Alibaba Group vs AMD
AMD is larger by market cap ($774.3B vs $306.4B). Alibaba Group reports higher tracked revenue ($148.4B vs $34.6B). Alibaba Group's primary segment is Hyperscalers; AMD's is CPU.
Shared segment: Design (Fabless).
Side-by-side
| Alibaba Group | AMD | |
|---|---|---|
| Market cap | $306.4B | $774.3B |
| Revenue | $148.4B (FY2026) | $34.6B (FY2025) |
| Primary segment | Hyperscalers | CPU |
| Market position | major | major |
| Country | China | United States |
| Tracked suppliers | 8 | 77 |
| Tracked customers | 0 | 23 |
| Chokepoint / criticality | 0/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Alibaba Group and AMD compare
- Size: AMD is the larger company by market cap.
- Revenue: Alibaba Group reports higher tracked revenue.
- Supply-chain criticality: AMD has the higher chokepoint score (68/100 vs 0/100).
- Footprint: Alibaba Group (China) vs AMD (United States).