Alibaba Group vs Baidu
Alibaba Group is larger by market cap ($306.4B vs $35.9B). Alibaba Group reports higher tracked revenue ($148.4B vs $18.5B). Alibaba Group's primary segment is Hyperscalers; Baidu's is AI Labs / Model Builders.
Shared segment: AI & Data Center.
Side-by-side
| Alibaba Group | Baidu | |
|---|---|---|
| Market cap | $306.4B | $35.9B |
| Revenue | $148.4B (FY2026) | $18.5B (FY2025) |
| Primary segment | Hyperscalers | AI Labs / Model Builders |
| Market position | major | major |
| Country | China | China |
| Tracked suppliers | 8 | 7 |
| Tracked customers | 0 | 0 |
| Chokepoint / criticality | 0/100 | 0/100 |
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 Baidu compare
- Size: Alibaba Group is the larger company by market cap.
- Revenue: Alibaba Group reports higher tracked revenue.
- Supply-chain criticality: Alibaba Group has the higher chokepoint score (0/100 vs 0/100).
- Footprint: Alibaba Group (China) vs Baidu (China).