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MicrosoftMSFT

NASDAQ · USA · Segment 3 of 8 in the AI & digital infrastructure value chain: Cloud platforms

No software company is bigger, and few have as many places to put AI: Azure rents the infrastructure, Copilot sells the assistant inside Microsoft 365 and GitHub, Maia is a chip of Microsoft's own, and the OpenAI partnership sits underneath much of it.

Cloud platforms: Rents out the compute, the 'power grid' of the AI era.

Key metrics

Market cap
$3.7T
Price
$487.31
Today
+0.8%
Return YTD
−0.1%
Return 1Y
−4.2%
P/E
27.7
P/S
11.1
P/B
8.4

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

Cloud infrastructureAI softwareEnterprise AIAzure AI cloudCopilot productsOpenAI partnership

In the value chain

Products & services

  • Azure cloud & AI infrastructure
  • Microsoft 365 Copilot
  • GitHub Copilot, own chips (Maia)

Competitors

Risks

  • Massive AI investments must generate returns
  • Regulation & dependence on OpenAI

Supply chain

Supplies →

ServiceNowNOW AdobeADBE AccentureACN CognizantCTSH SnowflakeSNOW

← Suppliers

NvidiaNVDA AMDAMD Arista NetworksANET EquinixEQIX Digital RealtyDLR CiscoCSCO CienaCIEN NetAppNTAP Credo TechnologyCRDO Arm HoldingsARM BroadcomAVGO CoreWeaveCRWV QualcommQCOM MarvellMRVL IntelINTC VertivVRT

Full supply chain for MSFT →

Same segment: Cloud platforms

AlphabetGOOGL AmazonAMZN OracleORCL CoreWeaveCRWV

Compare MSFT

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