Who supplies Microsoft, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Microsoft files 8-Ks, announces contracts, or beats guidance.
25 companies with a disclosed relationship to Microsoft · 2 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Servers & ODM (3) | ||||||||||
| DELL | Azure and hybrid-cloud systems | supplier | - | - | - | - | - | 25 | 32% exp85 | |
| HPE | Server systems | supplier | - | - | - | - | - | 10 | 32% exp85 | |
| SMCI | GPU server systems | supplier | - | - | - | - | - | 1 | 32% exp85 | |
| Memory & Storage (3) | ||||||||||
| WDC | Nearline storage | supplier | - | - | - | - | - | 8 | 15% exp77 | |
| MU | DRAM and HBM | supplier | - | - | - | - | - | 4 | 15% exp77 | |
| STX | Mass-capacity storage | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Compute (2) | ||||||||||
| NVDA | GPUs for Azure AI capacity | supplier | - | - | - | - | - | 49 | 20% exp79 | |
| AMD | Instinct accelerators and EPYC CPUs | supplier | - | - | - | - | - | 23 | 15% exp77 | |
| Networking (2) | ||||||||||
| AVGO | Switching silicon and custom accelerator work | supplier | - | - | - | - | - | 19 | 15% exp77 | |
| ANET | Data-center switching | supplier | - | - | - | - | - | 9 | 15% exp77 | |
| Cloud & Neocloud (2) | ||||||||||
| NBIS | Contracted GPU capacity | partner | - | - | - | - | - | 18 | 15% exp77 | |
| CRWV | Contracted GPU capacity | partner | - | - | - | - | - | 3 | 15% exp77 | |
| Services & Integration (2) | ||||||||||
| ACN | Systems integration and deployment | partner | - | - | - | - | - | 9 | 15% exp77 | |
| IBM | Hybrid cloud and consulting | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| Security (2) | ||||||||||
| PANW | Security platform overlap | competitor | - | - | - | - | - | 3 | 15% exp77 | |
| CRWD | Endpoint security overlap | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| CPU & IP (1) | ||||||||||
| ARM | Cobalt CPU architecture | supplier | - | - | - | - | - | 16 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates custom Azure silicon | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Power (1) | ||||||||||
| CEG | Nuclear power purchase agreements | supplier | - | - | - | - | - | 1 | 32% exp85 | |
| Cooling & Thermal (1) | ||||||||||
| VRT | Power and thermal for Azure | supplier | - | - | - | - | - | 1 | 32% exp85 | |
| Competitor (5) | ||||||||||
| ORCL | Cloud infrastructure and database | competitor | - | - | - | - | - | 25 | 20% exp79 | |
| AMZN | Cloud infrastructure | competitor | - | - | - | - | - | 17 | 15% exp77 | |
| NOW | Workflow platform, overlapping and partnered | partner | - | - | - | - | - | 16 | 15% exp77 | |
| CRM | Enterprise applications | competitor | - | - | - | - | - | 14 | 15% exp77 | |
| GOOGL | Cloud, productivity, and search | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.