Amazon (Annapurna Labs) vs Microsoft

Both are primarily Custom Silicon Designers companies. Microsoft is larger by market cap ($3.84T vs $2.71T). Amazon (Annapurna Labs) reports higher tracked revenue ($716.9B vs $331.8B).

Shared segment: Design (Fabless).

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly

Side-by-side

Amazon (Annapurna Labs)Microsoft
Market cap$2.71T$3.84T
Revenue$716.9B (FY2025)$331.8B (FY2026)
Primary segmentCustom Silicon DesignersCustom Silicon Designers
Market positionmajorniche
CountryUnited StatesUnited States
Tracked suppliers8280
Tracked customers412
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 Amazon (Annapurna Labs) and Microsoft compare

  • Size: Microsoft is the larger company by market cap.
  • Revenue: Amazon (Annapurna Labs) reports higher tracked revenue.
  • Supply-chain criticality: Amazon (Annapurna Labs) has the higher chokepoint score (7/100 vs 5/100).
  • Footprint: Amazon (Annapurna Labs) (United States) vs Microsoft (United States).

Company hubs

Amazon (Annapurna Labs) · Microsoft · Design (Fabless) segment

Open the interactive comparison tool →

Cite as: wafergraph, “Amazon (Annapurna Labs) vs Microsoft”, https://wafergraph.com/compare/amazon-vs-microsoft (data as of 2026-10-04).

Frequently asked questions3
Is Amazon (Annapurna Labs) bigger than Microsoft?
Microsoft is larger by market cap ($3.84T vs $2.71T).
What's the difference between Amazon (Annapurna Labs) and Microsoft?
Amazon (Annapurna Labs) 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 Amazon (Annapurna Labs)'s and Microsoft's suppliers?
wafergraph tracks 82 suppliers for Amazon (Annapurna Labs) and 80 for Microsoft — Amazon (Annapurna Labs)'s include Arm Holdings, Alphawave Semi, NVIDIA; Microsoft's include Alphawave Semi, NVIDIA, AMD.