AsOf

AI trends

Deals · Microsoft in AI

Microsoft's records read together: github, github-copilot, microsoft, microsoft-365, microsoft-azure, microsoft-copilot · all companies

Every investment, acquisition, partnership, customer, agreement and expansion. Counted from the record's checked claims, one column per quarter since 2023 (the columns count every company; the list below is this one's). /trends/deals.md

562
2023 Q12026 Q4*
By quarter
2026 Q4*91
2026 Q3133
2026 Q2119
2026 Q140
2025 Q463
2025 Q326
2025 Q216
2025 Q115
2024 Q417
2024 Q313
2024 Q27
2024 Q13
2023 Q45
2023 Q34
2023 Q26
2023 Q14

1–11 of 11 AI claims of Microsoft since 2023, newest first

2026-07-20valid
Microsoft Azure · partnership · AMD
Microsoft Azure partnership: AMD, claim clm_4711C0299184 · valid · 1 source (1 primary) · conf 0.70
2026-06-22valid
Microsoft · expanded · 2 GW datacenter capacity
Microsoft expanded: 2 GW datacenter capacity, claim clm_B9C7D5B14999 · valid · 1 source (1 primary) · conf 0.70
2026-03-09valid
Microsoft Copilot adopted: Claude, claim clm_9EDDEAB14FED · valid · 1 source (1 primary) · conf 0.70
2026-01-05valid
Microsoft · acquired · Osmos
Microsoft acquired: Osmos, claim clm_A961A69FA153 · valid · 1 source (1 primary) · conf 0.70
2025-11-18valid
Microsoft · investment · Anthropic
Microsoft investment: Anthropic, claim clm_5B8F850C9FAF · valid · 1 source (1 primary) · conf 0.70
2025-11-18unverified
2025-11-12valid
Microsoft · office · Atlanta, Georgia datacenter
Microsoft office: Atlanta, Georgia datacenter, claim clm_84AC457DAAD3 · valid · 1 source (1 primary) · conf 0.70
2025-09-02valid
Microsoft · partnership · US General Services Administration
2024-10-21valid
Microsoft 365 · customer · Finastra
Microsoft 365 customer: Finastra, claim clm_1E8733918322 · valid · 1 source (1 primary) · conf 0.70
2024-10-21valid
Microsoft 365 · customer · Honeywell
Microsoft 365 customer: Honeywell, claim clm_5A3EFCA07059 · valid · 1 source (1 primary) · conf 0.70
2024-10-21valid
Microsoft 365 · customer · Lumen Technologies
Microsoft 365 customer: Lumen Technologies, claim clm_EB0CC3C6FCBD · valid · 1 source (1 primary) · conf 0.70