Alphabet (Google) vs NVIDIA
NVIDIA is larger by market cap ($5.27T vs $4.20T). Alphabet (Google) reports higher tracked revenue ($402.8B vs $215.9B). Alphabet (Google)'s primary segment is Custom Silicon Designers; NVIDIA's is GPU & AI Accelerators.
Shared segment: Design (Fabless).
Side-by-side
| Alphabet (Google) | NVIDIA | |
|---|---|---|
| Market cap | $4.20T | $5.27T |
| Revenue | $402.8B (FY2025) | $215.9B (FY2026) |
| Primary segment | Custom Silicon Designers | GPU & AI Accelerators |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 73 | 104 |
| Tracked customers | 2 | 45 |
| Chokepoint / criticality | 7/100 | 81/100 |
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 Alphabet (Google) and NVIDIA compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: Alphabet (Google) reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 7/100).
- Footprint: Alphabet (Google) (United States) vs NVIDIA (United States).