Baidu vs Microsoft
Baidu's primary segment is AI Labs / Model Builders; Microsoft's is Custom Silicon Designers. Microsoft is larger by market cap ($3.88T vs $28.6B). Microsoft reports higher tracked revenue ($331.8B vs $18.5B).
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Side-by-side
| Baidu | Microsoft | |
|---|---|---|
| Market cap | $28.6B | $3.88T |
| Revenue | $18.5B (FY2025) | $331.8B (FY2026) |
| Primary segment | AI Labs / Model Builders | Custom Silicon Designers |
| Market position | major | niche |
| Country | China | United States |
| Tracked suppliers | 7 | 80 |
| Tracked customers | 0 | 12 |
| Chokepoint / criticality | 0/100 | 5/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Baidu and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 0/100).
- Footprint: Baidu (China) vs Microsoft (United States).
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Cite as: wafergraph, “Baidu vs Microsoft”, https://wafergraph.com/compare/baidu-vs-microsoft (data as of 2026-10-09).
Frequently asked questions3
- Is Baidu bigger than Microsoft?
- Microsoft is larger by market cap ($3.88T vs $28.6B).
- What's the difference between Baidu and Microsoft?
- Baidu is a major in AI Labs / Model Builders based in China; Microsoft is a niche in Custom Silicon Designers based in United States. Both operate in the AI & Data Center segment.
- Who are Baidu's and Microsoft's suppliers?
- wafergraph tracks 7 suppliers for Baidu and 80 for Microsoft — Baidu's include SMIC, TSMC, Hua Hong Semiconductor; Microsoft's include Alphawave Semi, NVIDIA, AMD.