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MSFTUShyperscalerpublic

Microsoft Corporation

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  • AMZNcompetitor1.00
  • GOOGLcompetitor0.90
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  • CRDOcustomer0.80
  • VRTsupplier0.80
  • CRWVcustomer0.70
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  • ORCLpeer0.50

market consensus 10prediction-market quotes (latest)

recent signals

2026-07-15·MSFT·security risk
not priced inlowdown

On July 14, 2026, Ars Technica reported that researchers at ESET discovered a method to bypass UEFI Secure Boot using...

On July 14, 2026, Ars Technica reported that researchers at ESET discovered a method to bypass UEFI Secure Boot using old, unrevoked shim binaries signed by Microsoft.

spilloverAMZNGOOGLORCL
window 14devidence 14MSFT $384.93 / 45d n/a
2026-07-14·MSFT·data center announcement
not priced inlowup

On July 14, 2026, Bloomberg reported that Pure DC is building an AI data center in Finland and has secured a deal with...

On July 14, 2026, Bloomberg reported that Pure DC is building an AI data center in Finland and has secured a deal with Microsoft (source).

spilloverNVDAAVGOMRVL
window 90devidence 11MSFT $384.93 / 45d n/a
2026-07-12·MSFT·data center buildout
not priced inmedneutral

Microsoft's 2026 Environmental Sustainability Report, released July 9, 2026, shows a 25% increase in emissions for...

Microsoft's 2026 Environmental Sustainability Report, released July 9, 2026, shows a 25% increase in emissions for fiscal 2025, driven primarily by rapid data center expansion for cloud and AI.

spilloverNVDAAMDTSMAVGOMRVL
window 60devidence 10MSFT $384.93 / 45d n/a
2026-07-11·MSFT·new product launch
not priced inmedup

Microsoft has released Flint, a visualization language for AI agents, as announced on Hacker News on July 8, 2026.

Microsoft has released Flint, a visualization language for AI agents, as announced on Hacker News on July 8, 2026.

spilloverGOOGLAMZNNVDA
window 45devidence 10MSFT $384.93 / 45d n/a
2026-07-10·MSFT·grid constraint
not priced inmeddown

Microsoft's 2026 sustainability report reveals a 25% increase in carbon emissions in 2025, totaling 34 million metric...

Microsoft's 2026 sustainability report reveals a 25% increase in carbon emissions in 2025, totaling 34 million metric tons 'without select interventions.' The rise is 'driven primarily by the expansion of our datacenter infrastructure,' according to the report.

spilloverAMZNGOOGLNVDATSM
window 45devidence 16MSFT $384.93 / 45d n/a
2026-07-09·MSFT·sovereign ai announcement
not priced inmedup

Microsoft is deepening its AI ties with the UAE, automating government work through AI agents built on its platform.

Microsoft is deepening its AI ties with the UAE, automating government work through AI agents built on its platform.

spilloverNVDAAMDTSM
window 60devidence 12MSFT $384.93 / 45d n/a
2026-07-08·MSFT·restructuring
not priced inmeddown

Microsoft announced a 4,800-person layoff (just over 2% of its workforce) centered on its Xbox division (3,200 jobs...

Microsoft announced a 4,800-person layoff (just over 2% of its workforce) centered on its Xbox division (3,200 jobs cut) and a smaller reduction in its commercial business, per CNBC (source) and the Financial Times (source).

spilloverNVDAAMZNGOOGL
window 30devidence 19MSFT $384.93 / 45d n/a
2026-07-04·MSFT·power ppa
not priced inhighup

National Grid Ventures (NGV) acquired a 35% stake in Joulent for $1.75 billion to support the development of Project...

National Grid Ventures (NGV) acquired a 35% stake in Joulent for $1.75 billion to support the development of Project Kilby, a 2.67GW natural gas plant in Texas that will power Microsoft's planned 2GW data center under a 20-year PPA.

spilloverNVDAAMZNGOOGLTSM
window 60devidence 8MSFT $384.93 / 45d n/a
2026-07-03·MSFT·ai hiring surge
not priced inlowup

Microsoft is making a significant AI talent investment, reportedly launching a 6,000-person AI hiring push according to...

Microsoft is making a significant AI talent investment, reportedly launching a 6,000-person AI hiring push according to a Bloomberg video report on July 2, 2026 source.

spilloverNVDAAMZNGOOGLORCLTSM
window 30devidence 25MSFT $384.93 / 45d n/a
2026-07-02·MSFT·data center announcement
not priced inmedup

Microsoft is moving forward with a 72MW data center proposal at Thames Valley Park in Reading, UK, replacing office...

Microsoft is moving forward with a 72MW data center proposal at Thames Valley Park in Reading, UK, replacing office buildings it previously occupied.

spilloverAMZNGOOGLNVDAAMDAVGOMRVL
window 60devidence 11MSFT $384.93 / 45d n/a
2026-07-01·MSFT·data center announcement
not priced inlowup

According to a DataCenterDynamics article published June 30, 2026, Ionic Digital has secured $400 million in equity...

According to a DataCenterDynamics article published June 30, 2026, Ionic Digital has secured $400 million in equity investment led by Attestor, Oaktree, and others.

spilloverNVDAAMZNGOOGL
window 30devidence 9MSFT $384.93 / 45d n/a
2026-06-30·MSFT·power ppa
not priced inlowup

A Manifold prediction market shows a 36.36% probability that Microsoft will power its data centers with Small Modular...

A Manifold prediction market shows a 36.36% probability that Microsoft will power its data centers with Small Modular Reactors (SMRs) by 2030.

spilloverAMZNGOOGL
window 60devidence 3MSFT $384.93 / 45d n/a
2026-06-27·MSFT·ip lawsuit
not priced inmeddown

The New York Times filed a motion to amend its copyright complaint against Microsoft and OpenAI, alleging that...

The New York Times filed a motion to amend its copyright complaint against Microsoft and OpenAI, alleging that Microsoft actively encouraged copyright infringement by building a bespoke supercomputing system for OpenAI.

spilloverNVDAAMDAVGOGOOGLAMZN
window 10devidence 8MSFT $384.93 / 45d n/a
2026-06-27·MSFT·prediction market odds
not priced inlowneutral

Three prediction market contracts on Manifold Markets indicate speculative sentiment regarding Microsoft's future AI...

Three prediction market contracts on Manifold Markets indicate speculative sentiment regarding Microsoft's future AI infrastructure moves.

window 30devidence 3MSFT $384.93 / 45d n/a
2026-06-24·MSFT·data center announcement
not priced inlowneutral

On June 23, 2026, a report indicated that a shuttered incinerator near Chicago (13400 S Kedzie Ave in Robbins) is...

On June 23, 2026, a report indicated that a shuttered incinerator near Chicago (13400 S Kedzie Ave in Robbins) is attracting interest from data center developers, with the site owner noting a model of three buildings could have one owner and one tenant like Microsoft (MSFT).

window 60devidence 6MSFT $384.93 / 45d n/a
2026-06-23·MSFT·power ppa
not priced inhighup

Microsoft has signed a 20-year power purchase agreement with Chevron to supply electricity to a new data center in...

Microsoft has signed a 20-year power purchase agreement with Chevron to supply electricity to a new data center in Texas, as reported by Bloomberg and the Financial Times on June 22, 2026 (Bloomberg, FT).

spilloverNVDAAMDTSMAVGO
window 30devidence 12MSFT $384.93 / 45d n/a
2026-06-22·MSFT·power ppa
not priced inmedup

Microsoft has signed a 20-year power purchase agreement with Chevron to supply natural-gas-fired electricity for a...

Microsoft has signed a 20-year power purchase agreement with Chevron to supply natural-gas-fired electricity for a proposed West Texas data center, which could be one of the largest in the US (Bloomberg, WSJ).

spilloverAVGONVDAAMZN
window 60devidence 8MSFT $384.93 / 45d n/a
2026-06-19·MSFT·data center announcement
not priced inlowup

Microsoft has broken ground on a new data center campus in La Porte, Indiana, as reported by Data Center Dynamics on...

Microsoft has broken ground on a new data center campus in La Porte, Indiana, as reported by Data Center Dynamics on June 18, 2026 (source).

spilloverNVDAAMDTSMAVGOMRVL
window 30devidence 7MSFT $384.93 / 45d n/a
2026-06-18·MSFT·ai inference demand uptick
not priced inlowup

Microsoft is making significant AI inroads in China by selling OpenAI models, according to a Bloomberg report (source:...

Microsoft is making significant AI inroads in China by selling OpenAI models, according to a Bloomberg report (source: This expansion implies increased inference compute workloads, which require high-end GPUs and networking silicon.

spilloverNVDAAMDAVGOTSM
window 45devidence 7MSFT $384.93 / 45d n/a
2026-06-17·MSFT·prediction market signal
not priced inlowneutral

Three prediction market questions on Manifold Markets suggest low-probability but consequential future moves for...

Three prediction market questions on Manifold Markets suggest low-probability but consequential future moves for Microsoft (MSFT) in AI infrastructure and partnership strategy.

spilloverNVDAAMD
window 90devidence 3MSFT $384.93 / 45d n/a