Sectivia

MicrosoftMSFT

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

The world's largest software company. Azure cloud, Copilot products and the close OpenAI partnership make Microsoft the broadest player of the AI era.

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

Key metrics

Market cap
$2.8T
Price
$385.55
Today
+0.3%
Return YTD
−20.5%
Return 1Y
−23.7%
P/E
22.5
P/S
8.8
P/B
6.8

Data as of 2026-07-10 · 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

← Suppliers

NvidiaNVDA AMDAMD Dell TechnologiesDELL Arista NetworksANET EquinixEQIX Digital RealtyDLR

Same segment: Cloud platforms

AlphabetGOOGL AmazonAMZN OracleORCL CoreWeaveCRWV
See where Microsoft sits in the full AI & digital infrastructure map — every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →