY2026 earnings — Microsoft posts $82.9B in Q3 FY2026 revenue, up 18%, with EPS up 23%85% source confidence
- Releasebot / Zoombangla — Copilot Cowork reaches GA; Claude added as a model option in Copilot Chat54% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Microsoft depends on below, and who depends on Microsoft above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Microsoft reportedly weighed acquiring Cursor-maker Anysphere, then backed away over antitrust risk
34% confidenceMicrosoft reportedly considered acquiring Cursor developer Anysphere in spring 2026 but stepped back amid internal concerns the deal would draw heavy antitrust scrutiny given Microsoft's existing ownership of GitHub Copilot; separately, Microsoft has held early-stage talks with smaller AI startups such as Inception, an LLM research spinout in which its M12 venture fund had already invested.
Based on reporting describing internal deliberations and a decision not to pursue a deal, sourced to people familiar with the discussions rather than any Microsoft confirmation; no acquisition was announced.
Winbuzzer / Yahoo Finance · May 1, 2026
Microsoft's Timeline
A sourced, dated history of Microsoft's key moments — founding to present.
Jan 2026 · ~$190B AI capex, Azure grows 40%
Microsoft guided to roughly $190 billion in calendar-2026 capital expenditure as Azure grew 40% year-over-year and its AI annual revenue run rate surpassed $37 billion, up 123%.
2026-Q2 · Q2 FY26 revenue up 17% to $81.3B; RPO hits $625B
Microsoft reported fiscal Q2 2026 revenue of $81.3 billion (up 17% year-over-year), beating consensus, as Azure grew 39% year-over-year (38% constant currency); commercial remaining performance obligation reached $625 billion, up 110% year-over-year, with roughly 45% driven by OpenAI commitments, while capital expenditures totaled $37.5 billion, roughly two-thirds allocated to short-lived GPU/CPU assets.
Jul 2026 · Copilot Cowork goes GA; adds Claude as a model option
Microsoft shipped more than 40 updates to Microsoft 365 Copilot in July 2026, headlined by Copilot Cowork reaching general availability alongside interface redesigns, AI-content watermarking, and Anthropic's Claude becoming available as a model option within Copilot Chat; separately, Microsoft added new SharePoint Copilot capabilities to generate Word, Excel and PowerPoint files directly from SharePoint content, and rolled back Teams AI features (Copilot, Facilitator, Recap) to be user-toggleable after user backlash.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Microsoft ↔ OpenAI
Oct 2025 · Restructuring to for-profit PBC, stake formalized
OpenAI completed its restructuring from a nonprofit to a Public Benefit Corporation, formally establishing Microsoft's equity stake at 26.79% on a fully diluted basis (down from an estimated ~32.5% before the restructuring), following months of negotiation between the two companies.
SourceApr 2026 · Exclusivity and revenue-sharing arrangement ends
OpenAI and Microsoft ended their exclusive partnership and revenue-sharing arrangement, marking a shift from an exclusive cloud/compute relationship toward a more conventional large-shareholder relationship as OpenAI diversified its compute suppliers.
SourceNow
Microsoft has invested tens of billions of dollars in OpenAI and is its largest cloud infrastructure provider.
Microsoft ↔ Microsoft Azure
Apr 2026
Azure grew 40% year-over-year in Q3 FY2026, cementing its role as the primary growth engine behind Microsoft's roughly $190 billion calendar-2026 AI capex guidance.
Now
Azure is Microsoft's cloud computing division and the infrastructure backbone of its AI strategy.
Microsoft ↔ NVIDIA
2025–2026
Microsoft scaled large-volume NVIDIA GPU purchases to build out Azure's AI infrastructure, even as it invested in in-house Maia silicon to diversify away from single-vendor dependency.
Now
Microsoft purchases large volumes of NVIDIA GPUs to build out Azure's AI infrastructure.
Microsoft ↔ Satya Nadella
Jan 2014
Satya Nadella became Microsoft CEO in 2014, subsequently steering the company's pivot toward cloud computing (Azure) and, later, a deep AI/OpenAI partnership strategy.
Now
Microsoft has been led by CEO Satya Nadella since 2014, who has driven its cloud and AI transformation.