Microsoft — 供應鏈與商業關係

“Announced the NVIDIA Vera Rubin platform is ramping into full production with racks running at partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius.”

— NVDA 8-K，申報於 2026-08-26 EDGAR · 查看原始申報文件 ↗

“Expanded collaboration with Microsoft to deploy AMD Helios racks at scale on Azure to power frontier model inference.”

— AMD 8-K，申報於 2026-08-04 EDGAR · 查看原始申報文件 ↗

AMD 擴大與 Microsoft 的合作，在 Azure 大規模部署 AMD Helios 機架進行前沿模型推論。（以原文為準）

“Sunonwealth is a key supplier to the world's largest server brands, including DELL, HPE, Amazon AWS, Meta, and Microsoft.”

— Sunonwealth Electric Machine Annual report，申報於 2026-05-25 TWSE (中文正本之英文譯本) · 查看原始申報文件 ↗

Sunonwealth 是 Microsoft 的關鍵供應商。（以原文為準）

“Our key customers include … Microsoft,”

— SWKS 10-K，申報於 2025-11-07 EDGAR · 查看原始申報文件 ↗

Microsoft 是 Skyworks 的主要客戶之一。（以原文為準）

“Partnered with Microsoft to reinvent the Windows PC with NVIDIA RTX Spark™ — a 1-petaflop superchip with the full CUDA™ and NVIDIA RTX™ ecosystem.”

— NVDA 8-K，申報於 2026-08-26 EDGAR · 查看原始申報文件 ↗

“Created switch cable and open-sourced implementation with Microsoft to realize their vision for a highly reliable network-managed dual-ToR architecture”

— CRDO 10-K，申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗

Credo 與 Microsoft 共同開發了交換機電纜並開源實現。（以原文為準）

“Our Synopsys Cloud offering provides customers additional options for accessing our EDA products in their own cloud environments and in the industry’s first EDA Software-as-a-Service solution developed in partnership with Microsoft Azure.”

— SNPS 10-K，申報於 2025-12-22 EDGAR · 查看原始申報文件 ↗

Synopsys 與 Microsoft 合作開發了業界首個 EDA SaaS 解決方案，並在 Microsoft Azure 上提供。（以原文為準）

“Intel advanced its relationship with Microsoft through a collaboration with Windows ML and the integration of Intel vPro® manageability with Microsoft Intune.”

— INTC 8-K，申報於 2025-10-23 EDGAR · 查看原始申報文件 ↗

Intel 透過與 Windows ML 之合作及 Intel vPro® 管理性與 Microsoft Intune 之整合，深化其與 Microsoft 之關係。（以原文為準）

“Announced a new multi-year collaboration with Microsoft for custom chips that will power the next generation of Xbox devices including consoles, PCs, and handhelds”

— AMD 8-K，申報於 2025-08-05 EDGAR · 查看原始申報文件 ↗

AMD 宣布與 Microsoft 展開新的多年合作，開發將用於下一代 Xbox 裝置（包括遊戲主機、PC 與掌上型裝置）的客製化晶片。（以原文為準）

“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

— NVDA 10-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

NVIDIA 的競爭對手包括 Microsoft 等大型雲端服務公司。（以原文為準）

“companies developing their own custom silicon, including many hyperscalers such as Amazon, Google, Meta and Microsoft”

— INTC 10-K，申報於 2026-01-23 EDGAR · 查看原始申報文件 ↗

Intel 與 Microsoft 在客製化晶片開發方面是競爭對手。（以原文為準）

“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”

— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗

Microsoft 是 Cisco 的競爭者之一。（以原文為準）