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High Signal

Original illustration for High Signal

From the studioCodeVetter HeyPace PostTrainLLM Live All projects

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Microsoft Corporation (MSFT) — signals and market context — High Signal

MSFTUShyperscalerpublic

Microsoft Corporation

share

spillover graph 21

supplier 4customer 14peer 1competitor 2

relationship list

←CEGcustomer1.00
←AMZNcompetitor1.00
→GOOGLcompetitor0.90
←NVDAcustomer0.90
←ANETcustomer0.90
←CRDOcustomer0.80
←VRTsupplier

market consensus 10prediction-market quotes (latest)

35%Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030?manifold$2.7K
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
35%Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030?

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0.80

→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

manifold

$2.7K

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

35%Will Microsoft power its data center with SMR(Small Modular Reactor) by 2030?manifold$2.7K

27%Will Microsoft have at least one data center (partially) powered by a self-operated fission reactor before 2030?manifold$1.7K