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MSFTUShyperscalerpublic

Microsoft Corporation

spillover graph 21

relationship list

  • CEGcustomer1.00
  • AMZNcompetitor1.00
  • GOOGLcompetitor0.90
  • NVDAcustomer0.90
  • ANETcustomer0.90
  • CRDOcustomer0.80
  • VRTsupplier0.80
  • CRWVcustomer0.70
  • FNcustomer0.70
  • ETNsupplier0.70
  • CRWVcustomer0.70
  • NBIScustomer0.70
  • AMDcustomer0.60
  • MRVLcustomer0.60
  • COHRcustomer0.60
  • LITEcustomer0.60
  • GEVsupplier0.60
  • TSMcustomer0.50
  • VSTcustomer0.50
  • PWRsupplier0.50
  • ORCLpeer0.50

market consensus 10prediction-market quotes (latest)

recent signals

2026-05-31·MSFT·ai pricing pressure
not priced inmedneutral

GitHub Copilot usage billing turns AI coding cost predictability into a product wedge

What changed GitHub's own billing documentation says Copilot moves from request-based billing to usage-based billing on June 1, 2026, with monthly GitHub AI Credits replacing the old request model.

spilloverANTHROPICOPENAI
window 30devidence 3MSFT $450.24 / 45d n/a
2026-05-28·MSFT·ai adoption slowdown forecast
not priced inlowdown

Gartner published a forecast on May 28, 2026, stating that most generative AI and custom model projects will be a bust,...

Gartner published a forecast on May 28, 2026, stating that most generative AI and custom model projects will be a bust, advising enterprises to look to China for success.

spilloverAMZNGOOGLNVDAAMDTSM
window 60devidence 28MSFT $450.24 / 45d n/a
2026-05-27·MSFT·restructuring
not priced inlowup

Microsoft has restructured its leadership hierarchy to accelerate AI decision-making across its businesses, according...

Microsoft has restructured its leadership hierarchy to accelerate AI decision-making across its businesses, according to a report from DigiTimes (source: Digitimes).

spilloverAMZNGOOGL
window 30devidence 25MSFT $450.24 / 45d n/a
2026-05-26·MSFT·legal risk
not priced inlowdown

A prediction market on Manifold estimates a 24.69% probability that the New York Times copyright case against OpenAI...

A prediction market on Manifold estimates a 24.69% probability that the New York Times copyright case against OpenAI and Microsoft will be heard by the U.S.

spilloverAMZNGOOGL
window 60devidence 3MSFT $450.24 / 45d n/a
2026-05-24·MSFT·power ppa
not priced inlowup

A prediction market on Manifold (source) indicates a 36% probability that Microsoft will power its data centers with...

A prediction market on Manifold (source) indicates a 36% probability that Microsoft will power its data centers with small modular reactors (SMRs) by 2030.

window 60devidence 3MSFT $450.24 / 45d n/a
2026-05-22·MSFT·regulatory change
not priced inlowdown

A prediction market on Manifold ( as of 2026-05-22 indicates a 25.89% probability that the New York Times copyright...

A prediction market on Manifold ( as of 2026-05-22 indicates a 25.89% probability that the New York Times copyright case against OpenAI and Microsoft will be heard by the U.S.

spilloverAMZNGOOGL
window 15devidence 3MSFT $450.24 / 45d n/a
2026-05-21·MSFT·partnership
not priced inlowup

Microsoft and EY announced a $1 billion partnership to help clients adopt AI technologies (Bloomberg).

Microsoft and EY announced a $1 billion partnership to help clients adopt AI technologies (Bloomberg).

spilloverNVDAAMD
window 30devidence 2MSFT $450.24 / 45d n/a
2026-04-17·MSFT·data center announcement
not priced inmedup

Microsoft has taken over OpenAI's Stargate data center in Norway, signaling a major expansion of its AI infrastructure...

Microsoft has taken over OpenAI's Stargate data center in Norway, signaling a major expansion of its AI infrastructure Source 1 Source 4.

spilloverNVDATSM
window 30devidence 5MSFT $450.24 / 45d n/a
2026-03-29·MSFT·capex change hyperscaler
not priced inhighup

Microsoft is taking over a stalled Texas AI data center expansion project previously initiated by OpenAI, signaling a...

Microsoft is taking over a stalled Texas AI data center expansion project previously initiated by OpenAI, signaling a material acceleration in hyperscaler capex to secure AI infrastructure capacity.

spilloverTSMAVGONVDA
window 45devidence 15MSFT $450.24 / 45d n/a
2026-03-29·MSFT·data center announcement
not priced inmedup

Microsoft has taken over a Texas AI data center expansion project after OpenAI backed away, as reported by multiple...

Microsoft has taken over a Texas AI data center expansion project after OpenAI backed away, as reported by multiple sources including Tyn Magazine, Arkansas Democrat-Gazette, and Fortune.

spilloverAMZNGOOGL
window 30devidence 15MSFT $450.24 / 45d n/a
2026-03-29·MSFT·data center announcement
not priced inhighup

Multiple sources (tynmagazine.com, arkansasonline.com, kob.com) report that Microsoft is taking over a Texas AI data...

Multiple sources (tynmagazine.com, arkansasonline.com, kob.com) report that Microsoft is taking over a Texas AI data center expansion project after OpenAI backed away.

spilloverAMZNGOOGL
window 60devidence 15MSFT $450.24 / 45d n/a