MSFT · 10-Q · 2026Q3 · Full report

Supply Chain Constraints and Risks

MICROSOFT CORP · 2026-10-28 · Importance 10 · Surprise 6

Microsoft’s datacenter operations depend on permitted and buildable land, predictable energy, networking supplies, and servers, including GPUs and other components. Most devices are made by third-party contract manufacturers, and Microsoft says it can generally use alternative manufacturers if a vendor becomes unavailable. However, some products rely on components with very few qualified suppliers, and extended disruptions or limited component availability could affect datacenter operations and timely device production.

Key facts

• Microsoft datacenters depend on permitted and buildable land, predictable energy, networking supplies, and servers, including GPUs and other components. source
• Some Microsoft products contain components for which very few suppliers are qualified, and extended disruptions or limited availability could affect datacenter operations and timely device manufacturing. source