Microsoft vs NVIDIA
NVIDIA is larger by market cap ($5.27T vs $3.74T). Microsoft reports higher tracked revenue ($331.8B vs $215.9B). Microsoft's primary segment is Custom Silicon Designers; NVIDIA's is GPU & AI Accelerators.
Shared segment: Design (Fabless).
Side-by-side
| Microsoft | NVIDIA | |
|---|---|---|
| Market cap | $3.74T | $5.27T |
| Revenue | $331.8B (FY2026) | $215.9B (FY2026) |
| Primary segment | Custom Silicon Designers | GPU & AI Accelerators |
| Market position | niche | leader |
| Country | United States | United States |
| Tracked suppliers | 80 | 104 |
| Tracked customers | 12 | 45 |
| Chokepoint / criticality | 5/100 | 81/100 |
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 Microsoft and NVIDIA compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 5/100).
- Footprint: Microsoft (United States) vs NVIDIA (United States).