Gravity

GROSS ~$3.0T/yr reconstructed ecosystem (the popular '$4T economy': TTM rev $318B x IDC partner multiplier) — undeflated per board policy

high confidence · as of 2026-07-26 · about Microsoft

Sourced figures 2

IDC #US52483124 'Microsoft Partners...', Sept 2024 — SPONSORED BY MICROSOFT (vendor-commissioned, upper bound) $8.45 (services)/$10.93 (software) partner revenue per $1 of Microsoft revenue
2024-09 high
microsoft-axes bundle derivation note gross ~$3-4T is RECONSTRUCTED (revenue x multiplier; IDC/MS state no aggregate $)
2026-07 low

the working

Threads 11

Memory Squeeze developing
Microsoft's Hedge developing
Hyperscaler Capex open
Microsoft Capex developing
Compute Spend open
Power Buildout open
In-House Silicon open
Nuclear for AI open
Big Tech into Health open
Microsoft Health open
Dragonfly Return open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Microsoft.