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MicrosoftMSFT

Cloud platforms · NASDAQ · USA

$522.61
Down 1.3% todayClose

Up 9.5% this year and +40.1% since June 26, ahead of the AI sector at +7.5%. Microsoft supplies 5 mapped companies and buys from 16.

Market cap
$3.9T
This year
+9.5%
1 year
+1.1%
P/E
29.4
P/S
11.9
P/B
8.9

Price vs the AI sector

since Jun 26MSFTAI sector, equal weight
Microsoft (MSFT) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. MSFT: +40.1% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8MSFT +40.1%Sector +7.5% Microsoft (MSFT) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. MSFT: +40.1% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8MSFT+40.1%Sector+7.5%

Supply chain

16 suppliers · 5 customers
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%AMD (AMD)AMDAMD−3.9%Arista Networks (ANET)ANETArista Networks−2.3%Equinix (EQIX)EQIXEquinix−2.0%Digital Realty (DLR)DLRDigital Realty−2.4%Cisco (CSCO)CSCOCisco−2.1%Ciena (CIEN)CIENCiena−4.6%NetApp (NTAP)NTAPNetApp−2.0%All suppliers on the full chain page+8 more suppliersServiceNow (NOW)NOWServiceNow+1.4%Adobe (ADBE)ADBEAdobe+3.6%Accenture (ACN)ACNAccenture+6.0%Cognizant (CTSH)CTSHCognizant+5.2%Snowflake (SNOW)SNOWSnowflake+3.2%MSFTMicrosoft

Suppliers 16

Customers 5

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About Microsoft

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.

Theme exposure

Cloud infrastructureAI softwareEnterprise AIAzure AI cloudCopilot productsOpenAI partnership

Products

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

Competitors

Risks

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

Same segment: Cloud platforms

Rents out the compute, the 'power grid' of the AI era. Segment 3 of 8 in the AI & digital infrastructure value chain.

AlphabetGOOGL−0.6%AmazonAMZN−2.3%OracleORCL−5.5%CoreWeaveCRWV−7.8%

Compare MSFT

Side by side with the largest companies in the same segment.

MSFT vs GOOGLMSFT vs AMZNMSFT vs ORCLMSFT vs CRWV

See where Microsoft sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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