Microsoft
OpenAI's largest backer and exclusive-ish cloud, now diversifying compute and models
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
Starting the view
Follows the graph · 1 entity
Full file coming soon. Microsoft's links, deals and figures below are what the graph holds today.Not collected yet: 360, Investors, Market share, People and hiring, Legal, 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
Overview4 units in the group
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answers only from the graph's sourced facts, with citationsForecast 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.
L6 Power · Investor / capital · MSFT · USA
Microsoft
OpenAI's largest backer and exclusive-ish cloud, now diversifying compute and models
- Links
- 8
- Deals from filings
- 1
- Exposed if it fails
- 2
- 11 within 2 steps
- It depends on
- 1
- 16 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
The group
4 units · where each sits in the stack| Unit | Layer | Type | Links | Deals |
|---|---|---|---|---|
| L0 Labs | Adopting vertical | 5 | · | |
| L0 Labs | Frontier lab | 4 | · | |
| L1 Cloud | Cloud / compute | 27 | 1 | |
| L2 Chips | Accelerator | 7 | · |
What it is
Microsoft has committed roughly $13B+ to OpenAI and hosts most of its training/inference on Azure, though a late-2025 restructuring of OpenAI into a PBC loosened Azure exclusivity (OpenAI added Oracle, CoreWeave, and Google Cloud capacity). Microsoft is simultaneously one of the largest Nvidia GPU buyers and is building its own Maia accelerators to reduce dependence. Its capex guidance blew past $80B/year in FY2025 driven almost entirely by AI datacenters.
Key facts
from its map entry- OpenAI investment
- ~$13B+ committed
- FY2025 capex
- >$80B, AI-driven
- Own silicon
- Azure Maia 100
Pick a link to move the graph there: · · · · · · ·
Connections8 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
1Who depends on it
2Backs
2Partners
2Policy
1Compare two: what Microsoft 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 →) | Kind | Amount | Term | Source |
|---|---|---|---|---|
| → The S-1 names Microsoft, with Amazon and Google, as having made significant equity investments through affiliates. It does not state the amount. | equity | amount not disclosed | · | Anthropic, PBC, Form S-1 registration statement“Amazon, Google, and Microsoft, through their respective affiliates, have made significant equity investments in our company.”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: 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.
Sources · 1
- Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026 · 1 quoted passage
News and events1 item
- 31 Mar 2026MicrosoftOpenAI closes $122B round at $852B post-moneyfiling
Wider news feed: not collected yet
Today this lists events taken from filings and this site's own AI updates. A news feed with entity linking (who did what, on which date, from which source) is next, so every move lands on the right company.
Data sources3 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| Anthropic, PBC, Form S-1 registration statement ↗1 quoted passage · sec.gov | Money | 26 Oct 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| AI Systems Map links8 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-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.