L1 · CloudCloud / computeUnited StatesMSFT

Microsoft Azure

OpenAI's primary cloud; Maia accelerator + Cobalt Arm CPU.

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Full file coming soon. Microsoft Azure's links, deals and figures below are what the graph holds today.Not collected yet: 360, Investors, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

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Forecast record

No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.

L1 Cloud · Cloud / compute · MSFT · United States

Microsoft Azure

OpenAI's primary cloud; Maia accelerator + Cobalt Arm CPU.

Part of

RSS
Links
27
Deals from filings
1
Exposed if it fails
5
29 within 2 steps
It depends on
15
56 within 2 steps
Share of worldwide cloud infrastructure services revenue (IaaS, PaaS, hosted private cloud) (Synergy Research Group)
20%
Q2 2026

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

Azure is Microsoft's cloud and, through a ~$13B+ investment and exclusive-then-preferred arrangement, the primary compute backbone for OpenAI. It designs the Maia 100 AI accelerator and Cobalt 100 Arm CPU to offset Nvidia dependence, while remaining one of Nvidia's largest GB200/Blackwell buyers. In 2025 OpenAI's compute footprint expanded beyond Azure (Oracle/Stargate, CoreWeave), loosening exclusivity but Azure remains a core host.

Key facts

from its map entry
Custom AI chip
Maia 100
Custom CPU
Cobalt 100 (Arm)
OpenAI investment
~$13B+
Hosts
OpenAI, Microsoft Copilot

Pick a link to move the graph there: · · · · · · ·

Connections27 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

15

Who depends on it

5

Backs

2

Partners

4

Compare two: what Microsoft Azure shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Money1 deal

Pulled 27 Oct 2026 · Anthropic, PBC, Form S-1 registration statement · dated 26 Oct 2026

Parties (money runs →)KindAmountTermSource
→

At least $44.9B with Microsoft, November 2026 to May 2033, regardless of usage. Agreed November 2025, amended February and October 2026.

computeat least $44.9BNov 2026 to May 2033
Anthropic, PBC, Form S-1 registration statement
“In November 2025, we entered into an agreement with Microsoft, which was subsequently amended in February and October 2026, pursuant to which we committed to spend an aggregate of at least $44.9 billion between November 2026 and May 2033, regardless of actual usage.”
Open the source ↗

Amounts keep the filing's own wording (at least, up to, about). They are not added up: a compute commitment, a lease and an equity round are different kinds of money.

Financialsfrom its filings

Company file

Microsoft Azure: figures from its filings

Built from Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026. Every figure opens the exact text it comes from.

Market share1 segment

Pulled 28 Oct 2026 · Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years · dated 30 Jul 2026

Cloud infrastructure

Q2 2026 · Synergy Research Group

Share of worldwide cloud infrastructure services revenue (IaaS, PaaS, hosted private cloud)

  • 28%
  • 20%
  • 15%
  • Others37%
Exact text in the source
  • “Among the major cloud providers, Amazon maintains a strong lead in the market, though Microsoft and Google continue to achieve substantially higher growth rates. Q2's worldwide market share was 28%, 20%, and 15%, respectively.”Amazon, Microsoft and Google, in that order (previous sentence)
Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years, 30 Jul 2026 ↗

Other segments with sourced shares: Foundry (Q2 2026) · DRAM (Q2 2026) · HBM (Q1 2026) · Enterprise LLM APIs (2025). Open All of AI to see every segment.

Shares are estimates by the firm named on each card, for the period shown, unless a company's own filing states them. Different firms measure differently, so shares from different cards are not compared or added. “Others” is 100 minus the shares listed.

Data sources4 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
Anthropic, PBC, Form S-1 registration statement ↗1 quoted passage · sec.govMoney26 Oct 202627 Oct 2026when a new document is filedread from the document
Q2 Cloud Market Passes $143 Billion; Highest Growth Rate in Eight Years ↗1 quoted passage · srgresearch.comMarket share30 Jul 202628 Oct 2026when a new document is filedread from the document
AI Systems Map links27 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.