Microsoft
Sells Microsoft 365 Copilot inside Office and Windows, and owns a large stake in OpenAI.
- Revenue
- 20M+ users (2025)
- Growth
- 30M paid Microsoft 365 Copilot seats in fiscal Q4 2026 (late July 2026), up 50% on the quarter before
- Based in
- Redmond, US
- Founded
- 1975
- Listed
- Public (MSFT)
It already sells to nearly every large company, so Copilot is added to contracts it holds.
Paid seats are still a small share of its commercial base, so adoption is early.
Money coming in
Who pays Microsoft, and for what.
Money going out
Who Microsoft pays to do what it does.
rents GPU capacity from CoreWeave on long contracts
chartmill.combuys dedicated AI capacity from Nebius's Vineland, New Jersey site
convergedigest.comuses tens of thousands of Lambda's Nvidia GB300 systems through a leasing deal
sacra.comHolds about 27 percent of OpenAI on an as-converted basis
om.co
Where it sits on the map
Microsoft's coding assistant
AI inside Office
Runs LinkedIn Learning and AI training programmes for schools, firms and workers.
Its Azure cloud rents AI computing to OpenAI and others, and it buys extra capacity from GPU clouds.
Owns about 27 percent of OpenAI and sells Azure cloud and Copilot tools that run on its models.
Hosts private model deployments inside a customer's Azure account, and sells its own Copilot and model services.
Sells Microsoft Fabric, a data platform that sits beside its Office and Azure products.
Sells Copilot Studio, its tool for building agents inside Microsoft 365 and Azure.
Competitors and neighbours
Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.
About $13B revenue in 2025, against about $34B of costs (reported)
Open profileMakes Claude and Claude Code, and is strongest with businesses and software builders.
Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)
Open profileBuilds its own AI models for writing software and licenses them to businesses.
Third-party estimates of $10M to $50M for 2025 (GetLatka says about $50M). Not company-disclosed
Open profileHosts web apps and runs AI Gateway, one endpoint for many model providers with no token markup.
About $340M run-rate (Apr 2026, reported)
Open profileBolt.new lets people build and run web apps from a prompt, inside the browser.
About $40M ARR (Mar 2025, Sacra estimate). No 2026 figure found
Open profileMakes Devin, an AI software engineer, and owns the Windsurf coding editor it bought in 2025.
About $492M ARR in 2026 (Tech Insider). A KuCoin headline says $900M ARR. Sources conflict
Open profileMakes Cursor, an AI code editor that writes and changes code for developers.
About $4B annualised revenue (early Jun 2026, reported). About 75% from enterprises (reported)
Open profileSells Droids, AI coding agents built for enterprise engineering teams.
About $60M annualised (Mar 2026, Sacra estimate), up from $5M at end 2025. The company has not published ARR
Open profileLets people describe an app in plain English and then builds, hosts and edits the software.
ARR about $400M by early 2026 and $500M by Jun 2026 (company statements and press reports, dates disputed)
Open profileSources: uctoday.com, nojitter.com, convergedigest.com, om.co, technologymagazine.com, gurufocus.com, axis-intelligence.com
The map updates three times a week.
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