Alphabet (Google) vs Microsoft

Both are primarily Custom Silicon Designers companies. Alphabet (Google) is larger by market cap ($4.20T vs $3.84T). Alphabet (Google) reports higher tracked revenue ($402.8B vs $331.8B).

Shared segment: Design (Fabless).

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Side-by-side

Alphabet (Google)Microsoft
Market cap$4.20T$3.84T
Revenue$402.8B (FY2025)$331.8B (FY2026)
Primary segmentCustom Silicon DesignersCustom Silicon Designers
Market positionmajorniche
CountryUnited StatesUnited States
Tracked suppliers7380
Tracked customers212
Chokepoint / criticality7/1005/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Alphabet (Google) and Microsoft 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 5/100).
  • Footprint: Alphabet (Google) (United States) vs Microsoft (United States).

Company hubs

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

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Cite as: wafergraph, “Alphabet (Google) vs Microsoft”, https://wafergraph.com/compare/alphabet-vs-microsoft (data as of 2026-10-04).

Frequently asked questions3
Is Alphabet (Google) bigger than Microsoft?
Alphabet (Google) is larger by market cap ($4.20T vs $3.84T).
What's the difference between Alphabet (Google) and Microsoft?
Alphabet (Google) is a major in Custom Silicon Designers based in United States; Microsoft is a niche in Custom Silicon Designers based in United States. Both operate in the Design (Fabless) segment.
Who are Alphabet (Google)'s and Microsoft's suppliers?
wafergraph tracks 73 suppliers for Alphabet (Google) and 80 for Microsoft — Alphabet (Google)'s include Arm Holdings, NVIDIA, Broadcom; Microsoft's include Alphawave Semi, NVIDIA, AMD.