Microsoft — Supply Chain & Business Relationships

“Expanded collaboration with Microsoft to deploy AMD Helios racks at scale on Azure to power frontier model inference.”

— AMD 8-K, filed 2026-08-04 EDGAR · View source filing ↗

“Sunonwealth is a key supplier to the world's largest server brands, including DELL, HPE, Amazon AWS, Meta, and Microsoft.”

— Sunonwealth Electric Machine Annual report, filed 2026-05-25 TWSE (English translation of the Chinese original) · View source filing ↗

“Unveiled the NVIDIA Rubin platform, comprising six new chips to deliver up to a 10x reduction in inference token cost, compared with the NVIDIA Blackwell platform; cloud providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our key customers include … Microsoft,”

— SWKS 10-K, filed 2025-11-07 EDGAR · View source filing ↗

“Created switch cable and open-sourced implementation with Microsoft to realize their vision for a highly reliable network-managed dual-ToR architecture”

— CRDO 10-K, filed 2026-06-15 EDGAR · View source filing ↗

“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.”

— SNPS 10-K, filed 2025-12-22 EDGAR · View source filing ↗

“Partnered with industry leaders, including Google Cloud, Microsoft, Oracle and xAI, to build America’s AI infrastructure with hundreds of thousands of NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Intel advanced its relationship with Microsoft through a collaboration with Windows ML and the integration of Intel vPro® manageability with Microsoft Intune.”

— INTC 8-K, filed 2025-10-23 EDGAR · View source filing ↗

“Announced a new multi-year collaboration with Microsoft for custom chips that will power the next generation of Xbox devices including consoles, PCs, and handhelds”

— AMD 8-K, filed 2025-08-05 EDGAR · View source filing ↗

“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft”

— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗

“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”

— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗