Lenovo vs Oracle
Oracle is larger by market cap ($419.1B vs $45.9B). Lenovo reports higher tracked revenue ($83.1B vs $67.4B). Lenovo's primary segment is Systems & ODM (AI servers); Oracle's is Hyperscalers.
Side-by-side
| Lenovo | Oracle | |
|---|---|---|
| Market cap | $45.9B | $419.1B |
| Revenue | $83.1B (FY2026) | $67.4B (FY2026) |
| Primary segment | Systems & ODM (AI servers) | Hyperscalers |
| Market position | major | major |
| Country | Hong Kong | United States |
| Tracked suppliers | 10 | 70 |
| Tracked customers | 5 | 3 |
| Chokepoint / criticality | 8/100 | 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 Lenovo and Oracle compare
- Size: Oracle is the larger company by market cap.
- Revenue: Lenovo reports higher tracked revenue.
- Supply-chain criticality: Lenovo has the higher chokepoint score (8/100 vs 3/100).
- Footprint: Lenovo (Hong Kong) vs Oracle (United States).