CoreWeave → Microsoft
As of 2026-09-05, CoreWeave is a tracked supplier of Microsoft. CoreWeave is a leader in AI & Data Center (headquartered in United States); Microsoft is a niche in Design (Fabless) (headquartered in United States). CoreWeave has 15 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
CoreWeave (leader in AI & Data Center) is a tracked supplier of Microsoft (niche in Design (Fabless)). Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft and one of 15 tracked customers of CoreWeave.
Source: derived from both company records and the counted edges.
Concentration / risk note
CoreWeave is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
CoreWeave (supplier)
Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI.
Microsoft (customer)
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
Other tracked suppliers of Microsoft
Other tracked customers of CoreWeave
Cite as: wafergraph, “CoreWeave → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/coreweave/microsoft/ (data as of 2026-09-05).
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