Microsoft is a cloud-services company. NVIDIA’s FY2026 10-K names it among large cloud providers whose internal hardware/software efforts make them NVIDIA competitors, and notes it also supplies Arm-based CPU efforts in that context.
| relation | target | as of | confidence | basis | source |
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Referenced by
| from | relation | source |
|---|---|---|
| nvidia | COMPETES_WITH | nvda-10k-2026-02-25 |