微软MSFT
一家科技公司，开发并销售软件、云服务、操作系统、视频游戏和电脑等设备，卖给全球个人与企业1。
Why it is here: 占 Applied Optoelectronics 28.8%、CoreWeave 约 67%2,3。
About the company: Wikipedia · Annual report
它付钱给谁
微软贡献了 CoreWeave 约 67% 的收入（2025 年）。
“We recognized an aggregate of approximately 67% of our revenue from our top customer, Microsoft, for the year ended December 31, 2025.”
微软贡献了 Applied Optoelectronics 28.8% 的收入（2025 年）。
“In 2025, 2024 and 2023, Microsoft accounted for 28.8%, 43.7% and 46.6% of our revenue, respectively, and in 2024, Oracle accounted for 12.4% of our revenue.”