Microsoft vs Tesla
Microsoft is larger by market cap ($3.74T vs $1.31T). Microsoft reports higher tracked revenue ($331.8B vs $94.8B). Both are primarily Custom Silicon Designers companies.
Shared segment: Design (Fabless).
Side-by-side
| Microsoft | Tesla | |
|---|---|---|
| Market cap | $3.74T | $1.31T |
| Revenue | $331.8B (FY2026) | $94.8B (FY2025) |
| Primary segment | Custom Silicon Designers | Custom Silicon Designers |
| Market position | niche | niche |
| Country | United States | United States |
| Tracked suppliers | 80 | 18 |
| Tracked customers | 12 | 0 |
| Chokepoint / criticality | 5/100 | 0/100 |
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 Tesla 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 0/100).
- Footprint: Microsoft (United States) vs Tesla (United States).