# Who does Microsoft pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/microsoft · Facet: suppliers · Updated: 2026-10-10T02:41:15.840069+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Microsoft's confirmed suppliers/cost counterparties include Legrand, NVIDIA, WEC Energy Group plus 36 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 39 cost edges, backed by 49 dated sources, 13 of them primary filings (as of 2026-10-10).

### 르그랑 (high)  → /legrand.md
- metric: spend proxy €127M · 2023 · supplier revenue disclosed for customer-level CDP allocation
- note: Microsoft procures data-center power distribution equipment from Legrand's Starline brand; Legrand's CDP response gives EUR 127,062,998 as the allocation-basis revenue.
- [confirms] Legrand (EN, filing, published 2025-04-09) https://www.legrand.com/sites/default/files/Documents_PDF_Legrand/RSE/Legrand%20SA-09-04-2025_1744294240.pdf: "Legrand disclosed revenue through Starline as the customer-level CDP allocation basis."

### NVIDIA (high)  → /nvidia.md
- metric: Units 485,000 (est.) · CY2024 · Omdia estimate
- note: Nvidia’s largest Hopper GPU buyer: about 485k units (H100/H200) in 2024, roughly double the next biggest (Omdia estimate).
- [mentions] SEC / Microsoft (EN, filing, published 2025-07-30) https://www.sec.gov/Archives/edgar/data/789019/000095017025100235/msft-20250630.htm: "10-K: FY2025 cash capex of $64.6B (up 45% from $44.5B) reflects a surge in AI data-center and accelerator investment (vendors not named)."
- [confirms] heise online (EN, news, published 2024-12-19) https://www.heise.de/en/news/Microsoft-buys-most-Nvidia-accelerators-10215630.html: ""Microsoft purchased 485,000 Hopper GPUs, i.e. H100 and H200, in 2024," making it "by far Nvidia’s largest customer for AI accelerators.""
- [mentions] M Today (KO, news, accessed 2026-06-20) https://www.autodaily.co.kr/news/articleView.html?idxno=537428: "Microsoft says it will gradually replace the AMD and Nvidia chips it uses in data centers with its own silicon, confirming heavy current Nvidia GPU use."

### WEC 에너지 그룹 (high)  → /wec-energy-group.md
- metric: Count 2 projects · as of 2025-12-05 · WEC generation projects with disclosed Microsoft offtake agreements: Sapphire Sky and Hardin III
- note: Microsoft is the long-term power offtaker for the Sapphire Sky wind project and the Hardin III solar project, and the two contracts provide long-duration revenue support for WEC's non-utility energy infrastructure business.
- [confirms] SEC EDGAR (EN, filing, published 2025-12-05) https://www.sec.gov/Archives/edgar/data/783325/000078332525000068/a122025decemberfinal.htm: "Sapphire Sky ... Microsoft Corp - 12 years ... Hardin Solar III ... Microsoft Corp - 15 years"

### AMD (high)  → /amd.md
- note: Runs Azure OpenAI Service (GPT-3.5/4) and Copilot on AMD Instinct MI300X; offers ND MI300X v5 VMs.
- [confirms] AMD Investor Relations (EN, ir, published 2024-05-21) https://ir.amd.com/news-events/press-releases/detail/1198/amd-instinct-mi300x-accelerators-power-microsoft-azure-openai-service-workloads-and-new-azure-nd-mi300x-v5-vms: ""The AMD Instinct MI300X and ROCm software stack is powering the Azure OpenAI Chat GPT 3.5 and 4 services.""
- [confirms] Seoul Economic Daily (KO, news, accessed 2026-06-20) https://www.sedaily.com/article/13803160: "AMD names Microsoft, alongside OpenAI and Meta, among MI300X customers."

### TSMC (high)  → /tsmc.md
- note: Has its own Maia AI chips (Maia 100/200) fabricated at TSMC on N5 with CoWoS-S packaging; Maia 100 carries 64GB HBM2E.
- [confirms] ServeTheHome (EN, analysis, published 2024-08-26) https://www.servethehome.com/microsoft-maia-100-ai-accelerator-for-azure/: "Maia 100 is a "TSMC 5nm part" using "TSMC CoWoS-S" packaging with "64GB of HBM2E.""
- [confirms] M Today (KO, news, accessed 2026-06-20) https://www.autodaily.co.kr/news/articleView.html?idxno=537428: "Reports Microsoft will deploy its own inference chip, Maia 200, in 2026."

### 크레도 (high)  → /credo.md
- note: Purchases AI interconnect (AEC, PAM4) from Credo.
- [confirms] Quartz (EN, news, published 2025-01-01) https://qz.com/what-is-driving-credo-technology-s-growth-in-ai-interconnects: "Buys AI interconnect (AEC, PAM4) from Credo Technology."
- [confirms] SEC EDGAR (EN, filing, published 2024-06-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CRDO&type=10-K: "Buys AI interconnect (AEC, PAM4) from Credo Technology."

### Arista Networks (high)  → /arista.md
- note: Buys AI datacenter Ethernet switches from Arista Networks.
- [confirms] ITWorld (KO, news, published 2025-08-01) https://www.itworld.co.kr/article/3602986/: "Meta builds AI clusters on the 7700R4."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-18) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K: "10-K: Ethernet-switch revenue concentrated in MS and Meta."
- [confirms] Arista (EN, ir, published 2025-02-18) https://www.arista.com/en/company/news/press-release/21096-pr-20250218: "2024 revenue $7B (+19.5%); cloud titans 48%."

### Constellation Energy (high)  → /constellation-energy.md
- note: Sources datacenter power from Constellation nuclear under a 20-year PPA.
- [confirms] Edaily (KO, news, published 2024-09-21) https://edaily.co.kr/News/Read?mediaCodeNo=257&newsId=01528486639022416: "Sources datacenter power from Constellation nuclear under a 20-year PPA."
- [confirms] SEC EDGAR (EN, filing, published 2024-09-20) https://www.sec.gov/Archives/edgar/data/0001868275/000186827524000058/ceg-202409208kexh991.htm: "Sources datacenter power from Constellation nuclear under a 20-year PPA."

### OpenAI (high)  → /openai.md
- note: Microsoft is OpenAI’s largest investor (Azure, profit share).
- [confirms] CNBC (EN, news, published 2025-10-28) https://www.cnbc.com/2025/10/28/open-ai-for-profit-microsoft.html: "Microsoft is OpenAI's largest investor — 27% stake (~$135B) confirmed in the Oct 2025 for-profit restructuring."
- [mentions] SEC / Microsoft (EN, filing, published 2025-07-30) https://www.sec.gov/Archives/edgar/data/789019/000095017025100235/msft-20250630.htm: "Microsoft 10-K: discloses OpenAI investment and Azure partnership."

### IREN (high)  → /iren.md
- note: Rents GB300 AI cloud from IREN ($9.7B).
- [confirms] GlobeNewswire (EN, filing, published 2025-11-03) https://www.globenewswire.com/news-release/2025/11/03/3178993/0/en/IREN-Secures-9-7bn-AI-Cloud-Contract-with-Microsoft.html: "Rents GB300 AI cloud from IREN ($9.7B)."

### Nebius (high)  → /nebius.md
- note: Sources AI compute from Nebius ($17-19B).
- [confirms] SEC EDGAR (EN, filing, published 2025-11-01) https://www.sec.gov/Archives/edgar/data/0001513845/000110465925109806/tm2530882d1_ex99-2.htm: "Sources AI compute from Nebius ($17-19B)."

### Digital Realty (high)  → /digital-realty.md
- note: Leases hyperscale datacenters from Digital Realty.
- [confirms] Global Data Center Hub (EN, news, published 2025-08-01) https://www.globaldatacenterhub.com/p/digital-realty-q2-2025-9b-development: "Leases hyperscale datacenters from Digital Realty."

### 테이크투 인터랙티브 (high)  → /take-two-interactive.md
- note: Microsoft distributes and sells Take-Two's games digitally through Xbox Live and Xbox consoles, and individually represented more than 10% of Take-Two's total revenue in FY2026.
- [confirms] FactorsToday (EN, analysis, published 2026-08-21) https://www.factorstoday.com/research/TTWO: "Apple, Sony, Google and Microsoft each exceeded 10%."
- [confirms] SEC EDGAR (EN, filing, published 2026-05-22) https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm: "Microsoft ... more than 10.0%"
- [mentions] Kiwoom Securities Research Center (KO, research, published 2026-03-03) https://bbn.kiwoom.com/rfCC1395: "The report forecasts the combined PS5 and Xbox Series X/S installed base to reach 140 million by the end of 2026."

### 옥시덴탈 페트롤리엄 (mid)  → /occidental-petroleum.md
- metric: Count 500,000 metric_tonnes_CO2 · six years · Volume of DAC carbon removal credits Microsoft agreed to purchase from 1PointFive
- note: Microsoft agreed to buy 500,000 metric tons of direct-air-capture carbon removal credits from Occidental subsidiary 1PointFive over six years, but the contract value was not disclosed.
- [confirms] Oil and Gas Climate Initiative (EN, research, published 2025-10-17) https://www.ogci.com/wp-content/uploads/2025/10/251017_OGCI_ProgressReport2025_V21.2.pdf: "Microsoft, Amazon, Airbus and other large companies have entered into agreements to purchase CDR credits from STRATOS."
- [confirms] Business Post (KO, news, published 2024-07-10) https://www.businesspost.co.kr/BP?command=article_view&num=358438: "Microsoft signed an agreement to buy 500,000 tons of credits from Occidental subsidiary 1PointFive."
- [confirms] Occidental Petroleum (EN, ir, published 2024-07-09) https://www.oxy.com/news/news-releases/1pointfive-announces-agreement-to-sell-500000-metric-tons-of-direct-air-capture-carbon-removal-credits-to-microsoft/: "an agreement with Microsoft to sell 500,000 metric tons of carbon dioxide removal credits over six years"

### Brookfield (mid)  → /brookfield.md
- metric: Amount 10.5 GW · 2026-2030 · renewable procurement framework
- note: Microsoft procures 10.5 GW of renewable power from Brookfield across the US and Europe in 2026-2030 under a framework worth more than $10 billion, to power its AI data centers.
- [confirms] GlobeNewswire (EN, ir, published 2024-05-01) https://www.globenewswire.com/news-release/2024/05/01/2873042/0/en/Brookfield-and-Microsoft-Collaborating-to-Deliver-Over-10-5-GW-of-New-Renewable-Power-Capacity-Globally.html: "Microsoft will source over 10.5 GW of renewables from Brookfield across the US and Europe in 2026-2030 to meet its 100% carbon-free power goal and data center demand."

### Seagate (mid)  → /seagate.md
- note: Seagate nearline HDDs for AI data storage.
- [confirms] AlphaStreet (EN, research, published 2026-01-01) https://news.alphastreet.com/seagate-stx-has-an-ai-storage-capacity-story-bigger-than-the-old-pc-drive-label/: "Seagate nearline HDDs for AI data storage."

### Astera Labs (mid)  → /astera-labs.md
- note: A key hyperscaler customer buying PCIe/Ethernet retimers and fabric connectivity directly (concentrated customer base).
- [confirms] SEC EDGAR (EN, filing, published 2026-02-10) https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm: "Astera Labs’ 10-K lists Microsoft among the concentrated hyperscaler customers buying its retimers and fabric directly."

### Intel (mid)  → /intel.md
- note: Buys Intel Xeon CPUs for Azure servers; the ND MI300X v5 VM uses 4th-gen Xeon as host CPU.
- [mentions] AMD Investor Relations (EN, ir, published 2024-05-21) https://ir.amd.com/news-events/press-releases/detail/1198/amd-instinct-mi300x-accelerators-power-microsoft-azure-openai-service-workloads-and-new-azure-nd-mi300x-v5-vms: "The ND MI300X v5 series pairs 8 MI300X GPUs with "two 4th Gen Intel Xeon Scalable processors.""

### Marvell (mid)  → /marvell.md
- note: Cited as a hyperscaler custom-silicon partner (specific program and volume undisclosed); attribution kept cautious.
- [mentions] Korea Economic Daily (KO, news, published 2026-04-14) https://www.hankyung.com/article/2026041405651: "Reports Marvell supplies custom AI silicon to hyperscalers (no public attribution to a specific Maia program)."

### Quanta (mid)  → /quanta.md
- note: Sources GB200 AI servers from Quanta.
- [confirms] TweakTown (EN, news, published 2024-08-01) https://www.tweaktown.com/news/98852/nvidias-new-gb200-ai-servers-led-by-foxconn-with-40-and-quanta-30-ships-in-q3-2024/index.html: "Sources GB200 AI servers from Quanta."

### Foxconn (Hon Hai) (mid)  → /foxconn.md
- note: Orders GB200 AI racks for Azure (Foxconn-assembled).
- [confirms] CNBC (EN, news, published 2025-12-05) https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html: "Orders GB200 AI racks for Azure (Foxconn-assembled)."

### Western Digital (mid)  → /western-digital.md
- note: WDC nearline for AI-datacenter mass storage.
- [confirms] MLQ (EN, news, published 2026-01-01) https://mlq.ai/news/v2/western-digitals-2026-hdd-production-is-sold-out-as-ai-data-centers-drive-record-results/: "WDC nearline for AI-datacenter mass storage."

### CoreWeave (mid)  → /coreweave.md
- note: Rents GPU-cloud compute from CoreWeave.
- [confirms] ZDNet Korea (KO, news, published 2025-09-16) https://zdnet.co.kr/view/?no=20250916175927: "Rents GPU-cloud compute from CoreWeave."

### IonQ (mid)  → /ionq.md
- note: Hosts IonQ QPUs on Azure Quantum.
- [confirms] Quantum Zeitgeist (EN, research, published 2026-01-01) https://quantumzeitgeist.com/top-trapped-ion-quantum-computing-companies/: "Hosts IonQ QPUs on Azure Quantum."

### Wiwynn (mid)  → /wiwynn.md
- note: Supplies AI servers to Microsoft (Wiwynn ODM).
- [confirms] TrendForce (EN, research, published 2025-05-05) https://www.trendforce.com/news/2025/05/05/news-microsoft-meta-ramp-up-ai-spend-lifting-nvidias-taiwanese-odm-partners-foxonn-quanta-and-wiwynn/: "Supplies AI servers to Microsoft (Wiwynn ODM)."

### Eaton (mid)  → /eaton.md
- note: Sources datacenter power/UPS from Eaton.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-30) https://www.sec.gov/Archives/edgar/data/0001551182/000155118225000033/etn09302025exhibit99.htm: "Sources datacenter power/UPS from Eaton."
- [confirms] TheElec (KO, news, published 2024-01-01) https://www.thelec.kr/news/articleView.html?idxno=21516: "Sources datacenter power/UPS from Eaton."

### Schneider Electric (mid)  → /schneider-electric.md
- note: Sources datacenter power/cooling from Schneider.
- [confirms] Schneider Electric (EN, filing, published 2026-04-30) https://www.se.com/ww/en/assets/pdf/release-q1-revenues-2026: "Sources datacenter power/cooling from Schneider."
- [confirms] DCD (EN, news, published 2025-09-01) https://www.datacenterdynamics.com/en/news/schneider-electric-co-develops-gb200-nvl72-reference-architecture-with-nvidia/: "Sources datacenter power/cooling from Schneider."

### GE Vernova (mid)  → /ge-vernova.md
- note: Sources datacenter power/grid gear from GE Vernova.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-01) https://www.sec.gov/Archives/edgar/data/1996810/000199681026000051/gev_arx2025xwo9xarsxedgarx.pdf: "Sources datacenter power/grid gear from GE Vernova."
- [confirms] ValueDeepDive (KO, research, published 2026-01-01) https://valuedeepdive.com/ge-vernova-gev-stock-analysis-ai-power-infrastructure/: "Sources datacenter power/grid gear from GE Vernova."

### Vertiv (mid)  → /vertiv.md
- note: Sources datacenter power/cooling from Vertiv.
- [confirms] Vertiv (EN, news, published 2024-10-17) https://www.vertiv.com/en-emea/about/news-and-insights/news-releases/vertiv-codevelops-with-nvidia-complete-power-and-cooling-blueprint-for--nvidia-gb200-nvl72-platform/: "Sources datacenter power/cooling from Vertiv."

### Ciena (mid)  → /ciena.md
- note: Sources inter-datacenter optical (DCI) from Ciena.
- [confirms] Ciena KR (KO, ir, published 2026-01-01) https://www.ciena.kr/solutions/global-data-center-interconnect-networking: "Sources inter-datacenter optical (DCI) from Ciena."

### Caterpillar (mid)  → /caterpillar.md
- note: Sources datacenter backup power from Caterpillar and others.
- [confirms] Manufacturing Dive (EN, news, published 2026-04-30) https://www.manufacturingdive.com/news/caterpillar-triple-power-generation-capacity-raises-2030-targets-q1-2026-earnings/819078/: "Sources datacenter backup power from Caterpillar and others."

### Cummins (mid)  → /cummins.md
- note: Backup gensets to Microsoft datacenters.
- [confirms] Manufacturing Dive (EN, news, published 2026-04-30) https://www.manufacturingdive.com/news/caterpillar-triple-power-generation-capacity-raises-2030-targets-q1-2026-earnings/819078/: "Backup gensets to Microsoft datacenters."

### Super Micro (mid)  → /super-micro.md
- note: AI servers to Microsoft.
- [confirms] Manufacturing Dive (EN, news, published 2026-04-30) https://www.manufacturingdive.com/news/caterpillar-triple-power-generation-capacity-raises-2030-targets-q1-2026-earnings/819078/: "AI servers to Microsoft."

### Sumitomo Electric (mid)  → /sumitomo-electric.md
- note: Optical fiber/cable to Microsoft datacenters.
- [confirms] Manufacturing Dive (EN, news, published 2026-04-30) https://www.manufacturingdive.com/news/caterpillar-triple-power-generation-capacity-raises-2030-targets-q1-2026-earnings/819078/: "Optical fiber/cable to Microsoft datacenters."

### ABB (mid)  → /abb.md
- note: Datacenter electrification to Microsoft.
- [confirms] Manufacturing Dive (EN, news, published 2026-04-30) https://www.manufacturingdive.com/news/caterpillar-triple-power-generation-capacity-raises-2030-targets-q1-2026-earnings/819078/: "Datacenter electrification to Microsoft."

### Equinix (mid)  → /equinix.md
- note: Leases AI-datacenter space from Equinix and others.
- [confirms] MarketWise (EN, research, published 2026-01-01) https://marketwise.com/investing/best-data-center-reits-ai-infrastructure/: "Leases AI-datacenter space from Equinix and others."

### 오토매틱 데이터 프로세싱 (mid)  → /automatic-data-processing.md
- note: Microsoft's global payroll organization uses ADP as a key external vendor for employee payroll operations. The contract value is not disclosed.
- [confirms] ADP ReThink Quarterly (EN, news, published 2023-08-15) https://rethinkq.adp.com/jennifer-collins-microsoft-payroll/: "Our payroll team members need to apply relationship-building skills with our key vendors, like ADP."

### 3M (mid)  → /3m.md
- note: Microsoft is the first publicly announced hyperscale customer to deploy 3M's Expanded Beam Optical technology in Azure data centers, but the sales or licensing value was not disclosed.
- [confirms] Electronic Times (KO, news, published 2026-07-16) https://www.etnews.com/20260716000008: "Microsoft will become the first publicly announced hyperscale cloud provider to adopt 3M EBO technology."
- [confirms] 3M Investor Relations (EN, ir, published 2026-07-15) https://investors.3m.com/news-events/press-releases/detail/1937/3m-and-microsoft-announce-strategic-partnership-to-advance: "Microsoft's Azure Cloud and AI Infrastructure will become the first announced hyperscale cloud provider to deploy 3M's Expanded Beam Optical technology."
- [mentions] Grand View Research (EN, research, published 2026-07-01) https://www.grandviewresearch.com/industry-analysis/fiber-optic-connectors-foc-industry: "SENKO Advanced Products collaborated with 3M and Molex to launch the MPO EBO EZ-WAY connector."

### 익스피디아 그룹 (mid)  → /expedia-group.md
- note: Microsoft uses Expedia Group's Rapid API and travel inventory for lodging shopping and booking through Bing across 16 markets, while partner-specific revenue has not been disclosed.
- [confirms] Expedia Group (EN, ir, published 2024-10-29) https://ir.expediagroup.com/news-and-events/news/news-details/2024/Expedia-Group-and-Microsoft-Bing-Launch-New-Strategic-Partnership-Offering-Travelers-Additional-Loyalty-Perks/default.aspx: "Through Rapid API, Microsoft Bing users benefit from Expedia Group’s seamless end-to-end booking experience."

### 메모리·HBM (SK하이닉스·삼성·마이크론) (low)
- note: Buys server DRAM/SSD and Maia HBM2E from the three memory makers (specific supplier and volume undisclosed).
- [mentions] ServeTheHome (EN, analysis, published 2024-08-26) https://www.servethehome.com/microsoft-maia-100-ai-accelerator-for-azure/: "Maia 100 uses 64GB of HBM2E (HBM supplied by SK hynix, Samsung and Micron)."

Reverse side: https://valuechain.wiki/microsoft/customers.md · Ripple: https://valuechain.wiki/microsoft/ripple.md

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Full node: https://valuechain.wiki/microsoft.md · JSON: https://valuechain.wiki/microsoft.json