{"city":"Redmond","name":"Microsoft","slug":"microsoft","facts":[{"date":"2030-01-01","type":"revenue_band","value":">500m","source":"OpenAI"},{"date":"2030-01-01","type":"partnership","value":"Revenue share payments from OpenAI to Microsoft continue through 2030 at the same percentage, subject to a total cap","source":"OpenAI"},{"date":"2026-09-18","type":"deployment","value":"Microsoft Copilot is the primary AI tool deployed across enterprises","source":"a16z — 2026-09-18"},{"date":"2026-09-18","type":"product_launch","value":"ChatGPT add-in for Microsoft Word","source":"rss.golem.de — 2026-09-18"},{"date":"2026-09-16","type":"product_launch","value":"Emergency Windows patch released for September 2026","source":"www.theregister.com — 2026-09-16"},{"date":"2026-09-16","type":"product_launch","value":"Windows event hosted by Microsoft with NVIDIA CEO Jensen Huang","source":"www.heise.de — 2026-09-16"}],"peers":[{"name":"Alphabet","rank":5,"slug":"alphabet","score":"100"},{"name":"Amazon","rank":15,"slug":"amazon","score":"96"},{"name":"Alibaba","rank":87,"slug":"alibaba","score":"85"},{"name":"Meta","rank":89,"slug":"meta","score":"85"}],"stage":null,"state":"Washington","aliases":["Agentic Windows Desktop","Azure","Azure Functions","Azure Maia 200","Azure Maia 300","Azure SDK","Blazor","MAI-Base-2","MAI-Transcribe-2-Streaming","MAI-Voice-2.1-Flash","Maia","Maia 300","Microsoft Azure","Microsoft Cloud","Microsoft Fabric","Microsoft Foundry","Power BI","Visual Studio Code"],"country":"United States","domains":[{"why":"Microsoft operates Azure, a hyperscale cloud platform, and is deploying large-scale AI infrastructure including 66,000 NVIDIA Rubin GPUs in Europe and more than 30,000 in Norway.","list":"AI Infra 100","rank":39,"tier":"member","layer":"Compute demand & operators","total":92,"domain":"AI Core","scores":{"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":6},"edition":"November 2026","segment":"Hyperscalers"}],"founded":null,"signals":[{"date":"2026-11-02","header":"Security flaws found in five popular AI coding tools including OpenAI Codex and Microsoft Visual Studio Code","outlet":"The Elec"},{"date":"2026-11-01","header":"OpenAI, Google, Microsoft, and Anthropic will honor a common robots.txt signal for AI training opt-out.","outlet":"ZDNet Korea"},{"date":"2026-10-31","header":"Microsoft offered a voluntary exit to 60,000 employees.","outlet":"Moonshots with Peter Diamandis"},{"date":"2026-10-31","header":"OpenAI, Google, and Microsoft announce support for a common robots.txt mechanism to opt out of AI training","outlet":"ITmedia News"},{"date":"2026-10-31","header":"Microsoft attributes ConnectWise supply chain attack to China-aligned Storm-0940 using autonomous AI agents","outlet":"eeNews Europe"},{"date":"2026-10-30","header":"Microsoft offered a departure package to as many as 60,000 employees","outlet":"All-In Podcast"}],"website":"microsoft.com","category":"AI Infra · Compute demand & operators","categories":[{"name":"Hyperscalers","domain":"AI Core","parent":"AI Infra · Compute demand & operators"},{"name":"Corporate & strategic venture","domain":"Investment Houses","parent":"Institutional & Funds"}],"last_round":null,"updated_at":"2026-11-02T16:32:13.622+00:00","facts_total":370,"positioning":"Second-largest cloud and the primary distribution channel for OpenAI models; buys Nvidia and AMD at scale, has its own Maia silicon at small scale, and leases from neoclouds (CoreWeave, Nebius, Nscale, Lambda, IREN) to bridge its capacity shortfall.","sub_category":"Hyperscalers","signals_total":1082,"url":"https://www.frontiertechintelligence.com/companies/microsoft","title":"Microsoft · ai core, Redmond, Washington, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Microsoft operates Azure, a hyperscale cloud platform, and is deploying large-scale AI infrastructure including 66,000 NVIDIA Rubin GPUs in Europe and more than 30,000 in Norway. AI Infra 100 rank 39 (score 92) 1082 signals and 370 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}