Lenovo vs Microsoft
Microsoft is larger by market cap ($3.74T vs $45.9B). Microsoft reports higher tracked revenue ($331.8B vs $83.1B). Lenovo's primary segment is Systems & ODM (AI servers); Microsoft's is Custom Silicon Designers.
Side-by-side
| Lenovo | Microsoft | |
|---|---|---|
| Market cap | $45.9B | $3.74T |
| Revenue | $83.1B (FY2026) | $331.8B (FY2026) |
| Primary segment | Systems & ODM (AI servers) | Custom Silicon Designers |
| Market position | major | niche |
| Country | Hong Kong | United States |
| Tracked suppliers | 10 | 80 |
| Tracked customers | 5 | 12 |
| Chokepoint / criticality | 8/100 | 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 Lenovo and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Lenovo has the higher chokepoint score (8/100 vs 5/100).
- Footprint: Lenovo (Hong Kong) vs Microsoft (United States).