Baidu vs Meta Platforms

Baidu's primary segment is AI Labs / Model Builders; Meta Platforms's is Custom Silicon Designers. Meta Platforms is larger by market cap ($1.84T vs $28.6B). Meta Platforms reports higher tracked revenue ($201.0B vs $18.5B).

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Side-by-side

BaiduMeta Platforms
Market cap$28.6B$1.84T
Revenue$18.5B (FY2025)$201.0B (FY2025)
Primary segmentAI Labs / Model BuildersCustom Silicon Designers
Market positionmajorniche
CountryChinaUnited States
Tracked suppliers777
Tracked customers00
Chokepoint / criticality0/1000/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Baidu and Meta Platforms compare

  • Size: Meta Platforms is the larger company by market cap.
  • Revenue: Meta Platforms reports higher tracked revenue.
  • Supply-chain criticality: Both companies have the same chokepoint score (0/100).
  • Footprint: Baidu (China) vs Meta Platforms (United States).

Company hubs

Baidu · Meta Platforms · AI & Data Center segment

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Cite as: wafergraph, “Baidu vs Meta Platforms”, https://wafergraph.com/compare/baidu-vs-meta (data as of 2026-10-09).

Frequently asked questions3
Is Baidu bigger than Meta Platforms?
Meta Platforms is larger by market cap ($1.84T vs $28.6B).
What's the difference between Baidu and Meta Platforms?
Baidu is a major in AI Labs / Model Builders based in China; Meta Platforms is a niche in Custom Silicon Designers based in United States. Both operate in the AI & Data Center segment.
Who are Baidu's and Meta Platforms's suppliers?
wafergraph tracks 7 suppliers for Baidu and 77 for Meta Platforms — Baidu's include SMIC, TSMC, Hua Hong Semiconductor; Meta Platforms's include NVIDIA, AMD, Broadcom.