Alphabet (Google) vs Baidu

Alphabet (Google)'s primary segment is Custom Silicon Designers; Baidu's is AI Labs / Model Builders. Alphabet (Google) is larger by market cap ($4.26T vs $28.6B). Alphabet (Google) reports higher tracked revenue ($402.8B vs $18.5B).

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Side-by-side

Alphabet (Google)Baidu
Market cap$4.26T$28.6B
Revenue$402.8B (FY2025)$18.5B (FY2025)
Primary segmentCustom Silicon DesignersAI Labs / Model Builders
Market positionmajormajor
CountryUnited StatesChina
Tracked suppliers737
Tracked customers20
Chokepoint / criticality7/1000/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Alphabet (Google) and Baidu compare

  • Size: Alphabet (Google) is the larger company by market cap.
  • Revenue: Alphabet (Google) reports higher tracked revenue.
  • Supply-chain criticality: Alphabet (Google) has the higher chokepoint score (7/100 vs 0/100).
  • Footprint: Alphabet (Google) (United States) vs Baidu (China).

Company hubs

Alphabet (Google) · Baidu · Design (Fabless) segment

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Cite as: wafergraph, “Alphabet (Google) vs Baidu”, https://wafergraph.com/compare/alphabet-vs-baidu (data as of 2026-10-09).

Frequently asked questions3
Is Alphabet (Google) bigger than Baidu?
Alphabet (Google) is larger by market cap ($4.26T vs $28.6B).
What's the difference between Alphabet (Google) and Baidu?
Alphabet (Google) is a major in Custom Silicon Designers based in United States; Baidu is a major in AI Labs / Model Builders based in China. Both operate in the Design (Fabless) segment.
Who are Alphabet (Google)'s and Baidu's suppliers?
wafergraph tracks 73 suppliers for Alphabet (Google) and 7 for Baidu — Alphabet (Google)'s include Arm Holdings, NVIDIA, Broadcom; Baidu's include SMIC, TSMC, Hua Hong Semiconductor.