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)
- 36%Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030?manifold$2.6K
- 27%Will Microsoft have at least one data center (partially) powered by a self-operated fission reactor before 2030?manifold$1.7K
- 20%Will MSFT acquire/merge with OpenAI by the end of 2027?manifold$261
- 5%In 2024, will OpenAI/Microsoft confirm plans to build a supercomputer like the rumored $100 billion "Stargate"?manifold$13.9Kresolved NO
- 36%Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030?manifold$2.6K
- 27%Will Microsoft have at least one data center (partially) powered by a self-operated fission reactor before 2030?manifold$1.7K
- 20%Will MSFT acquire/merge with OpenAI by the end of 2027?manifold$261
- 5%In 2024, will OpenAI/Microsoft confirm plans to build a supercomputer like the rumored $100 billion "Stargate"?manifold$13.9Kresolved NO
- 36%Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030?manifold$2.6K
- 27%Will Microsoft have at least one data center (partially) powered by a self-operated fission reactor before 2030?manifold$1.7K
recent signals
On 2026-08-12, security researcher Nightmare Eclipse publicly disclosed ShieldBreak, a new Windows zero-day affecting...
On 2026-08-12, security researcher Nightmare Eclipse publicly disclosed ShieldBreak, a new Windows zero-day affecting Windows 10, 11 (including 25H2), and Windows Server 2025.
Two Manifold prediction markets reflect growing investor expectations that Microsoft will deploy nuclear power for its...
Two Manifold prediction markets reflect growing investor expectations that Microsoft will deploy nuclear power for its data centers.
At OCP APAC 2026, Microsoft is signaling an aggressive expansion of its AI infrastructure through Taiwan-based...
At OCP APAC 2026, Microsoft is signaling an aggressive expansion of its AI infrastructure through Taiwan-based suppliers, covering the full stack from silicon to systems.
Microsoft's SEC XBRL fundamentals (10-K filed 2026-07-29) show FY revenue of $245.1B and net income of $88.1B.
Microsoft's SEC XBRL fundamentals (10-K filed 2026-07-29) show FY revenue of $245.1B and net income of $88.1B.
Two independent Manifold markets suggest Microsoft is increasingly expected to adopt nuclear power for its data...
Two independent Manifold markets suggest Microsoft is increasingly expected to adopt nuclear power for its data centers.
Manifold markets put a 36.36% probability on Microsoft powering a data center with an SMR by 2030 and a 27.48%...
Manifold markets put a 36.36% probability on Microsoft powering a data center with an SMR by 2030 and a 27.48% probability on Microsoft running at least one data center on a self-operated fission reactor before 2030.
Microsoft's 10-K filed 2026-07-29 shows revenue of $245.1B, net income of $88.1B, and total assets of $619.0B,...
Microsoft's 10-K filed 2026-07-29 shows revenue of $245.1B, net income of $88.1B, and total assets of $619.0B, confirming a large and profitable AI-era financial base (SEC XBRL).
A Hacker News post ( points to a Windows Central report stating that Microsoft's regulatory filings suggest around 70%...
A Hacker News post ( points to a Windows Central report stating that Microsoft's regulatory filings suggest around 70% of its AI revenue is concentrated on OpenAI.
Microsoft's FY2026 10-K (filed 2026-07-29) reports $245.1B revenue and $88.1B net income, but a Windows Central...
Microsoft's FY2026 10-K (filed 2026-07-29) reports $245.1B revenue and $88.1B net income, but a Windows Central analysis of Microsoft filings, flagged on Hacker News, says roughly 70% of Microsoft's AI revenue is concentrated on OpenAI.
Two Manifold markets assess Microsoft's future power sources.
Two Manifold markets assess Microsoft's future power sources.
Tom's Hardware reports that Microsoft has quietly removed 32GB RAM configuration recommendations from its website and...
Tom's Hardware reports that Microsoft has quietly removed 32GB RAM configuration recommendations from its website and has released Surface laptops with 8GB base models this year, explicitly tying the decision to the ongoing memory shortage.
The DataCenterDynamics article ( reports that Microsoft has detailed plans for a data center in Langley, UK.
The DataCenterDynamics article ( reports that Microsoft has detailed plans for a data center in Langley, UK.
Two Manifold markets indicate modest but non-trivial odds that Microsoft will adopt nuclear power for its data centers:...
Two Manifold markets indicate modest but non-trivial odds that Microsoft will adopt nuclear power for its data centers: 36.36% for SMRs by 2030 and 27.48% for a self-operated fission reactor before 2030.
Two Manifold markets indicate growing trader conviction that Microsoft will add nuclear power to its data center mix:...
Two Manifold markets indicate growing trader conviction that Microsoft will add nuclear power to its data center mix: Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030? is at 36.36% YES, and Will Microsoft have at least one data center (partially)...
Signal: MSFT FY2026 earnings beat, Azure acceleration and record backlog point to sustained AI infrastructure demand
Microsoft filed its FY2026 10-K on July 29, 2026, reporting revenue of $245.1B, net income of $88.1B, assets of $619B, and liabilities of $275.5B (SEC XBRL).
Microsoft's FY26 Q4 earnings delivered a major upside surprise, with Azure growing 39% year-over-year and Microsoft...
Microsoft's FY26 Q4 earnings delivered a major upside surprise, with Azure growing 39% year-over-year and Microsoft Cloud revenue exceeding $51.5 billion for the first time, according to Livemint.
Manifold markets show meaningful but not decisive odds that Microsoft will adopt nuclear power for data centers: 36.36%...
Manifold markets show meaningful but not decisive odds that Microsoft will adopt nuclear power for data centers: 36.36% for an SMR-powered data center by 2030 and 27.48% for at least one data center partially powered by a self-operated fission reactor before 2030.
Microsoft's fiscal Q4 2026 results (10-K filed 2026-07-29) show FY2026 revenue of $245.1B and net income of $88.1B,...
Microsoft's fiscal Q4 2026 results (10-K filed 2026-07-29) show FY2026 revenue of $245.1B and net income of $88.1B, with The Next Platform reporting Q4 revenue of ~$90B (+17.7% YoY) and net income of $35.77B (+31.3%).
Prediction markets show non-trivial probabilities that Microsoft will use nuclear power for data centers by 2030.
Prediction markets show non-trivial probabilities that Microsoft will use nuclear power for data centers by 2030.
Microsoft reported strong fiscal Q4 2026 results on July 29, 2026.
Microsoft reported strong fiscal Q4 2026 results on July 29, 2026.