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theta.md

Supply Chain Explorer

Tentacle dependency map

Center
MSFT
$0$10B
Legend
Relationship revenue
Supplier margin
TDeep Research
Ring 1Ring 2Ring 3Ring 4Ring 5Xbox console platf.. | GM 78%Xbox console platf.. | GM 59%GM 47%AI accelerators (H.. | GM 71%Server CPUs for Az.. | GM 37%Azure cloud infras.. | GM 78%Server CPUs (Xeon).. | GM 37%Hybrid cloud infra.. | GM 30%Microsoft 365 rese.. | GM 64%Windows OS — multi.. | GM 20%Cloud networking e.. | GM 64%Azure cloud deploy.. | GM 75%GM 27%GM 47%GM 89%GM 69%GM 59%GM 52%GM 50%GM 37%GM 97%GM 77%GM 69%GM 69%GM 69%GM 29%GM 22%GM 18%GM 78%GM 65%GM 69%GM 78%GM 51%GM 38%GM 79%GM 36%GM 60%GM 60%GM 69%GM 55%GM 24%GM 100%GM 82%GM 52%GM 52%GM 60%GM 69%GM 69%GM 69%GM 35%GM 45%GM 45%GM 48%GM 78%GM 69%GM 71%GM 19%GM 69%GM 82%GM 82%GM 15%GM 55%GM 49%GM 35%GM 69%GM 69%GM 69%GM 39%GM 59%GM 69%GM 36%GM 76%MSFTANET◈ bothINTC▲ supplierNVDA◈ bothAMD◈ bothAPH▲ supplierARM▲ supplierAVGO◈ bothCAT▲ supplierCSCO◈ bothETN▲ supplierMU▲ supplierSKHynix◈ bothTSM▲ supplierVRT▲ supplierSNPS◈ bothBLK▼ customerC▼ customerUPSTREAMDOWNSTREAMPEERS
Gross Margin
0%50%100%
LowMidHigh
Edge Quality
Core
Soft
Contextual
236 nodes.1068 connections.centered on MSFT