Alphabet (Google) vs Oracle

Alphabet (Google)'s primary segment is Custom Silicon Designers; Oracle's is Hyperscalers. Alphabet (Google) is larger by market cap ($4.20T vs $431.4B). Alphabet (Google) reports higher tracked revenue ($402.8B vs $67.4B).

Shared segment: AI & Data Center.

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Side-by-side

Alphabet (Google)Oracle
Market cap$4.20T$431.4B
Revenue$402.8B (FY2025)$67.4B (FY2026)
Primary segmentCustom Silicon DesignersHyperscalers
Market positionmajormajor
CountryUnited StatesUnited States
Tracked suppliers7370
Tracked customers23
Chokepoint / criticality7/1003/100

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 Oracle 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 3/100).
  • Footprint: Alphabet (Google) (United States) vs Oracle (United States).

Company hubs

Alphabet (Google) · Oracle · AI & Data Center segment

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

Frequently asked questions3
Is Alphabet (Google) bigger than Oracle?
Alphabet (Google) is larger by market cap ($4.20T vs $431.4B).
What's the difference between Alphabet (Google) and Oracle?
Alphabet (Google) is a major in Custom Silicon Designers based in United States; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
Who are Alphabet (Google)'s and Oracle's suppliers?
wafergraph tracks 73 suppliers for Alphabet (Google) and 70 for Oracle — Alphabet (Google)'s include Arm Holdings, NVIDIA, Broadcom; Oracle's include NVIDIA, AMD, Ampere Computing.