Meta Platforms vs Oracle
Meta Platforms's primary segment is Custom Silicon Designers; Oracle's is Hyperscalers. Meta Platforms is larger by market cap ($1.85T vs $431.4B). Meta Platforms reports higher tracked revenue ($201.0B vs $67.4B).
Shared segment: AI & Data Center.
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly
Side-by-side
| Meta Platforms | Oracle | |
|---|---|---|
| Market cap | $1.85T | $431.4B |
| Revenue | $201.0B (FY2025) | $67.4B (FY2026) |
| Primary segment | Custom Silicon Designers | Hyperscalers |
| Market position | niche | major |
| Country | United States | United States |
| Tracked suppliers | 77 | 70 |
| Tracked customers | 0 | 3 |
| Chokepoint / criticality | 0/100 | 3/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Meta Platforms and Oracle compare
- Size: Meta Platforms is the larger company by market cap.
- Revenue: Meta Platforms reports higher tracked revenue.
- Supply-chain criticality: Oracle has the higher chokepoint score (3/100 vs 0/100).
- Footprint: Meta Platforms (United States) vs Oracle (United States).
Company hubs
Open the interactive comparison tool →
Cite as: wafergraph, “Meta Platforms vs Oracle”, https://wafergraph.com/compare/meta-vs-oracle (data as of 2026-10-04).
Frequently asked questions3
- Is Meta Platforms bigger than Oracle?
- Meta Platforms is larger by market cap ($1.85T vs $431.4B).
- What's the difference between Meta Platforms and Oracle?
- Meta Platforms is a niche in Custom Silicon Designers based in United States; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
- Who are Meta Platforms's and Oracle's suppliers?
- wafergraph tracks 77 suppliers for Meta Platforms and 70 for Oracle — Meta Platforms's include NVIDIA, AMD, Broadcom; Oracle's include NVIDIA, AMD, Ampere Computing.