Microsoft vs Oracle

Microsoft's primary segment is Custom Silicon Designers; Oracle's is Hyperscalers. Microsoft is larger by market cap ($3.84T vs $431.4B). Microsoft reports higher tracked revenue ($331.8B vs $67.4B).

Shared segment: AI & Data Center.

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Side-by-side

MicrosoftOracle
Market cap$3.84T$431.4B
Revenue$331.8B (FY2026)$67.4B (FY2026)
Primary segmentCustom Silicon DesignersHyperscalers
Market positionnichemajor
CountryUnited StatesUnited States
Tracked suppliers8070
Tracked customers123
Chokepoint / criticality5/1003/100

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 Microsoft and Oracle compare

  • Size: Microsoft is the larger company by market cap.
  • Revenue: Microsoft reports higher tracked revenue.
  • Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 3/100).
  • Footprint: Microsoft (United States) vs Oracle (United States).

Company hubs

Microsoft · Oracle · AI & Data Center segment

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Cite as: wafergraph, “Microsoft vs Oracle”, https://wafergraph.com/compare/microsoft-vs-oracle (data as of 2026-10-04).

Frequently asked questions3
Is Microsoft bigger than Oracle?
Microsoft is larger by market cap ($3.84T vs $431.4B).
What's the difference between Microsoft and Oracle?
Microsoft 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 Microsoft's and Oracle's suppliers?
wafergraph tracks 80 suppliers for Microsoft and 70 for Oracle — Microsoft's include Alphawave Semi, NVIDIA, AMD; Oracle's include NVIDIA, AMD, Ampere Computing.