Microsoft vs Vertiv
Microsoft is larger by market cap ($3.74T vs $108.5B). Microsoft reports higher tracked revenue ($331.8B vs $10.2B). Microsoft's primary segment is Custom Silicon Designers; Vertiv's is Power & Cooling.
Shared segment: AI & Data Center.
Side-by-side
| Microsoft | Vertiv | |
|---|---|---|
| Market cap | $3.74T | $108.5B |
| Revenue | $331.8B (FY2026) | $10.2B (FY2025) |
| Primary segment | Custom Silicon Designers | Power & Cooling |
| Market position | niche | leader |
| Country | United States | United States |
| Tracked suppliers | 80 | 0 |
| Tracked customers | 12 | 46 |
| Chokepoint / criticality | 5/100 | 91/100 |
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 Vertiv compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Vertiv has the higher chokepoint score (91/100 vs 5/100).
- Footprint: Microsoft (United States) vs Vertiv (United States).