Cloud and compute · Starter · Team Microsoft and OpenAI
Azure, Office, GitHub and a large stake in OpenAI.
From the Atlas key figure: Azure and other cloud services grew 43% in the quarter to June 2026. Microsoft Cloud revenue $59.3bn in the quarter (secondary reports). Commercial backlog reported at $678bn. Source: redmondmag.com.
Azure, Office, GitHub and a large stake in OpenAI.
Key figure Azure and other cloud services grew 43% in the quarter to June 2026. Microsoft Cloud revenue $59.3bn in the quarter (secondary reports). Commercial backlog reported at $678bn.
Why it leads Sells cloud into customers who already run its software, and holds a large OpenAI stake.
What could change it Capacity to serve the backlog.
reported redmondmag.comKey figure Over 30 million paid Microsoft 365 Copilot seats (July 2026, from 15 million in January). GitHub Copilot at 50 million users, as reported on the call.
Why it leads Sells the agents to customers who already pay for its software.
What could change it Net seat additions are doubling each quarter, which still has to show up as usage.
reported techcrunch.comKey figure Reported as intensifying competitive pressure on CrowdStrike and others (secondary).
Why it may rise Bundles security into licences customers already hold.
What could change it Customers preferring a specialist after a breach.
reported kucoin.com20-year agreement to restart the Crane nuclear plant in 2027. nuclearnewsnetwork.com
On the map
About $17.4bn through 2031 for dedicated GPU capacity, rising to about $19.4bn if Microsoft buys more, subject to delivery of the promised capacity. sec.gov
On the map
Google's cloud grew 82% against Azure's 43% in the latest quarter (secondary reports). cryptobriefing.com
On the map
Reported to be intensifying competition in endpoint and identity. kucoin.com
On the map
Microsoft's results included a $3.2bn gain tied to its Anthropic investment. aa.com.tr
On the map
Participated in the 2026 round, amount undisclosed. Large Azure and Oracle commitments sit alongside it. finance.yahoo.com
On the mapNo. 1 of 17 rated in Software
No. 1 of 12 rated in Security
Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.
