Who is Oracle's largest competitor?

Microsoft is the largest Hyperscalers competitor by market cap ($3.95T).

How many companies compete in Hyperscalers?

wafergraph tracks 8 companies in Hyperscalers, including Oracle.

Oracle competitors

As of 2026-10-28, Oracle's closest competitors in Hyperscalers are Alphabet (Google), Amazon (Annapurna Labs) and Tencent. wafergraph tracks 8 companies in Hyperscalers; Oracle is positioned as a market major there with a market cap of $395.7B, and the largest competitor by market cap is Microsoft at $3.95T.

See Microsoft, Oracle's largest tracked competitor by market cap →

Data as of 2026-10-28 · peers = companies sharing Oracle's primary Hyperscalers segment in the wafergraph taxonomy · ordered by market position, then market cap

Who competes with Oracle

Competitor	Position	Country	Market cap	Revenue	Compare
Alphabet (Google)	major	United States	$3.92T	$402.8B	Oracle vs Alphabet (Google)
Amazon (Annapurna Labs)	major	United States	$2.73T	$716.9B	Oracle vs Amazon (Annapurna Labs)
Tencent	major	China	$444.9B	$112.9B	Oracle vs Tencent
Alibaba Group	major	China	$249.4B	$148.4B	Oracle vs Alibaba Group
IBM	major	United States	$236.5B	$67.5B	Oracle vs IBM
Microsoft	niche	United States	$3.95T	$331.8B	Oracle vs Microsoft
Meta Platforms	niche	United States	$1.59T	$201.0B	Oracle vs Meta Platforms

Suppliers Oracle shares with its competitors

NVIDIA shared with 7 of Oracle's top competitors
Broadcom shared with 7 of Oracle's top competitors
TSMC shared with 7 of Oracle's top competitors
AMD shared with 7 of Oracle's top competitors
Hon Hai (Foxconn) shared with 4 of Oracle's top competitors
Quanta Computer shared with 4 of Oracle's top competitors
Wiwynn shared with 4 of Oracle's top competitors
Crusoe Energy shared with 4 of Oracle's top competitors
Equinix shared with 4 of Oracle's top competitors
Digital Realty shared with 4 of Oracle's top competitors
Vertiv shared with 4 of Oracle's top competitors
Eaton shared with 4 of Oracle's top competitors

A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.

Customers Oracle shares with its competitors

OpenAI shared with 1 of Oracle's top competitors
xAI shared with 1 of Oracle's top competitors

Frequently asked questions3

Who are Oracle's competitors?: Oracle's closest competitors in Hyperscalers are Alphabet (Google), Amazon (Annapurna Labs) and Tencent; wafergraph tracks 7 rivals in that segment.
Who is Oracle's largest competitor?: Microsoft is the largest Hyperscalers competitor by market cap ($3.95T).
How many companies compete in Hyperscalers?: wafergraph tracks 8 companies in Hyperscalers, including Oracle.

Cite as: wafergraph, “Oracle competitors — 7 rivals in Hyperscalers, compared”, https://wafergraph.com/competitors/oracle (data as of 2026-10-28).

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