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Entity dossier · Nº 008

Microsoft Corporation

Software - Infrastructure Nasdaq: MSFT Public microsoft.com ↗ Redmond, Washington, United States SEC CIK 789019 ↗

Microsoft shows accelerating infrastructure spend and energy procurement with a sustainability target; no frontier capability evidence provided. Model synthesis · opinion

Climbing Confidence 51%
Kardashev-equivalent K 0.363

4.3 GW average power · 37.46 TWh/yr energy consumed (FY2025).

K = (log₁₀P − 6) / 10 with P in watts. Humanity today ≈ K 0.73. Computed in code from the reported figure — source: cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/mic....

Index composition

65% measured · 35% opinion · method
Energy throughput Measured 30% 6.6   90%
Compute capacity Measured 20% —   no data
Growth gradient Measured 15% 8.1   71%
Frontier acceleration Opinion 15% —   no data
Builder velocity Opinion 12% 6.5   80%
Permission to build Opinion 8% 5.0   51%

Index = weighted mean of the scored categories (weights renormalized over what was scored) · coverage 65% · confidence 51% · measured share 69% of the scored weight (opinion 31%). No “overall” is asked of the model. Scores are AI-assisted (disclosures).

Run history

Every published measurement, newest first. N is the run on the leaderboard now; failed attempts are not shown. Unranked runs show no Index; Δ and the Index trend compare ranked runs only.

A trend line appears after the second published run.

RunPublishedIndexΔK-equivMethodView
N current 2026-10-10 6.7 — 0.363 pipeline-v2.9 · weights-v1 · rubrics-v1 viewing

Measured — computed in code from reported figures

Joules · weight 30%

Energy throughput

6.6/ 10

Reported energy consumed: 134,861,314 GJ (FY2025) = 37.46 TWh/yr → 4.3 GW average → score 6.6, K = 0.363.

P = annual energy (J) / seconds per year → average watts. Score = clamp(2.5 × (log₁₀P − 7), 0, 10). Kardashev-equivalent K = (log₁₀P − 6) / 10. · confidence 90%

Watts of thought · weight 20%

Compute capacity

—no data

No verified operating data-center capacity was found, so this category is unscored. Planned capacity of 2.0 GW is reported but not scored.

Planned / under construction: 2,000 MW (2026) — shown, not scored.

Score = clamp(2.5 × log₁₀(MW), 0, 10).

Slope · weight 15%

Growth gradient

8.1/ 10

Compound annual growth: capex +60%/yr over 3y, revenue +16%/yr over 3y → score 8.1. Not available: energy (confidence reduced).

  • Verified evidence
  • PaymentsToAcquirePropertyPlantAndEquipment = 28,107,000,000 USD for fiscal year ended 2023-06-30 (10-K, accession 0000950170-25-100235) sec.gov · fetched 2026-10-10 ↗
  • PaymentsToAcquirePropertyPlantAndEquipment = 44,477,000,000 USD for fiscal year ended 2024-06-30 (10-K, accession 0001193125-26-323660) sec.gov · fetched 2026-10-10 ↗
  • PaymentsToAcquirePropertyPlantAndEquipment = 64,551,000,000 USD for fiscal year ended 2025-06-30 (10-K, accession 0001193125-26-323660) sec.gov · fetched 2026-10-10 ↗
  • PaymentsToAcquirePropertyPlantAndEquipment = 115,948,000,000 USD for fiscal year ended 2026-06-30 (10-K, accession 0001193125-26-323660) sec.gov · fetched 2026-10-10 ↗
  • +4 more in Reported figures
Each available sub-metric's compound annual growth rate (up to 3 years) is mapped piecewise-linearly through the anchors, then combined with weights capex 50%, revenue 25%, energy 25% (renormalized over what is available). · confidence 71%

Opinion — model-judged against written rubrics, from verified quotes only

Opinion · Capability · weight 15%

Frontier acceleration

—insufficient

No evidence of new capabilities shipped or cost reductions in a frontier field.

Opinion Rubric

Opinion · Shipping · weight 12%

Builder velocity

6.5/ 10

Rapid capex growth and one of largest capacity additions indicate faster-than-norm build cadence [E251][E235].

Opinion Rubric · confidence 80%

Opinion · Policy · weight 8%

Permission to build

5.0/ 10

Carbon-negative target supports energy goals but lacks direct advocacy for permitting or open build [E250].

Opinion Rubric · confidence 51%

Reported figures

MetricValuePeriodSource
Capital expenditure 115,948,000,000 USD FY2026 sec.gov ↗ SEC XBRL
Capital expenditure 64,551,000,000 USD FY2025 sec.gov ↗ SEC XBRL
Capital expenditure 44,477,000,000 USD FY2024 sec.gov ↗ SEC XBRL
Capital expenditure 28,107,000,000 USD FY2023 sec.gov ↗ SEC XBRL
Revenue 331,839,000,000 USD FY2026 sec.gov ↗ SEC XBRL
Revenue 281,724,000,000 USD FY2025 sec.gov ↗ SEC XBRL
Revenue 245,122,000,000 USD FY2024 sec.gov ↗ SEC XBRL
Revenue 211,915,000,000 USD FY2023 sec.gov ↗ SEC XBRL
Electricity consumed 37,026,353 MWh FY2025 cdn-dynmedia-1.microsoft.com ↗
Electricity consumed 29,829,540 MWh FY2024 cdn-dynmedia-1.microsoft.com ↗
Energy consumed 134,861,314 GJ FY2025 cdn-dynmedia-1.microsoft.com ↗
Revenue 281,724 USD millions FY2025 cdn-dynmedia-1.microsoft.com ↗
Revenue 245,122 USD millions FY2024 cdn-dynmedia-1.microsoft.com ↗
Data-center capacity (planned) 2 GW 2026 blogs.microsoft.com ↗

Sources we fetched and verified

  1. SEC XBRL company facts — MICROSOFT CORP data.sec.gov/api/xbrl/companyfacts/CIK0000789019.json · fetched 2026-10-10 · primary
  2. Microsoft 2026 Environmental Sustainability Report — Responsibly building the AI future cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/mic... · fetched 2026-10-10 · sha256 0fd180837df0 · primary
  3. 2024 Environmental Sustainability Report Data Fact Sheet cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/mic... · fetched 2026-10-10 · sha256 4c1fbb19bac0 · primary
  4. Microsoft Corporation: 2024 CDP Corporate Questionnaire cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/mic... · fetched 2026-10-10 · sha256 e962c84ade0d · primary
  5. 2025 Microsoft Environmental Data Fact Sheet cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/mic... · fetched 2026-10-10 · sha256 9283b1e85005 · primary
  6. 10-K sec.gov/Archives/edgar/data/789019/000119312526323660/msf... · fetched 2026-10-10 · sha256 dd69cad18ba4 · primary
  7. FY25 Q4 - Cash Flows - Investor Relations - Microsoft microsoft.com/en-us/Investor/earnings/FY-2025-Q4/cash-flows · fetched 2026-10-10 · sha256 80a62d6ebf75 · primary
  8. Powering the next wave of AI: Expanding capacity with our new datacenter in Pecos - The Official Microsoft Blog blogs.microsoft.com/blog/2026/06/22/powering-the-next-wav... · fetched 2026-10-10 · sha256 4da0377bd4e6 · primary
  9. Inside the world’s most powerful AI datacenter - The Official Microsoft Blog blogs.microsoft.com/blog/2025/09/18/inside-the-worlds-mos... · fetched 2026-10-10 · sha256 818b83c25b17 · primary
  10. Our 2025 Environmental Sustainability Report - Microsoft On the Issues blogs.microsoft.com/on-the-issues/2025/05/29/environmenta... · fetched 2026-10-10 · sha256 3a03235c7200 · primary
  11. Accelerating Sustainability | Microsoft microsoft.com/en-us/corporate-responsibility/topics/susta... · fetched 2026-10-10 · sha256 86771237ba60 · primary

3 other candidate links were rejected (dead, soft-404, blocked or unreadable) and are not shown.

Run N · 2026-10-10 12:00 PDT · 1m 18s · 8 stages · grok-4.3
StageStatusTimeWeb searches
resolvesucceeded3.2 s2
researchsucceeded18 s6
edgarsucceeded0.4 s—
fetchsucceeded29 s—
extractsucceeded17 s—
computesucceeded0.0 s—
judgesucceeded11 s—
aggregatesucceeded0.0 s—

pipeline-v2.9 · prompts-v2.5 · rubrics-v1 · weights-v1 · bundle f7ca9a5c4a2a · code eb7ac43

Last updated 2026-10-10 How the Index is computed