AMD vs Oracle
AMD is larger by market cap ($774.3B vs $419.1B). Oracle reports higher tracked revenue ($67.4B vs $34.6B). AMD's primary segment is CPU; Oracle's is Hyperscalers.
Side-by-side
| AMD | Oracle | |
|---|---|---|
| Market cap | $774.3B | $419.1B |
| Revenue | $34.6B (FY2025) | $67.4B (FY2026) |
| Primary segment | CPU | Hyperscalers |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 77 | 70 |
| Tracked customers | 23 | 3 |
| Chokepoint / criticality | 68/100 | 3/100 |
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 Oracle compare
- Size: AMD is the larger company by market cap.
- Revenue: Oracle reports higher tracked revenue.
- Supply-chain criticality: AMD has the higher chokepoint score (68/100 vs 3/100).
- Footprint: AMD (United States) vs Oracle (United States).