Applied Digital → Microsoft
As of 2026-09-05, Applied Digital is a tracked supplier of Microsoft. Applied Digital is a challenger in AI & Data Center (headquartered in United States); Microsoft is a niche in Design (Fabless) (headquartered in United States). Applied Digital has 5 tracked customers; Microsoft has 80 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Applied Digital (challenger in AI & Data Center) is a tracked supplier of Microsoft (niche in Design (Fabless)). AI data-center developer and GPU cloud (HPC hosting) provider. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft and one of 5 tracked customers of Applied Digital.
Source: derived from both company records and the counted edges.
The two companies
Applied Digital (supplier)
AI data-center developer and GPU cloud (HPC hosting) provider.
Microsoft (customer)
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
Other tracked suppliers of Microsoft
Other tracked customers of Applied Digital
Cite as: wafergraph, “Applied Digital → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/applied_digital/microsoft/ (data as of 2026-09-05).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly