FEATURED — FULL NOTE
MicrosoftMSFT
LAYER: HYPERSCALERS & CLOUDS · PUBLIC
OpenAI's foundational partner (multiyear, multibillion investment since 2019-23; terms reaffirmed Oct 2025); Azure is the deployment surface.
2026 · OpenAI/Microsoft statement
SAME LAYER: HYPERSCALERS & CLOUDS
AmazonAlphabet / GoogleMetaOracleIBMSalesforceSAPTesla/xAI compute (private build)Apple (AAPL — on-device + Private Cloud Compute)
INFORMATIONAL ONLY — not investment advice. Full disclaimer.