Hyperscalers companies

As of 2026-10-04, wafergraph tracks 8 Hyperscalers companies across 2 countries. The largest by market cap is Alphabet (Google) at $4.20T, and the 8 priced companies total $14.00T.

Data as of 2026-10-04 · market caps from the daily wafergraph pipeline; unpriced companies are listed but not summed

8 companies in the Hyperscalers part of the semiconductor & AI value chain.

Companies

  • Alphabet (Google) — Designs TPU AI accelerators and Tensor phone SoCs for internal use. major · NASDAQ:GOOGL · $402.8B rev · United States
  • Amazon (Annapurna Labs) — Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs. major · NASDAQ:AMZN · $716.9B rev · United States
  • Tencent — Chinese internet and cloud giant developing in-house AI silicon. major · HKEX:0700 · $112.1B rev · China
  • Oracle — Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs. major · NYSE:ORCL · $67.4B rev · United States
  • Alibaba Group — Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips. major · NYSE:BABA · $148.4B rev · China
  • IBM — Enterprise computing and cloud; designs its own Power and Telum chips. major · NYSE:IBM · $67.5B rev · United States
  • Microsoft — Designs Maia AI accelerators and Cobalt server CPUs for Azure. niche · NASDAQ:MSFT · $331.8B rev · United States
  • Meta Platforms — Designs MTIA inference accelerators for its own data centers. niche · NASDAQ:META · $201.0B rev · United States

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Cite as: wafergraph, “Hyperscalers companies — list, suppliers & market position”, https://wafergraph.com/segment/ai_datacenter/hyperscaler/ (data as of 2026-10-04).

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