AMD vs Microsoft
Microsoft is larger by market cap ($3.74T vs $774.3B). Microsoft reports higher tracked revenue ($331.8B vs $34.6B). AMD's primary segment is CPU; Microsoft's is Custom Silicon Designers.
Shared segment: Design (Fabless).
Side-by-side
| AMD | Microsoft | |
|---|---|---|
| Market cap | $774.3B | $3.74T |
| Revenue | $34.6B (FY2025) | $331.8B (FY2026) |
| Primary segment | CPU | Custom Silicon Designers |
| Market position | major | niche |
| Country | United States | United States |
| Tracked suppliers | 77 | 80 |
| Tracked customers | 23 | 12 |
| Chokepoint / criticality | 68/100 | 5/100 |
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 AMD and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: AMD has the higher chokepoint score (68/100 vs 5/100).
- Footprint: AMD (United States) vs Microsoft (United States).