Baidu vs Tencent
Tencent is larger by market cap ($529.5B vs $35.9B). Tencent reports higher tracked revenue ($111.7B vs $18.5B). Baidu's primary segment is AI Labs / Model Builders; Tencent's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Baidu | Tencent | |
|---|---|---|
| Market cap | $35.9B | $529.5B |
| Revenue | $18.5B (FY2025) | $111.7B (FY2025) |
| Primary segment | AI Labs / Model Builders | Hyperscalers |
| Market position | major | major |
| Country | China | China |
| Tracked suppliers | 7 | 9 |
| Tracked customers | 0 | 0 |
| Chokepoint / criticality | 0/100 | 0/100 |
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 Baidu and Tencent compare
- Size: Tencent is the larger company by market cap.
- Revenue: Tencent reports higher tracked revenue.
- Supply-chain criticality: Baidu has the higher chokepoint score (0/100 vs 0/100).
- Footprint: Baidu (China) vs Tencent (China).