What Microsoft makes for data centers
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Also listed: PPA
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
4 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscaler custom ASICs | manufacturer | inferred | Alphabet (Google), Alchip, Amazon (AWS), Broadcom, Marvell, MediaTek | Maia |
| DPUs | in house | inferred | AMD, Intel, Marvell, Nvidia | in-house |
| Hyperscaler Arm CPUs | manufacturer | inferred | Alphabet (Google), Amazon (AWS) | Cobalt |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Hyperscalers, neoclouds & model labs | operator | inferred | Alphabet (Google), Alibaba, Amazon (AWS), Apple, Baidu, KT |
Disclosed customers
Latest feed
- Microsoft’s Maia 200 AI Accelerator at Hot Chips 2026 — ServeTheHome, 2026-08-25Microsoft unveiled details about Maia 200, a second-generation AI accelerator designed for server inference, at the Hot Chips 2026 conference.
- Microsoft to Deploy Next-Gen AMD Instinct and AMD EPYC Processors as the Companies Expand Their Long-Term Strategic Partnership — newsroom:amd, 2026-07-20Microsoft announced the deployment of next-generation AMD Instinct accelerators and AMD EPYC CPUs to continue its strategic partnership with AMD.