Oracle vs Quanta Computer
Oracle is larger by market cap ($419.1B vs $41.4B). Oracle reports higher tracked revenue ($67.4B vs $65.9B). Oracle's primary segment is Hyperscalers; Quanta Computer's is Systems & ODM (AI servers).
Side-by-side
| Oracle | Quanta Computer | |
|---|---|---|
| Market cap | $419.1B | $41.4B |
| Revenue | $67.4B (FY2026) | $65.9B (FY2025) |
| Primary segment | Hyperscalers | Systems & ODM (AI servers) |
| Market position | major | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 70 | 17 |
| Tracked customers | 3 | 6 |
| Chokepoint / criticality | 3/100 | 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 Oracle and Quanta Computer compare
- Size: Oracle is the larger company by market cap.
- Revenue: Oracle reports higher tracked revenue.
- Supply-chain criticality: Quanta Computer has the higher chokepoint score (81/100 vs 3/100).
- Footprint: Oracle (United States) vs Quanta Computer (Taiwan).